Precoa recently launched Pro, the most complete implementation of its proactive model for generating quality leads, setting quality appointments and prearranging families.

Pro is a culmination of everything Precoa has learned from setting more than 2.2 million appointments and prearranging more than 930,000 families over the course of the past 20-plus years. The system is built around four interconnected components: ProMarket drives quality leads through a data-driven omnichannel playbook; ProConnect turns interest into action through authentic human connection; ProSales gives advance funeral planners the support, coaching and resources they need to prearrange more families; and ProResults converts insights into measurable, sustained growth.

Pro also includes two new innovative platforms, unveiled at the NFDA International Convention & Expo last October: Sales Studio and Everplans. Sales Studio is a digital planning platform that turns every preneed appointment into a powerful, personalized experience, helping families see the value of a well-planned funeral. Everplans carries that value forward as the first post-sale platform where families can add, update and share their final wishes.

In other news, for the second time in 2025, Precoa’s advance funeral planners broke their record for setting preplanning appointments. The September “National Appointment Blitz” resulted in 2,205 preplanning appointments, eclipsing January’s blitz, which saw a record 2,134 appointments set by nearly 450 planners. Ninety scheduling specialists from Precoa’s Funeral Planning Center augmented the blitzes by setting more than 1,600 appointments.

Precoa’s “National Appointment Blitz” is a challenge among advance funeral planners to connect with families and set quality prearrangement appointments. As a result of the 2025 blitzes, nearly 6,000 families have an opportunity to put an intentional plan for healing after the loss of a loved one in place. Precoa.com