Everplans And Precoa Re-invent Preneed Policy Sale And Delivery

Everplans and Precoa are thrilled to announce the launch of a revolutionary end-to-end preneed policy sale and delivery platform, re-inventing the preneed experience. With Everplans’ enhanced preneed platform funeral homes can:

• Deliver preneed policies digitally and directly through Everplans to the policyholder;
• Benefit from technology integrations that allow for quick and robust account set-up;
• Deploy technology integration of Everplans into the policy sales process;
• Roll out enhanced co-branding experiences that allow them to better present their brands to policyholders;

Complementing Everplans’ robust planning tools, this rich set of enhanced administrative capabilities will launch initially to Precoa’s funeral home partners. They will be progressively integrated across the Everplans partnership eco-system, which includes enterprise financial services firms, financial advisors, membership organizations, employers and estate planning partners.

“With these enhancements to the Everplans platform our goal is to help families make truly intentional and meaningful choices that lead to a better funeral plan,” said Tyler Hornibrook, CMO at Precoa. “By centering the conversation on how the decisions preneed policyholders make today will support their loved ones tomorrow, we can help advance planners create even better and more complete plans."

With Everplans, end-of-life plans and estate plans no longer just sit in a drawer. Through Everplans, families have one central and secure place to update preferences – for example a reading or music selection for their funeral service – so that when the time comes, every detail is up to date. “In addition to improved technology and integrations with the funeral homes, we will also provide policyholders with ongoing personalized guidance - both in the Everplans app and through email,” added Hornibrook.

To learn more about Precoa, click here.