Marketing &
Pre Need Services

An automated 10 touch aftercare program.  Reaching out to your families automatically for months after the service is over.  This workflow frees you up to focus on the immediate needs.

Website content review and suggestions.  LIVE chat features and booking assistants.  

With up to five different A+ rated insurance carriers to choose from, we can guarantee to find a fit.  Cutting edge pre need products and technology for your custom marketing plan.

Allow us to assist you in your recruiting efforts.  Using sourced resumes via Indeed.  Assisting in agent placement to help build your pre need program.

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Professional photography and graphic content provided with three weekly post and boost to your social media pages.  Custom advertising options available upon request. 

Automated text, email and call workflows to sourced leads. Handwritten Thank You's for funded and unfunded appointments.  Holiday messages and event announcements. 

Product and sales training in person and via zoom.  Identifying new warm leads with continued collaboration and support.  Educating agents of product knowledge and how to present to every family.

Pre-Planning educational seminars within the community or your facilities.

1000 piece mail drip per week up to 5000

Google business listing support and reputation management.  Automated Google review request for every previously served family.

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Organize both at need and pre need database under one powerful CRM.  Create a virtual assistant to grow your market share through the newest technology available industrywide.

Protect your families while away from home with the Sepio Guard protection plan.  Travel 75 miles or more and should death occur we'll get you home.