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Carrier Relationships
We help connect participating funeral homes and mortuaries with PreNeed insurance carriers and funding solutions.
Independent Insurance Agency • IMO • MGA
Helping Funeral Homes Grow Their PreNeed Business
PreNeed Funding Insurance Solutions bridges funeral homes and mortuaries with participating PreNeed insurance carriers, helping families access affordable insurance-funded plans through the funeral home's internal PreNeed sales representatives.
IndependentAgency-focused support
CollaborativeDesigned to strengthen internal teams
LocalizedConsumer outreach near partner locations
Family Security
Starts Here
3–10 MilesLocalized consumer targeting
IndependentAgency, IMO and MGA model
Partner-FocusedSupports funeral home teams
Insurance-BackedThrough participating carriers
How We Operate
A bridge between carriers, funeral homes, and families
Our structure is designed to support funeral homes—not compete with them. We help create access, coordination, education, and marketing opportunities around the funeral home's existing PreNeed program.
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Internal Team Support
Families can be served through the funeral home's own internal PreNeed sales representatives, preserving the relationship and continuity of service.
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External Consumer Marketing
We invest in outreach designed to introduce more local families to the value of planning and funding funeral arrangements in advance.
Our Marketing Advantage
Helping funeral homes reach more families in their local market
Through digital advertising, educational outreach, community awareness campaigns, referrals, and other strategic initiatives, we help create new opportunities for participating funeral home partners.
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Localized outreach
Campaigns may focus on consumers who live near participating locations.
Campaigns may focus on consumers who live near participating locations.
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Qualified opportunities
Interested consumers may be connected with a participating funeral home whenever possible.
Interested consumers may be connected with a participating funeral home whenever possible.
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Growth without disruption
Our goal is to complement the funeral home's internal sales efforts—not replace them.
Our goal is to complement the funeral home's internal sales efforts—not replace them.
Designed to support your existing PreNeed program.
Discuss a Partnership
Partnership Value
Better access for families. More opportunity for funeral homes.
A professional, collaborative model focused on education, affordability, service, and sustainable growth.
Benefits for Families
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Affordable monthly payment options
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Reduced financial pressure on loved ones
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Ability to make personal selections in advance
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Convenient insurance application process
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Insurance-backed funding through participating carriers
Benefits for Funeral Home Partners
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Additional consumer exposure
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Increased PreNeed sales opportunities
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Expanded community awareness
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Access to carrier and agency relationships
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Support for internal PreNeed representatives
Simple Partnership Process
From introduction to implementation
Consultation
We learn about your funeral home, service area, internal team, and growth objectives.
Carrier Alignment
We review available insurance and PreNeed funding relationships that may fit your program.
Team Coordination
We align the process with your internal PreNeed representatives and operating procedures.
Market Outreach
Consumer marketing can begin around the funeral home's local service area and partnership goals.
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Our purpose is to help funeral homes serve more families while protecting the value of their existing relationships, internal teams, and community reputation. — PreNeed Funding Insurance Solutions
Cynthia D. Davis
Marketing Director
Executive Leadership
Purpose-driven marketing that connects families with trusted funeral home partners
Cynthia D. Davis serves as Marketing Director for PreNeed Funding Insurance Solutions. She leads consumer outreach, community-awareness campaigns, funeral home partner marketing, and brand-development initiatives designed to help more families understand the value of planning ahead.
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Localized consumer outreach
Campaign strategies focused on the communities surrounding participating funeral homes.
Campaign strategies focused on the communities surrounding participating funeral homes.
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Partner growth support
Marketing programs designed to complement internal PreNeed representatives and expand market reach.
Marketing programs designed to complement internal PreNeed representatives and expand market reach.
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Family-centered communication
Clear, compassionate education that helps consumers understand affordable PreNeed funding options.
Clear, compassionate education that helps consumers understand affordable PreNeed funding options.
“We help funeral homes strengthen their community presence while helping families prepare with confidence, dignity, and care.”
Frequently Asked Questions
What funeral home partners should know
Does PreNeed Funding Insurance Solutions replace our internal PreNeed team?
No. Our model is intended to complement and support the funeral home's existing internal PreNeed sales representatives.
How does the external marketing work?
Marketing may include digital advertising, consumer education, community awareness, referrals, and other outreach strategies directed toward families near participating funeral home locations.
Who maintains the relationship with the family?
The funeral home can maintain the family relationship while its internal representative presents the available PreNeed options, subject to the structure of the partnership and applicable requirements.
Are plan availability and benefits guaranteed?
No. Product availability, eligibility, pricing, benefits, and guarantees depend on the participating carrier, policy terms, underwriting, and applicable law.
Let's Build Together
Grow your PreNeed program with a collaborative insurance and marketing partner.
Contact PreNeed Funding Insurance Solutions to discuss carrier access, internal sales support, localized consumer marketing, and partnership opportunities for your funeral home or mortuary.
PreNeed Funding Insurance Solutions
License: California Department of Insurance #6019089
Address:
15233 Ventura Blvd., Suite 500
Sherman Oaks, CA 91403
Phone: (818) 471-5050
Call for a Consultation