Services
At NextGen Legacy Planning, we offer an extensive suite of services to provide your funeral home exactly what it needs. The following represents only a portion of these. To learn more about everything we do, give us a call!
PRENEED
A successful preneed program requires a multifaceted approach, and at NextGen, we’ve covered all the bases. Our preneed marketing is customized specifically to your needs. We will assess your specific requirements and develop a program that aligns perfectly with your goals. From direct mail and community events to life planning seminars and aftercare programs (just to name a few initiatives), we use every tool to educate your community on the need for preplanning and ensure the future success of your funeral home. We are partnered with National Guardian Life for our preneed services.
CUSTOMER RELATIONSHIP MANAGEMENT
Today, every funeral service provider needs as Customer Relationship Management (CRM) system: software that helps you organize client families and leads, while also making it easy to do outreach. As a partner of NextGen, you’ll have access to a CRM that enables you to call, email, text, or mail information to families. It also includes an autodialer for agents seeking additional resources. This will elevate your sales to the next level while keeping your contacts organized.
AFTERCARE
Having a robust aftercare program is essential to the success of your at-need and preneed initiatives. We offer a variety of aftercare programs tailored to meet the specific wants and needs of your funeral home. Additionally, we provide a survey that can be sent to previously served families to gather feedback on services and identify clientele for the future.
COMMUNITY EVENTS
Having a balance of marketing approaches—online marketing, offline marketing, and live events—is the best way to leave no stone unturned in generating a strong preneed program and increasing your branding for at-need calls. We take part in various community events throughout the year to enhance brand awareness and promote planning options while also representing your funeral home in the community whenever possible.
SOCIAL MEDIA LEAD GENERATION
We live in a time when everyone is on the internet, including the demographic most interested in preplanning and final expense options. In partnership with Ring Ring Marketing (which specializes in funeral marketing), we provide customized social media ads targeted to families who would be interested in these services.
SEARCH ENGINE OPTIMIZATION
How well your funeral home ranks on search engine results pages (SERPs) makes a massive difference in whether you get the call, especially for at-need situations where the family doesn’t already have a plan in place. We work with Ring Ring Marketing to improve your visibility on Google and other search engines through SEO and related strategies.
FINAL EXPENSE
Final expense insurance is one of our main specialties. We work with a variety of top insurers to ensure your clientele can customize a plan that fits their specific needs, from funeral-related expenses to additional funds for family members. Our providers include National Guardian Life, Transamerica, Gerber Life Insurance, Foresters Financial, Royal Neighbors, Mutual of Omaha, Occidental Life, and American Amicable Life.
Those are just some of the services you can receive when you partner with NextGen Legacy Planning. If you’re interested in a particular service and don’t see it here, don’t worry: If it’s related to helping your funeral home succeed, we almost certainly offer it! Simply reach out so we can start a conversation and explore how NextGen can fulfill your needs.