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For Funeral Professionals

Why do business with Homesteaders?

With more than a century in the funeral profession, we understand the challenges you face every day. Homesteaders offers personalized solutions and programs to support your daily business operations and grow your business. 

Serving you and your community.

Homesteaders partners with you to create a preneed plan that’s right for you and your community. Learn more about our exceptional service from Brandon Full, Homesteaders Director-Business Development.

Brandon Full

Growing your business.

Homesteaders offers personalized preneed solutions and programs to grow your business.
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Growing Your Business

Personalized preneed.

We offer preneed solutions tailored to your unique needs and customized for your business — because we know you deserve better than a one-size-fits-all approach.
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Growing Your Business

Funeral home lending.

Our exclusive funeral business conventional loan program — offered through The Bancorp Bank — meets a demand for lending solutions within the funeral profession beyond a traditional SBA loan, with $5 to $20 million in financing.

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Growing Your Business

Casket price protection.

With our exclusive P3® Casket Price Protection Plan, you can lock in wholesale costs of Matthews Aurora™ Funeral Solutions caskets or urns on qualifying Homesteaders-funded policies.

A personalized approach to preneed.

A one-size-fits-all approach doesn’t provide the options you need, so we offer customized choices to grow your business, designed for your unique needs. Hear about our personalized approach from Scott Morris, Homesteaders VP-Business Development.
Scott Morris

Funeral home operations.

We’ve built technology solutions to support and enhance your daily business operations so you can spend more time doing what matters most — serving families.

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Funeral Home Operations

myHomesteaders® app.

Our myHomesteaders® app makes it even easier to manage your preneed program right from your smartphone, providing access to important policy information anywhere you’re connected.
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Funeral Home Operations

EnGauge CRM.

EnGauge is a cloud-based customer relationship management (CRM) platform that transforms how you manage interactions with families. The platform includes features to help you find and manage leads and sell anywhere, from any device.

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Funeral Home Operations

Online enrollment.

Save time — and postage — by completing new business applications online. With online enrollment, we can issue policies faster and more accurately for your client families.
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Funeral Home Operations

eFuneral.

Through a custom online storefront that integrates with your existing website, eFuneral connects you with preneed and at-need families who want to plan online.
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Funeral Home Operations

Case management integrations.

You can now integrate your Homesteaders business into the system you already use, increasing efficiency for your funeral home business.
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Funeral Home Operations

Marketing Order System (MOS).

We created an extensive library of funeral home marketing pieces — free or at a significant discount for our customers. These expertly crafted pieces save you time and resources, while helping you connect with your community.

Online funeral planning.

Our online funeral planning partnership with eFuneral allows people in your community to plan their funeral online from start to finish — an option for those who may have never taken the step to preplan otherwise. Learn more about eFuneral from Cole Waybright, Homesteaders VP-Sales Optimization.
Cole Waybright

Education and training.

Homesteaders offers expert-led, free or low-cost continuing education courses and online and in-person preneed training for funeral professionals. Each course provides the latest trends and information on key topics in the profession.

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Education and Training

Continuing education courses.

We provide convenient online continuing education (CE) courses for funeral professionals to fulfill state-required CE credits. Topics are thoughtfully selected and led by a dedicated Homesteaders trainer.
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Education and Training

Online preneed training.

Through our Successful Sales Essentials program, we offer free webinars to help you boost your preneed selling skills and better serve families. We also provide an online library of previous webinars that you can access anytime.
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Education and Training

In-person preneed training.

Our Successful Sales Strategies program provides hands-on, in-person, low-cost preneed sales training. These in-depth courses allow funeral professionals to collaborate and sharpen skills alongside peers.

Learn more about our preneed training classes.

We offer online and in-person classes to boost your preneed selling skills. Our classes dive into topics and trends to help you better serve families. Learn more about these classes from Greg Norris, Homesteaders Regional Director.

Greg Norris

Aftercare resources for the families you serve.

We know that serving families doesn’t stop after the funeral service. That’s why Homesteaders provides aftercare and grief resources for funeral providers to support grieving families in your community.

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Aftercare Resources

Elevia text-based aftercare.

Elevia’s text-based aftercare program sends your client families a personalized text message on meaningful occasions and anniversaries following their loved one’s death. A real person sends and responds to every message.
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Aftercare resources

For Grief.

For Grief is an online platform that offers grief resources to support families as they grieve. From an online support group and bookshop to downloadable guides and on-demand webinars, For Grief offers grief support when families need it most.

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Aftercare Resources

Community funding.

Treasured Memories Community Funding is a safe crowdfunding option to support families who need extra monetary assistance. With no platform cost and low transaction fees, donated funds go directly to those who need them.
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Aftercare Resources

Grief resources.

Homesteaders designed a library of grief resources for funeral professionals to share with families, including booklets on specific types of grief, journal prompts and helpful blog posts. 

Text-based aftercare.

Following up with families after the funeral service can be a challenge, but with Elevia’s text-based aftercare program, you can support grieving families in your community when they need it most. Learn more about Elevia from Scott McClellan, Homesteaders Director-Business Development.
Scott McClellan

Homesteaders is the clear choice.

Homesteaders is the clear choice for leading funeral providers who want to offer exceptional service to families while growing their business.
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Financial strength.

AM Best Company, a global rating agency focused on the insurance industry, has affirmed Homesteaders’ financial strength with an A- (Excellent) rating*. You can be confident entrusting Homesteaders with your families’ preneed funds.

*AM Best Company, a global rating agency focused on the insurance industry, has affirmed Homesteaders Life Company’s financial strength rating of A- (Excellent) with a stable outlook. Effective May 2025. For up-to-date ratings, visit ambest.com.

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Dedicated customer service.
With extensive training and a growing bilingual team, our customer service team answers a dedicated phone line to support our funeral home customers and agents. Our specialized claims team is skilled at paying claims quickly and efficiently – often within 24 to 48 hours.
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Agent incentive trips.
Through our annual Homesteaders Club and Leaders Conference incentive trips, we recognize and reward our top-performing agents. Previous years’ trips took agents to Rome, Italy and Puerto Rico.

Our financial strength.

Along with our A- (Excellent) AM Best rating, Homesteaders’ strategic investments position us to continue serving our funeral home partners and families for the next 100 years and beyond. Hear more about our financial strength from Scott McClellan, Homesteaders Director-Business Development.
Scott McClellan

Resources (curated resources to help you boost your business and best serve families)

Preneed Motivators

See what motivates consumers to prearrange — and what that means for your funeral home.

Annual Report

Explore highlights from 2024 in Homesteaders Life Company's Annual Report of Company Performance.

Personal Expressions Guide

Record your funeral and memorial wishes for your loved ones in this helpful guide.

FAQs about Homesteaders.

What support does Homesteaders offer to help grow my funeral home’s preneed program?

At Homesteaders, we offer personalized preneed solutions, dedicated account executives, industry-leading customer service and innovative programs and resources to continue your education and grow your business.

How can Homesteaders help with aftercare for the families we serve?

We partner with trusted providers like Elevia and For Grief to offer text-based outreach and grief support resources to families so you can stay connected beyond the funeral service.

What operational tools does Homesteaders provide to save time and reduce administrative tasks?

The myHomesteaders® dashboard and EnGauge CRM help simplify business management, track performance and improve efficiency for busy funeral home teams.

How does Homesteaders support continuing education for funeral professionals

We offer high-quality, expert-led continuing education courses, both online and in person, to help you grow your skills and stay up to date on trends and topics in the funeral profession.

What makes Homesteaders different from other preneed insurance providers?

With more than 119 years in the funeral profession, affirmed financial strength, customer-focused service and flexible, personalized preneed solutions, we’re committed to helping you succeed — no matter the size or individual needs of your funeral home business.

If you have additional questions, please get in touch! Our team looks forward to connecting with you.

Ready to get started?

Connect with us to take the next step toward personalizing your preneed and growing your funeral home business. We’re here to partner with you every step of the way.