Homesteaders Solutions

A preneed system built for you.

Not the other way around.

We help the core parts of your business work better together, building real momentum. This isn’t a cookie-cutter, one-size-fits-all program. It’s a flexible, customized system focused on what matters most to you.

Momentum That Multiplies

Homesteaders Solutions

Homesteaders Solutions brings the core parts of your preneed program into alignment, so everything works together with more clarity and less friction.

When your strategy, tools, marketing, training and people support one another, your program builds natural momentum. It becomes easier for families to engage, easier for your team to stay consistent and easier for your business to grow in a way that reflects your values and your community.

 

Vector illustration of a funeral home director exchanging a handshake between an older man and a woman.

Support at every stage of preneed growth.

Growing a successful preneed program takes more than strong sales conversations. It requires the right people, ongoing development, consistent lead flow, clear tools and visibility into what’s working.

  • Analysis & Strategy

    Preneed Program Analysis

    Many funeral homes sense untapped potential but lack the visibility to act. Our Preneed Program Analysis combines your data with real-time market indicators to show where you’re gaining traction and where growth is possible.

    A flywheel graphic with
  • Sales Enablement

    Equip agents to serve better.

    Sales enablement gives your team the support they need to guide families through the planning experience with clarity and confidence. Each tool plays a role in helping your team stay organized, consistent, and connected.

    A flywheel graphic with
  • Sales Recruiting

    Hiring the right preneed talent.

    Hiring the right preneed professional takes time and many funeral homes struggle to find strong candidates. Our Sales Recruiting support team helps identify people who fit your culture and can serve families well so you can hire with more confidence and less guesswork.

    A flywheel graphic with
  • Agent Training

    Strengthen agent performance.

    Many agents start strong but need continued direction to grow with consistency. Our Training and Development team supports them through structured agent onboarding, our in-person Successful Sales Strategies class for honing skills and ongoing training and education through our on-demand digital series. This helps your team build confidence, stay aligned and improve results over time.

    A flywheel graphic with
  • Lead Generation

    Demand built for your market.

    Lead generation is successful when families receive the right message in the right medium at the right time. Our Lead Generation engine leverages targeted digital campaigns, direct mail, seminar marketing, community outreach and engagement that continues after the service. Each effort is shaped to your market, so interest grows month after month and your pipeline stays full of qualified families.

    A flywheel graphic with
  • Reporting & Analytics

    Clarity behind every decision.

    Clear reporting shows what is working and where to focus next. Our Reporting and Analytics tools bring your activity and performance into one view so you can track progress in real time and make informed, confident decisions.

    A flywheel graphic with

Preneed Program Analysis

Many funeral homes sense untapped potential but lack the visibility to act. Our Preneed Program Analysis combines your data with real-time market indicators to show where you’re gaining traction and where growth is possible.

A flywheel graphic with

Equip agents to serve better.

Sales enablement gives your team the support they need to guide families through the planning experience with clarity and confidence. Each tool plays a role in helping your team stay organized, consistent, and connected.

A flywheel graphic with

Hiring the right preneed talent.

Hiring the right preneed professional takes time and many funeral homes struggle to find strong candidates. Our Sales Recruiting support team helps identify people who fit your culture and can serve families well so you can hire with more confidence and less guesswork.

A flywheel graphic with

Strengthen agent performance.

Many agents start strong but need continued direction to grow with consistency. Our Training and Development team supports them through structured agent onboarding, our in-person Successful Sales Strategies class for honing skills and ongoing training and education through our on-demand digital series. This helps your team build confidence, stay aligned and improve results over time.

A flywheel graphic with

Demand built for your market.

Lead generation is successful when families receive the right message in the right medium at the right time. Our Lead Generation engine leverages targeted digital campaigns, direct mail, seminar marketing, community outreach and engagement that continues after the service. Each effort is shaped to your market, so interest grows month after month and your pipeline stays full of qualified families.

A flywheel graphic with

Clarity behind every decision.

Clear reporting shows what is working and where to focus next. Our Reporting and Analytics tools bring your activity and performance into one view so you can track progress in real time and make informed, confident decisions.

A flywheel graphic with

Designed to work for you.

Step 1

Schedule a discovery.

Build on what you have today, not a one-size-fits-all model.

Step 2

Build what fits.

Customize tools and support around your goals and community.

Step 3

Improve interactions.

Create smoother experiences for both families and staff.

Step 4

Sustain the results.

Turn clarity and consistency into steady, long-term growth.

Sales Enablement

Tools that help with growth.

Managing a successful preneed program requires tools that work together, not disconnected systems. Our technology solutions are designed to simplify workflows, improve visibility and support meaningful engagement with families at every stage. Together they help your team stay organized and responsive while creating a better planning experience.

EnGauge
Clarity for every lead.
Clarity for every lead.
EnGauge

Many teams manage leads and follow-up through a mix of notes, spreadsheets and scattered systems. Our EnGauge CRM brings everything into one place so you can see activity clearly and track where each family is in the process. It helps your team stay consistent and gives you a real-time view of performance.

eFuneral
Meet families online.
Meet families online.
eFuneral

Families expect simple online options, but many funeral providers lack a storefront that showcases their service-centered offerings. eFuneral gives you an approachable digital planning experience that aligns with your brand and invites families to plan any time of day. It creates a path for new business without adding extra work for your staff.

Enroll
Paperless from start to finish.
Paperless from start to finish.
Enroll

Paper enrollment slows down the planning experience and creates room for errors. Enroll and Enroll+ offer a streamlined digital process that helps agents complete cases with speed and ease. The platforms improve the experience for families and give your team more confidence from start to finish.

Elevia
Support beyond the service.
Support beyond the service.
Elevia

Most funeral providers want to stay connected with families after the service but struggle to keep communication timely and consistent. Elevia helps you maintain meaningful contact through supportive text messages, check-ins, resources and review prompts. This in turn keeps relationships warm, reinforces trust and strengthens your reputation in the community.

 

EnGauge

Many teams manage leads and follow-up through a mix of notes, spreadsheets and scattered systems. Our EnGauge CRM brings everything into one place so you can see activity clearly and track where each family is in the process. It helps your team stay consistent and gives you a real-time view of performance.

eFuneral

Families expect simple online options, but many funeral providers lack a storefront that showcases their service-centered offerings. eFuneral gives you an approachable digital planning experience that aligns with your brand and invites families to plan any time of day. It creates a path for new business without adding extra work for your staff.

Enroll

Paper enrollment slows down the planning experience and creates room for errors. Enroll and Enroll+ offer a streamlined digital process that helps agents complete cases with speed and ease. The platforms improve the experience for families and give your team more confidence from start to finish.

Elevia

Most funeral providers want to stay connected with families after the service but struggle to keep communication timely and consistent. Elevia helps you maintain meaningful contact through supportive text messages, check-ins, resources and review prompts. This in turn keeps relationships warm, reinforces trust and strengthens your reputation in the community.

 

Support For All Parts of Funeral Homes’ Preneed Efforts

Why Homesteaders Solutions exists.

"Funeral homes invest deeply in serving families. But growing a preneed program in today’s market requires more than individual tools or one-off tactics. It takes alignment. Homesteaders Solutions supports that alignment. We help bring clarity, structure and momentum to the parts of your business that influence preneed growth. Whether you are looking to strengthen your strategy, equip your team or improve your lead activity, our goal is to support the way you already serve your community."

Steve Shaffer, President, CEO & Board Chair
headshot-steve-shaffer-667x1000-1225

Get started today.

When your preneed program works in sync, progress feels easier and more sustainable. Complete the form below to explore how Homesteaders Solutions can help bring clarity, consistency and long-term growth to your program.