
201 - 500 employees
Founded 2004
🏥 Healthcare
💼 Consulting
🛡️ Insurance
Healthcare • Consulting • Insurance
Precoa is an AI-enhanced online form, survey, and engagement platform that helps organizations design interactive forms, collect and act on contact data, and automate workflows. The product emphasizes AI-assisted form building, analytics and reporting, integrations with other business apps, templates for common use cases (lead gen, registration, HR), and enterprise-grade features for larger teams. It’s positioned as a SaaS solution serving marketing, product, HR, and customer success teams.
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201 - 500 employees
Founded 2004
🏥 Healthcare
💼 Consulting
🛡️ Insurance
Healthcare • Consulting • Insurance
Precoa is an AI-enhanced online form, survey, and engagement platform that helps organizations design interactive forms, collect and act on contact data, and automate workflows. The product emphasizes AI-assisted form building, analytics and reporting, integrations with other business apps, templates for common use cases (lead gen, registration, HR), and enterprise-grade features for larger teams. It’s positioned as a SaaS solution serving marketing, product, HR, and customer success teams.
• Meet virtually with pre-qualified families exploring funeral preplanning • Follow up on pre-set, qualified leads and appointments • Connect with families, empower them, and help them plan ahead • Apply sales skills to drive a higher closing rate • Represent one of the organization’s strongest partners • Build a flexible and rewarding sales business in a purpose-driven organization
• Interest in sales or previous sales experience • Ability to demonstrate common sense, compassion, and empathy on the phone and with colleagues • Experience working as part of a diverse team to achieve a common goal • Comfort with PC operations, software, and video conferencing • Ability to adapt quickly in a fast-moving environment
• Ongoing training, mentorship and professional development • Flexible schedule with the ability to set your own schedule • Uncapped earning potential • Bonuses based on performance • Qualified, warm leads and appointment-setting support • Proven marketing programs • Support from a nationally recognized preneed leader and Top Workplace for 14 consecutive years
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