Most funeral home owners have a general sense that their preneed program could be better. They don't always know why, or where. An independent audit gives you the unvarnished picture — what your program is actually doing, how it compares to high-performing programs in NC and SC, and what the clearest path forward looks like.
What the Audit Covers
Key Performance Indicators
- Penetration rate vs. at-need volume
- Monthly contract volume and trend
- Average contract value
- Conversion rate (lead to signed contract)
- Cancellation rate and causes
- At-need capture rate from preneed families
Carrier & Product Review
- Current carrier terms and commission structure
- Product-to-demographic fit
- Trust accounting compliance
- Carrier service record and claims history
- Alternatives worth considering
Sales Process Evaluation
- Lead generation sources and effectiveness
- Initial inquiry handling
- Appointment setting process
- Family presentation approach
- Follow-up systems and CRM usage
- Close rates by counselor
Compliance Documentation
- NC/SC licensing current and in order
- Required disclosures in contract process
- Trust and insurance documentation
- Staff credential verification
- State board record — any pending actions
What You Receive
Written Findings Report
A detailed document covering every area audited — with your actual metrics, how they benchmark against top-performing NC/SC programs, and what's driving the gaps.
Prioritized Action Plan
Not a list of everything that could be better — a sequenced roadmap of what to address first, why, and what impact it's likely to have on contract volume and program health.
Carrier Comparison (if applicable)
If your current carrier isn't the right fit for your demographic or your goals, you'll see exactly why — with alternatives evaluated on the criteria that matter to your funeral home.
Debrief Call
A live review of the findings with you and any key staff. Opportunity to ask questions, clarify recommendations, and discuss implementation sequence.
Who Typically Orders an Audit
Volume is flat or declining
Contracts written the same as three years ago — or fewer — and you don't know exactly why.
New ownership or management
You've acquired or taken over a funeral home and want to understand what the preneed program actually looks like before making changes.
Carrier renegotiation coming up
Your carrier contract is up for renewal and you want independent analysis of whether you're getting a fair deal.
Compliance concern
You've had a staff turnover, received a state inquiry, or simply haven't done a thorough documentation review in a while.
Before a major investment
Considering hiring a full-time preneed counselor, launching a community seminar campaign, or switching carriers — and want analysis before committing.
Program relaunch
A dormant or very low-activity program being restarted — the audit defines the baseline and the gap before the relaunch plan is built.
Audit Investment
Program audits are priced based on the size and complexity of the funeral home's operation.
Single-location funeral home
$2,500–$3,500
Single counselor or owner-operated program
Multi-location or complex program
$4,000–$6,000
Multiple counselors, locations, or carriers
Travel within NC and SC included. Price confirmed after a brief discovery call to scope the engagement.
Request a Program Audit
The first conversation is a no-cost, confidential 30-minute call to understand your situation and confirm that an audit is the right next step.