For funeral service providersPolicy Administration, Fully Managed.
One secure system for all your member accounts, payments, claims and sales reps, connected to your website so new sign-ups flow straight in.
Why parlours choose it
Take control of every member account
01
Every member account in one placeClient & Dependant Records
Stop chasing paper files and spreadsheets. Every principal member and their dependants sit in one organised, searchable record, with policy details, cover, beneficiaries and a full history.
- Principal members, spouses, children and extended family on one policy
- Search by name, ID number, policy number or cellphone in seconds
- Policy status at a glance: active, lapsed, waiting period, claimed
- Import your existing member list from a spreadsheet
- Notes, documents and a history of every change
Get this set upMembers (sample data)
Sample member AFamily coverOK
Sample member BSingle coverOK
Sample member CFamily coverDue
Sample member DWaiting period...
02
Fewer lapsed policiesAutomated WhatsApp Reminders
Payment reminders and confirmations go out by themselves, every time. Members get a friendly message before a payment is due, and a confirmation the moment it is received.
- Reminders before the due date and after a missed payment
- Instant payment confirmations to the member
- Your wording and your parlour name on every message
- Fewer calls from your staff, fewer policies lapsing
Get this set upWhatsApp (sample)
Hi, your premium is due on the 25th. Thank you for staying covered.
Payment received, thank you. Your policy is up to date.
03
Payment tracking you can trustFlexible Payment Options
Members pay the way that suits them, and every rand is tracked against the right member. We set up the payment channels for you: Pay@ for retail cash payments and Netcash for deposits, alongside EFT, debit orders and card.
- Pay@: members pay cash at retail tills, matched to their policy
- Netcash: deposits tracked and reconciled to each member
- EFT and debit orders with your reference format
- Card payments
- See who has paid, who is late and who has lapsed, in real time
- We handle the payment-channel setup as part of onboarding
Get this set upPayments (sample data)
Pay@ retail cashMatchedOK
Netcash depositMatchedOK
EFTMatchedOK
Debit orderUnpaidDue
04
Faster, fully documented claimsClaims Made Simple
Submit, track and approve claims with a complete document trail. Everyone on your team can see where a claim stands, and nothing gets lost when a family needs you most.
- Capture a claim in minutes against the right policy
- Upload and keep the supporting documents
- Stage-by-stage tracking from submitted to paid
- Approval steps and an audit trail of who did what
Get this set upClaim progress (sample)
1Submitted
2Documents received
3Approved
4Paid
05
Home Affairs-linked checksID Verification
Know who you are covering. Verify every policyholder with manual checks, or bureau-integrated checks that are linked to Home Affairs identity data, to cut down on fraud and wrong details.
- Manual ID checks with a recorded result
- Bureau-integrated verification linked to Home Affairs data
- Catch mismatched names, ages and ID numbers early
- Verification status shown on every member record
- Integrated checks depend on your bureau agreement; we help you set it up
Get this set upID check (sample)
✓ID number valid
✓Name matches record
✓Date of birth matches
!Review: deceased flag
06
Grow your policy bookSales Rep Onboarding
Your sales reps sign up new clients from their own phones, anywhere. New policies flow straight into your records, so nothing is retyped and no form is lost in a bakkie.
- Each rep has their own login
- Sign up a client and their dependants on a phone
- See sales by rep and follow up on leads
- No double capturing: the sign-up is the record
Get this set upSales this month (sample)
Rep one14
Rep two9
Rep three6
07
Built with POPIA in mindBank-Grade Security
Your members' personal information deserves real protection. The system is encrypted, access-controlled and built with POPIA in mind, with backups so your data is safe.
- Encrypted connections and hashed passwords
- Role-based access: staff only see what they should
- Audit trail of important actions
- Regular backups
Get this set upProtection (sample)
✓Encrypted in transit
✓Role-based access
✓Daily backups
✓Activity log
08
Integrated with your websiteAlways-On Hosting
We host and look after the system for you, live 24 hours a day. It connects directly to your funeral parlour website, so new sign-ups flow straight in.
- Hosted and monitored by us
- Connected to your website
- We set it up, load your branding and train your staff
- Monthly price by member band, no surprises
Get this set upService (sample)
HostingOnline
Website linkConnected
BackupsDaily
Payment methods setupWe set up how your members pay
Pay@ for retail cash payments and Netcash for deposits are set up for you as part of onboarding, so every payment lands against the right member.
Pay@Retail cash paymentsMembers pay in cash at retail tills. We set up Pay@ for you and each payment is matched to the member's policy.
NetcashDepositsWe set up Netcash for deposits so premium deposits are tracked against the right member and reconciled.
EFTBank transfersMembers pay by EFT using their own policy reference so every payment is matched.
Debit orderMonthly collectionsCollect premiums by debit order and see which collections failed.
CardVisa & MastercardMembers can pay by card when they prefer it.
Getting started
Live in four steps
1Order online
Place your setup order. You get your unique account number and invoice straight away.
2Pay by deposit
Pay by direct deposit using your account number as the reference.
3We set it all up
We load your branding, import your members and set up Pay@ and Netcash.
4Train and go live
We train your staff and your reps, and you go live.
PricingPriced by the size of your policy book
One setup fee, then a flat monthly fee for your member band.
0 to 500 members
R750/month
- R3500 once-off setup fee
- Members, payments, claims and reps
- Pay@ and Netcash payment setup
- Secure hosting and backups
- Training for your staff
501 to 1000 members
R1200/month
- R3500 once-off setup fee
- Members, payments, claims and reps
- Pay@ and Netcash payment setup
- Secure hosting and backups
- Training for your staff
More than 1000 members? We will quote you. Billing is pro rata for the first month, then monthly on the 1st.
Order setup onlineStart your setup today
Place your order and we create your account and your unique account number. Pay by direct deposit using that number as the reference, and we begin your setup.
- Instant invoice by email
- Pay@ and Netcash set up for you
- Your own account number as payment reference
Prefer to see it first?Request a demo and quote
Tell us about your funeral parlour. We will show you the system and confirm your price.