Policy management software for the funeral industry.

What our system offers

From seamless onboarding to efficient claims processing and renewals

POLICY MANAGEMENT

Manage your Main Members, Spouses, Extended family and Children.

COLLECTIONS MANAGEMENT

Manage premium collections easily via Cash Collections, Debit Orders, Stop Orders.

STATUS MANAGEMENT

Manage status of Policies, from auto-lapsing features to status workflow options.

DOCUMENT MANAGEMENT

Manage uploaded documents per policy & print a range of template documents.

CLAIMS MANAGEMENT

Manage claims, keep up to date with claims and payouts.

Underwriter management

Manage multiple underwriters, products and systems.

Automated Workflows

Automate critical tasks like policy issuance, renewal reminders, and endorsement processing, freeing your team to focus on higher-value activities.

Centralised Policy Management

Maintain a single source of truth for all your insurance policies. Our secure platform eliminates data silos and simplifies access to policy information.

Real-time Reporting and Analytics

Gain valuable insights into your portfolio with comprehensive reports and dashboards. Track key metrics, identify trends, and make data-driven decisions.

Our cloud-based solution adapts to your growing needs, accommodating increasing policy volumes and integrating seamlessly with existing systems.

includes
Customisable options to take back control of your business.
Comprehensive reporting within the system with ability to filter on multiple levels.

Simplified policy loading and administration with a user-friendly system. Eliminating complicated drop-downs, utilising icons to streamline management, ensuring effective and straightforward policy handling.

includes
Manage societies, members  payments and claims.
Faster policy issuance & efficient claims processing

Navigate the complexities of policy administration with an integrated and user-friendly system. Ensuring a smooth and efficient experience for both insurers and policyholders.

Boost Efficiency and Productivity

Automate manual tasks and streamline processes to get more done with less.

Reduce Errors and Improve Accuracy

Minimize the risk of errors with automated workflows and centralized data management.

Improved Risk Management

Gain deeper insights into your portfolio with robust reporting and analytics, enabling proactive risk mitigation strategies.

Deliver exceptional customer service with a platform that facilitates efficient communication and streamlines policyholder interactions.