Policy management software
for the funeral industry.
We empower insurance companies, funeral parlours, administrators and brokers to navigate the complexities of policy administration with an integrated, innovative user-friendly system.
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.
Key Features
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.
Scalable and Flexible
Our cloud-based solution adapts to your growing needs, accommodating increasing policy volumes and integrating seamlessly with existing systems.
Simple and powerful
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.
Better policy
mangement.
Navigate the complexities of policy administration with an integrated and user-friendly system. Ensuring a smooth and efficient experience for both insurers and policyholders.
Enhanced Customer Experiences.
Deliver exceptional customer service with a platform that facilitates efficient communication and streamlines policyholder interactions.
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