Key Features

• Policy Management: Seamlessly manage policies for main members, families, and extended networks. Automatically track policy renewals and status updates.
• Collections Management: Effortlessly handle premium collections through multiple payment methods, including cash, debit orders, retail store payments, and more.
• Document Management: Securely store and easily retrieve all important documents, ensuring efficient organization and accessibility.
• Fully Customisable: Tailor the platform to your specific business needs. Adapt the solution to fit your unique processes, from policies to payment schedules.
• Full Reporting & Insights: Gain actionable insights through comprehensive dashboards and detailed reporting. Make informed decisions with real-time data and trend analysis.
• Product Management: Efficiently create, update, and manage your funeral service offerings — including packages, pricing, caskets, transportation, floral arrangements, and value-added services — all from one platform.