Policy Administration

Our software offering streamlines and automates crucial processes within the funeral industry, empowering you to effectively administer and oversee policies while ensuring a seamless and hassle-free experience for policyholders. We provide complete and secure administration and payment solutions via multiple platforms while preventing theft and fraud. Our system offers documented policies, procedures and forms. Standard templates are available for electronic application forms, policy certificates, terms and conditions, emails  and SMS/WhatsApp available. Lapse, retention and conversion processes are available and well documented. A data management policy is also available.

Our services, your benefits:

• We provide you with a comprehensive toolset for Financial Service Providers to manage your products, maintain customer relationships, and ensure compliance with industry regulations.
• Improve your efficiency by automating routine administrative tasks. This reduces the time and effort required to manage policies and, therefore, leads to operational efficiencies and cost savings.