Policies & Members
Manage policies, beneficiaries, premiums and customer records.
Run your entire funeral parlour from one system
Manage policies, members, premiums, claims, funeral cases, payments, staff, agents and customer communication from one platform built for funeral service businesses.
No card required · Full access · Cancel anytime
Parlour overview
Tuesday, 22 September
1 248
Active policies
R184k
Premiums
6
Open cases
Today at your parlour
View all01
Mthembu Family
Policy active
R450
02
Ndlovu Family
Premium received
R299
03
Jacobs Family
Case in progress
Today
Funeral operations
2 services today
Fleet ready4 / 4
Tasks complete8 / 10
Next service
Ndlovu · 11:30
Ndlovu · 11:30
One platform. Every part of your parlour.
Bring the work your team does every day into one calm, connected system.
Funeral Operations
Manage cases, services, mortuary, fleet, inventory and schedules.
Payments & Finance
Collect premiums, process payments and reconcile transactions.
Customer & Staff Experience
Give members, agents and employees their own tools and portals.
Four connected workspaces
Everyone gets the right experience
Parlour Admin
Your central command centre for policies, customers, claims, payments and operations.
Agents
Capture members, manage visits and track commissions from the field.
Members & Families
View policies, make payments, submit claims and access documents.
Employees
Access payslips, leave, schedules and internal information.
9:41
Your Parlour Assistant
Available now
Good evening. How can we help your family today?
I need to check my policy payment.
I can help. Please choose:
View payment status Speak to a consultant More options
Type a message…
WhatsApp + AI
Your parlour stays connected — even after hours
WhatsApp + AI built into your funeral service operation.
Start with our shared number or connect your own WhatsApp account. Families receive help, updates and reminders, while your team keeps control of every conversation.
24/7 assistance
Policy & payment information
Claims & funeral cases
Automatic reminders
Human handover
Lead capture
Connected payments
Get paid the way your customers already pay
Payments flow back into your system, helping you keep policies, customer balances and transactions up to date.
Pay@
Payment links & collections
PayFastby Network
Online payments
Netcash
Payments & debit orders
Ozow
Instant EFT
YOCO
Card payments
iKiKhokha
Card & mobile payments
EFT
Bank transfer
Cash
Cash collection
Core capabilities
The tools that keep yourparlour moving
A complete operating system without a long list of disconnected tools.
Policy & Member Management
Keep cover, beneficiaries, premiums and member records together.
Claims & Funeral Cases
Coordinate every case from first notice through the service.
Payments & Billing
Collect, record and reconcile premiums across payment methods.
Mortuary & Inventory
Track care, storage, coffins, stock and suppliers.
Fleet & Scheduling
Plan vehicles, services, staff and operational calendars.
CRM & Communications
Keep conversations, follow-ups and customer history connected.
Agents & Commissions
Support field capture, visits, targets and commission tracking.
Payroll & Employees
Run payroll and give employees access to their work information.
Member App
Let families manage policies, payments, claims and documents.
Analytics
See financial, customer and operational performance clearly.
Trusted payment partnersMultiple ways to payReal-time updatesBetter service for your clients
Kasi AI assistant
Answers for families at 10pm, without a staff member on call
Kasi reads from your own policies, payments and claims, so it answers with the family's real details, not general advice. When a question needs a person, it hands the chat to your team.
- For members
- Policy status, what is owed, how to pay, and claim progress, on WhatsApp or in the member portal.
- For your staff
- Find a member, explain a record, or draft a reply, from inside the system they already use.
- Hands over to a person
- Bereavements, complaints and anything unclear go straight to your Customer Service inbox.
- Stays inside your parlour
- Each parlour's assistant only sees that parlour's records.
Kasi · Member assistant
Replies using this parlour's records
Hi, is my policy still active? I missed last month.
Your Family Plan (POL-10293) is active. October's R220 premium is still open. You can pay at any Pay@ store with number 13158 0010293, or I can send you a payment link.
Send the link please. Also my mother passed away this morning.
I'm very sorry for your loss. I've sent the payment link, and I'm connecting you to Thandi at the parlour now so she can help you with the next steps.
Chat handed to a staff member
Speak to families in their language
The Member Assistant can understand and respond across all 11 official South African languages.
isiZuluisiXhosaSesothoSetswanaSepedisiSwatiXitsongaTshivendaAfrikaansEnglishisiNdebele
Purpose-built
Not a generic CRM. A funeral service operating system.
PoliciesMembersClaimsFuneral CasesMortuaryCoffins & InventoryFleetAgentsPaymentsWhatsAppStaffMember Portal
Full access for seven days
See what your parlour can do with one system
Start with a 7-day free trial and explore the full Funeral Service System.
No card required. No long-term commitment.
Start my free trialPolicies & members
Claims & funeral cases
Payments & subscriptions
WhatsApp & communications
Scheduling & operations
Staff & agent tools
Plans that grow with you
Start with the package that fits your parlour
Every plan includes the core tools. Choose by the number of members you manage.
100 Members
R 300 / month
Up to 100 members
1 admin login
1 staff / agent login
500 Members
R 800 / month
Up to 500 members
1 admin login
5 staff / agent logins
5 000 Members
R 2 350 / month
Up to 5 000 members
5 admin logins
25 staff / agent logins
Referral Partner Programme
Know a funeral parlour that needs better systems?
Refer funeral businesses and earn ongoing tier commission for as long as they keep paying. Grow through partner tiers for higher rates, plus one-time growth bonuses when you reach qualifying milestones.
Rates depend on active paying referrals and ongoing referral activity. Qualification, approval and payout rules apply.
How the programme works & terms