FUNIPLAN Logo

ASSURITY · MEMORABLE · TOGETHER

Complete Funeral Policy Management System

Multi-Company Support
Debit Order Collections
Advanced Analytics
Mobile Responsive
FUNIPLAN

Transform Your Insurance Operations

FUNIPLAN is a comprehensive, web-based funeral policy management system with automated debit order collections, designed to streamline operations, enhance customer service, and drive business growth for insurance companies across South Africa.

100%
Web-Based
3
User Roles
24/7
Access
Scalability

Role-Based Security

Secure access control with three distinct roles: Administrators, Company Owners, and Employees. Each role has precisely defined permissions.

Multi-Company Platform

Manage multiple insurance companies, each with their own branches, plans, policies, and complete operational independence.

Flexible Family Structures

Support for diverse family configurations including traditional families, single parents, extended families, and custom beneficiary arrangements.

Intelligent Policy Management

Automated policy numbering, status tracking, coverage validation, and payment scheduling with multiple frequency options.

Claims Workflow

Streamlined claims processing with owner approval requirements, document management, automated validation, and payment tracking.

Debit Order Collections

Automated debit order processing with customer banking details, collection targets, and multiple payment methods including cash, bank transfers, with receipt generation and payment analytics.

FUNIPLAN

Powerful Features for Every Need

From customer registration to claims payment, FUNIPLAN covers every aspect of funeral policy management with intuitive tools and automation.

Customer Management

Complete customer profiles with family member tracking, ID document storage, beneficiary management, and next-of-kin information.

Plan Configuration

Create flexible insurance plans with customizable coverage amounts, premium structures, waiting periods, and family inclusion rules.

Branch Management

Multi-branch support with location-specific operations, employee assignments, and branch performance tracking.

Cash Quotations

Generate professional quotations for cash sales with itemized pricing and instant conversion to active policies.

Funeral Schedules

Plan and track funeral services with integrated scheduling tools linked directly to claims and policies.

Automated Debit Order Collections

Full debit order management system with customer banking details storage, automated collection scheduling, collection targets tracking, payment notifications, and reconciliation tools.

Advanced Analytics

Payment analytics, collection targets, performance metrics, and comprehensive reporting for data-driven decisions.

Document Generation

Automated generation of policy documents, claim forms, receipts, and reports with PDF export capabilities.

Email Notifications

Automated email notifications for claims, payments, policy updates, and important system events using PHPMailer.

Activity Tracking

Complete audit trail with policy status logs, user activity tracking, and comprehensive change history.

Payment Refunds

Handle payment reversals and refunds with proper documentation and automated reconciliation processes.

Secure Authentication

Password reset functionality with secure tokens, session management, and role-based access control throughout the system.

FUNIPLAN

Why Choose FUNIPLAN?

Discover the competitive advantages that make FUNIPLAN the preferred choice for funeral insurance providers.

Rapid Deployment

Get started quickly with our streamlined installation process. From setup to first policy in under an hour.

Cost Effective

Eliminate expensive licensing fees and reduce operational costs with our efficient, all-in-one solution.

Infinitely Scalable

Grow without limits. Support unlimited companies, branches, policies, and users as your business expands.

Easy to Learn

Intuitive interface with minimal training required. Your team will be productive from day one.

Mobile Responsive

Access the system from any device. Full functionality on desktops, tablets, and smartphones.

Data Security

Bank-level security with encrypted passwords, secure sessions, and role-based access control.

Real-Time Updates

Instant synchronization across all users and devices. Everyone stays on the same page, always.

Customizable

Adapt the system to your specific business processes and requirements with flexible configuration options.

Reliable Database

Built on robust MySQL database with proper indexing, foreign keys, and data integrity constraints.

Export Capabilities

Export data to PDF, Excel, and other formats for reporting, analysis, and record-keeping.

Time Savings

Automate repetitive tasks and reduce manual data entry, freeing your team to focus on customer service.

Error Reduction

Built-in validation and automated workflows minimize human error and ensure data accuracy.

FUNIPLAN

Simple, Streamlined Workflow

From customer onboarding to claim payment, our intuitive workflow ensures nothing falls through the cracks.

1

Customer Registration

Register customers with complete family details and documentation

2

Policy Issuance

Select plan, configure coverage, and issue policy instantly

3

Payment Collection

Collect premiums via multiple methods with automated tracking

4

Claims Processing

Submit, review, approve, and pay claims with full documentation

Technical Specifications

Built with modern, reliable technologies for performance and stability.

Technology Stack

  • PHP 7.4+ (Backend)
  • MySQL 5.7+ (Database)
  • Bootstrap 5 (Frontend)
  • jQuery & DataTables
  • Font Awesome Icons
  • PHPMailer (Email)
  • TCPDF (PDF Generation)

Server Requirements

  • Apache Web Server
  • PHP 7.4 or higher
  • MySQL 5.7 or higher
  • 2GB RAM minimum
  • 500MB disk space
  • HTTPS recommended

Security Features

  • Password hashing (bcrypt)
  • Session management
  • SQL injection protection
  • XSS prevention
  • Role-based access control
  • Secure file uploads
  • Password reset tokens

Database Features

  • 21 optimized tables
  • Foreign key constraints
  • Indexed for performance
  • Prepared statements
  • Transaction support
  • Referential integrity
  • Cascading deletes
FUNIPLAN

Simple, Transparent Pricing

Flexible subscription plans that grow with your business. Pay only for what you need.

Starter
Up to 1,000 Policies
R900
per month
R0.90 per policy
  • Multi-company support
  • Unlimited branches
  • Unlimited users
  • Claims management
  • Debit order collections
  • Payment processing
  • Basic reporting
  • Email support
Professional
2,001 - 3,000 Policies
R2,700
per month
R0.90 per policy
  • Everything in Growth
  • Dedicated account manager
  • Custom integrations
  • White-label options
  • 24/7 phone support
  • Quarterly reviews
  • SLA guarantee
Enterprise
3,001+ Policies
R3,600+
per month
R0.90 per policy
  • Everything in Professional
  • Unlimited scaling
  • Custom development
  • On-premise deployment
  • Disaster recovery
  • Compliance assistance
  • Enterprise SLA

Pricing Calculator

Understanding our simple pricing model

Base Rate: R900 per 1,000 policies

Monthly Cost = ⌈Number of Policies ÷ 1,000⌉ × R900

500 policies = R900/month
1,500 policies = R1,800/month
3,200 policies = R3,600/month
5,000 policies = R4,500/month

What's Included

FUNIPLAN

System Modules Overview

Comprehensive functionality organized into logical, easy-to-navigate modules.

Company Management

Create and manage insurance companies with policy limits, branches, and complete operational control.

User Management

Manage system users with role assignments, permissions, and multi-company access control.

Branch Module

Multi-branch support with location management, employee assignments, and branch analytics.

Customer Module

Complete customer profiles with family structures, beneficiaries, and document management.

Policy Module

Full policy lifecycle management from issuance to renewal with automated numbering and tracking.

Claims Module

End-to-end claims processing with approval workflows, document verification, and payment tracking.

Payment & Debit Order Module

Automated debit order collections, multi-method payment processing with receipts, analytics, and automated reconciliation. Track collection targets and payment notifications.

Reports Module

Comprehensive reporting with company metrics, payment analytics, and performance dashboards.

Ready to Transform Your Business?

Contact us today for a personalized demonstration and discover how FUNIPLAN can streamline your funeral insurance operations.

Email
info@funiplan.co.za
Phone
072 613 0918
Website
www.funiplan.co.za