Comprehensive funeral policy management capabilities spanning the entire operational lifecycle
Complete customer profiles with family member tracking, ID document storage, beneficiary management, and next-of-kin information.
Create flexible insurance plans with customizable coverage amounts, premium structures, waiting periods, and family inclusion rules.
Multi-branch support with location-specific operations, employee assignments, and branch performance tracking.
Generate professional quotations for cash sales with itemized pricing and instant conversion to active policies.
Plan and track funeral services with integrated scheduling tools linked directly to claims and policies.
Full debit order management system with customer banking details storage, automated collection scheduling, collection targets tracking, payment notifications, and reconciliation tools.
Payment analytics, collection targets, performance metrics, and comprehensive reporting for data-driven decisions.
Automated generation of policy documents, claim forms, receipts, and reports with PDF export capabilities.
Automated email notifications for claims, payments, policy updates, and important system events using PHPMailer.
Complete audit trail with policy status logs, user activity tracking, and comprehensive change history.
Handle payment reversals and refunds with proper documentation and automated reconciliation processes.
Password reset functionality with secure tokens, session management, and role-based access control throughout the system.
Join hundreds of funeral insurance providers using FUNIPLAN
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