System Modules Overview

Eight integrated modules covering the complete operational spectrum of funeral insurance management

Comprehensive Management Solutions

From organizational setup through financial reporting and analytics, FUNIPLAN has you covered

Company Management

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

  • Multi-company support
  • Policy limit configuration
  • Branch management
  • Operational controls

User Management

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

  • Role-based access control
  • Permission management
  • Multi-company access
  • User activity tracking

Branch Module

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

  • Location management
  • Employee assignments
  • Branch analytics
  • Performance tracking

Customer Module

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

  • Complete customer profiles
  • Family member tracking
  • Beneficiary management
  • Document storage

Policy Module

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

  • Policy issuance
  • Automated numbering
  • Lifecycle tracking
  • Renewal management

Claims Module

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

  • Claims submission
  • Approval workflows
  • Document verification
  • 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.

  • Automated collections
  • Multi-method payments
  • Payment analytics
  • Reconciliation tools

Reports Module

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

  • Company metrics
  • Payment analytics
  • Performance dashboards
  • Custom reports

Ready to Explore These Modules?

See how FUNIPLAN's integrated modules can transform your business operations