From policy to payout. All in one place.
The complete management platform for funeral parlors and policy brokers. Track policies, capture payments, process claims, and generate compliance reports — from a single dashboard.
Everything you need
One platform to run your entire operation
Replace your spreadsheets, receipt books, and paper files with a purpose-built system designed for the South African funeral industry.
Policy Lifecycle Management
Track every policy from application through waiting period, active coverage, arrears, and payout. Automated status transitions keep nothing falling through the cracks.
Payment Ledger & Receipts
Capture cash, EFT, card, and debit order payments with auto-generated receipt numbers. Append-only ledger ensures a complete, tamper-proof financial trail.
Claims Processing
Streamlined workflow from submission to payout. Auto-validates waiting periods and payment status. Document uploads and approval tracking built in.
7 Compliance Reports
Monthly collections, arrears, lapsed policies, new business, claims, agent performance, and member statements. Export to PDF with your branding.
Multi-Branch Management
Manage multiple branches from a single dashboard. Role-based access for admins, branch managers, and staff. Filter all data by branch.
Client Self-Service Portal
Give policyholders their own login to view coverage, check payment history, and track claim status. Reduce phone calls and walk-ins.
See it in action
Designed for the way you work
Complete policy lifecycle tracking
Manage every policy from application to payout. Filter by status, branch, or search by member name, ID number, or phone.
- Automated policy numbering per branch
- Status badges: Active, Arrears, Lapsed, Waiting, Claimed
- Dependant management with cover details
- Waiting period and lapse tracking
Every payment, accounted for
An append-only payment ledger that gives you a tamper-proof record of every transaction. Filter by method, branch, date range, or staff member.
- Auto-generated receipt numbers (RCP-0001, RCP-0002...)
- Cash, EFT, debit order, card, and PayFast support
- Payment reversals with reason tracking
- Auto-updates policy status on payment
Reports your underwriters will love
Seven purpose-built PDF reports with your branding. Generate monthly collections, arrears, lapsed policies, and agent performance reports in seconds.
- PDF export with your logo and branch name
- Date range and branch filtering
- Member statements for individual policyholders
- Agent performance tracking
Built for South Africa
Regulatory compliance, built in
Purpose-built for the South African funeral insurance industry. Every feature considers local regulations, ID formats, and business practices.
SA ID Validation
Built-in 13-digit SA ID number validation with Luhn algorithm. Auto-extracts date of birth and gender.
Insurance Act Compliant
Enforces the R100,000 maximum cover limit per the Insurance Act 2017. Waiting periods capped at 6 months per PPR Rule 2A.
FAIS Audit Trail
Immutable, append-only audit log records every action with user attribution. Payments can never be deleted — only reversed with full traceability.
Automated Notifications
Payment reminders, arrears alerts, lapse notices, and claim updates via WhatsApp and SMS. Keep policyholders informed automatically.
Get started in minutes
Three steps to a modern funeral business
Create your organization
Sign up and set up your funeral parlor profile. Add your branches, invite staff, and configure your policy plans.
Register members and policies
Add policyholders with SA ID validation, create policies with automated numbering, and manage dependants and coverage.
Manage your business
Capture payments, process claims, generate compliance reports, and track everything from a single dashboard.
Ready to modernize your funeral business?
Join funeral parlors across South Africa who are replacing spreadsheets and receipt books with Farewell Business.