The calm command centre for the business of farewell.
Policies, payments, claims, compliance (and now your books) in one considered platform. Purpose-built for South African funeral parlours and brokers who carry families through their hardest days.
FAIS-aligned audit trail · Insurance Act 2017 cover limits · POPIA-conscious by design
- Append-only audit trail
- 100%
- Compliance-ready reports
- 7
- Cover limit, auto-enforced
- R100k
- Payment methods, one ledger
- 6
Append-only audit trail
Compliance-ready reports
Cover limit, auto-enforced
Payment methods, one ledger
The platform
Everything the practice needs, nothing it doesn't
One system in place of spreadsheets, receipt books, and paper files. It is designed around the way a funeral parlour actually runs.
Policy lifecycle
Every policy from application through waiting period, active cover, arrears, and payout. Status moves itself, so nothing slips.
Payment ledger & receipts
Cash, EFT, card, debit order, and PayFast captured to one append-only ledger, each with an auto-numbered receipt you can hand over.
Claims, handled with care
A guided path from submission to payout that quietly checks waiting periods and payment standing, with documents kept where they belong.
Reports underwriters trust
Collections, arrears, lapses, new business, claims, agent performance, and member statements: branded PDFs in a few seconds.
Multi-branch control
Run every branch from one dashboard with role-based access for admins, branch managers, and staff. Filter the whole book by branch.
Client self-service portal
Give policyholders a calm login to see cover, payment history, and claim status, quietening the front-desk queue.
A closer look
Considered down to the last detail
Policies
The whole book, at a glance
Filter by status or branch and search by member, ID, or phone. Open any policy to see dependants, cover, and the full payment story.
- Automated policy numbering, per branch
- Active, arrears, lapsed, waiting, claimed, at a glance
- Dependant management with cover detail
- Waiting-period and lapse tracking, automatic
Payments
Every rand, accounted for
An append-only ledger gives you a tamper-evident record of every transaction. Corrections are reversals, never edits, the way regulation expects.
- Auto-numbered receipts (RCP-0001, RCP-0002…)
- Cash, EFT, debit order, card, and PayFast
- Reversals with a reason, fully traceable
- Policy status updates the moment you capture
Reports
Month-end in minutes, not nights
Seven reports carry your logo and branch. Pull collections, arrears, lapses, or agent performance for any period, ready to send.
- Branded PDF export with your logo
- Date-range and branch filtering
- Member statements for any policyholder
- Agent performance, paid and captured
Your accountant's favourite feature
Books brings full accounting inside Farewell Business. Keep the cashbook, raise invoices, track bills, and watch profit and cashflow in real time. Policy income flows through from payments automatically.
A cashbook that balances itself
Income, expenses, and transfers on a clean single-entry ledger: every movement audited, every figure in rands, never floats.
Premium income, derived, never re-keyed
Policy premiums flow through from your payments automatically. Read-only, reconciled, and impossible to double-count.
Invoices, bills & VAT201
Raise invoices, record bills, and produce VAT summaries, profit & loss, and cashflow without leaving the platform.
Branch-aware by design
Attribute every flow to a branch and read profit, cashflow, and expenses per branch, while balances stay consolidated.
Included free during early access.
Built for South Africa
Regulation, quietly handled
Every feature is built around local regulation, ID formats, and the realities of the South African funeral industry. Compliance is the default, not an afterthought.
SA ID validation
Thirteen-digit SA ID validation with the Luhn check, auto-extracting date of birth and gender as you type.
Insurance Act, enforced
The R100,000 cover limit (Insurance Act 2017) and the six-month waiting-period cap (PPR Rule 2A) are enforced for you.
FAIS audit trail
An immutable, append-only log records every action with the person behind it. Payments are reversed, never deleted.
Automated notifications
Payment reminders, arrears alerts, lapse notices, and claim updates over WhatsApp and SMS. Families stay informed.
Getting started
Up and running in an afternoon
Set up your parlour
Create your organisation, add branches, invite staff with the right roles, and shape your policy plans.
Bring across your book
Register policyholders with SA ID validation, create policies with automatic numbering, and capture dependants and cover.
Run the day, calmly
Capture payments, move claims along, keep the books, and pull compliance reports, all from one dashboard.
Questions
The things people ask first
Is our data secure and POPIA-conscious?
Yes. Data is hosted on managed PostgreSQL in the EU, every action is recorded to an immutable audit log, and access is governed by role-based permissions. Claim documents live in a private store and are served only through short-lived, signed links.
Can we move off spreadsheets and receipt books?
That is exactly what Farewell Business replaces. Register members and policies with guided, validated entry, capture payments to a proper ledger, and leave the paper trail behind, without losing the audit history regulators expect.
Does it handle multiple branches?
Throughout. Data and reporting are branch-aware, staff get role-based access per branch, and the whole book (including the accounting module) can be read per branch or consolidated.
What does it cost?
The core platform is free to get started. Books, the built-in accounting module, is a premium add-on and is included during early access. Talk to us about pricing for larger groups.
Is there anything for policyholders on their phones?
Yes. Policyholders can link their cover in the Farewell app by scanning a QR code, and the self-service portal lets them check cover, payments, and claim status from any browser.