Funeral parlours
Organise funeral cover, member and dependant records, premiums, claims and branch operations in one system.
Explore policy workflows
Policy administration for South African teams
Policy operations software built for South African teams
Bring member records, products, policy servicing, premium workflows, claims, team activity and reporting into one connected administration platform.
Members
Records & dependants
Policies
Products & servicing
Operations
Claims, payments & teams
1 / 3
Connected operations
More than policy records
Coordinate member service, products, sales follow-up, collections, claims and team work from a shared administration platform.
Member Management
Manage member and dependant records, beneficiaries and related documents alongside connected policy details.
Policy Administration
Create and manage funeral, life, disability, vehicle and legal policies. Configure premiums, cover amounts, waiting periods and grace periods per product.
DebiCheck & Collections
Manage configured mandate and collection workflows, review reported outcomes and reconcile failed debit attempts.
Claims Processing
Record claim submissions and supporting documents, follow review decisions and track approved claims through payout.
Member Self-Service Portal
Give members access to an online portal for policy and payment history and claim submissions. Login and message options depend on configuration.
Campaigns & Communication
Configure available channels for member messages, reminders and campaigns. Delivery depends on your messaging-provider setup.
Agent & Branch Network
Manage agent access, policy relationships, commission schedules and branch operations with role-aware workspaces.
Compliance Records & Reporting
Organise compliance records and review commission and reporting information. Your organisation remains responsible for its own regulatory obligations.
Reports & Analytics
Review operational reports covering members, policies, payments, collections, claims and team activity.
Lead management
Organise new enquiries, assign follow-up, set priorities and record contact outcomes without confusing a prospect with an active policy.
Renewals & ongoing servicing
Track renewal work and policy changes through the available administration workflows. Provider delivery and payment outcomes remain configuration-dependent.
Data import workflows
Review eligible source files, validate records and plan a migration before introducing existing member information to a live account.
Getting Started
Build a setup that fits your operation
Review the setup steps, configure your products and confirm any data migration or provider requirements before onboarding members.
1
Register Your Organisation
Register your organisation, review the available plans and complete the initial account setup.
2
Set Up Your Products
Create your funeral or life cover products, configure premium rates, cover amounts, waiting periods and commission structures.
3
Onboard Your Members
Add members from the admin workspace, configure agent access and enable available self-service options for your organisation.
4
Collect & Manage Policies
Use the configured workflows to review payments, manage collections, track claims and coordinate follow-up across the team.
Plans
Choose a plan for your operation
Plan limits, included features, trial eligibility and subscription terms are shown from the current account configuration.
Free
R0
current free-plan configuration
Limited plan for very small operations
- 50 members
- 50 policies
- 1 agents
- 1 branches
Starter Business
R799
per month
For small funeral parlours
- 500 members
- 1,000 policies
- 5 agents
- 5 branches
- Policy and member administration
- No trial on this plan
Growth
R2,499
per month
Mid-size operations
- 5,000 members
- 10,000 policies
- 100 agents
- 50 branches
- Policy and member administration
- No trial on this plan
Enterprise
R6,999
per month
Large-scale multi-branch operations
- Unlimited members
- Unlimited policies
- Unlimited agents
- Unlimited branches
- Policy and member administration
- No trial on this plan
Who It’s For
Policy administration for teams that serve members
Bring member, policy and claims work into a shared administration platform built for South African insurance operations.
Insurance brokers
Coordinate policy administration, agent activity, member servicing and reporting across your operation.
Explore administration toolsLife administrators
Manage products, policy servicing, payment workflows and claim progress with tenant- and role-aware access.
See the platform features
Practical help
Common questions
Browse guidance on access, payments, claims and account setup in the knowledge base.
It helps insurance and funeral businesses organise member records, policies, premium operations, sales follow-up and claims. Polisystem brings these administration workflows together in one browser-based platform.
Polisystem is designed for South African funeral parlours, insurance brokers and life administrators that manage members, policies, branches, agents and claims.
The platform includes policy and claims administration and tools for payment and DebiCheck collection workflows. Available providers, mandate processing and payment outcomes depend on your organisation’s configuration. A payment is not confirmed just because a debit date has passed.
Import support depends on the type and format of your data. Confirm the available member and policy migration options for your files with Polisystem before starting a migration.
No. Polisystem is administration software and does not hold a financial-services licence or guarantee that an operator is compliant. Each funeral parlour, broker or insurer is responsible for its own authorisations and applicable legal obligations.
Hosting location, encryption, backups and retention depend on the service and hosting configuration. Ask Polisystem for the current details for your deployment and review your privacy and data-processing obligations before uploading member or claims information.
The free trial lasts 10 days. Review the plan and subscription terms during sign-up for details about access and data retention after the trial.