LegacyPol keeps members, families, premiums, arrears, funerals and claims together, and collects premiums on WhatsApp so your team only handles the exceptions.
The dashboard opens on what needs action today: premiums unpaid this month, members close to suspension, reminders going out and funerals coming up.
Built for South African funeral parlours and burial schemes, from one branch to many.
A single view of each member: family, beneficiaries, payments, arrears, policy, claims, documents and messages.
Configurable packages with benefits per family member, age-based premiums, waiting periods, suspension and reinstatement.
Eligibility and document checks, health declarations and a risk score on every application, then approve, refer or decline.
Cash, EFT, debit order, card, mobile and bank deposits. Import bank statements and payments match themselves to policies.
A funeral register and a digital claim workflow, from documents and verification to approval and payout.
Agent applications, performance and commission; branch-level views; membership, premium, arrears, claims and financial reports.
Collections Autopilot reminds members, takes the payment and updates the policy on its own. Your staff see only the exceptions.
Your own logo, colours, branches, members, agents and payment gateway on every plan. WhatsApp, SMS and payment processing are billed at cost.