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Policy Admin Systems

System Plans

To ensure a smooth system customization process, kindly provide the following details:

  • Business Logo
  • Full Business Name
  • Contact details (email, address, etc.)
  • Login page image
  • Policy number sequence (e.g. SPF001...)

Once ready, please email these details, along with the Proof of Payment (POP) to , using your business name as the reference. Please allow 1 - 7 working days for the customization process to be completed.

Starter Package

Starter Package

  • Capture up to 500

  • 200 Automated SMSes (R1 per SMS - top up)

  • 1 Automated policy number sequence

  • Limit of 10 users

  • Upload up to 1000 documents

  • Unlimited premium statements, receipts & policy certificates

R450/pm

Professional Package

Professional Package

  • All Starter Package features +

  • Capture up to 1000 clients

  • 500 Automated SMSes

  • Online client application link

  • Automated sales agent commissions

  • Up to 3 automated policy number sequences

  • Limit of 100 users

R920/pm

Business Package

Business Package

  • All Professional Package features +

  • Capture up to 5000 clients

  • 1000 Automated SMSes

  • Standard Client portal

  • Payroll feature

  • Up to 8 automated policy number sequences

  • Unlimited users

R1479/pm

Advanced Package

Advanced Package

  • All Business Package features +

  • Up to 15,000 client policies

  • Client premium payments via portal

  • Claims integrated with underwriter

  • Clients can log claims via portal

  • WhatsApp client notifications

R3150/pm

Advanced Package

Unlimited Package

  • All features on advanced package +

  • Capture unlimited number of clients

  • Unlimited SMSes

  • Live chatbot with technical support team

  • Social media integration

  • Unlimited automated policy number sequences

  • Unlimited users (Director,Admin,Clerk...)

  • Customer channel experience

R21 387/pm