How the System Works
Get new clients - potential clients can apply online.
Sends Automated SMSes to new clients, payment reminders, premium paid notifications, and processing claims.
Easily see clients who have & haven't paid premiums.
View client payment history easily.
Manage financial reports (Daily cash up).
Upload ID copies, death certificates, and other documents.
Generate invoices on premiums paid and sales made.
Debit Order Premiums Collection (optional).
And so forth.
System Packages

Starter Package
- Capture up to 500 clients
- 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
- 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
- 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
- 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

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