A plan JenFlow doesn’t know yet
Import the families now on their current premium and finish the plan later. A reminder stays until you do.
Funeral policy data migration
Move from Excel without losing your history.
Bring existing members, dependants, policy numbers, plans, branches and payment history into JenFlow with a review-first import. Nothing is saved until you’re happy with it.
A safer way to switch
Nothing is imported until the matches make sense.
Different systems use different headings and layouts. JenFlow maps your file to its records and asks about anything uncertain before the final import.
- 1
Inspect every sheet
Upload your workbook. JenFlow finds the members, dependants, policies, plans, branches and payments, even across several sheets.
- 2
Map your columns
Your headings are matched to JenFlow’s fields. The mapping is saved, so the next import from the same system is automatic.
- 3
Match plans and add-ons
Each plan name in your file is matched to a plan in JenFlow, or set aside to finish later. Clients keep the premium they already pay.
- 4
Preview complete families
See totals, duplicates, missing details, policy numbers and price differences before anything is saved.
- 5
Import and carry on
Families land in the right branches with their policy numbers and payment history, and you carry on working the same day.
Built for imperfect spreadsheets
Your file doesn’t need to look like our template.
JenFlow reads the layouts parlours actually use.
One person per row
Main members and dependants each on their own row, linked by policy number.
Dependants in columns
Dependant 1, Dependant 2 and so on across the main member’s row.
Separate sheets
Members, dependants and payments kept on different sheets of one workbook.
Families underneath
Dependants listed in the rows directly below their main member.
What comes across
Your history, not just your names.
Re-imports fill in missing details without overwriting good information, so you can bring records across in stages.
- Main members and dependants, with ID numbers and dates of birth
- Existing policy numbers, checked for duplicates
- The premium each family already pays
- Plans, cover options and add-ons
- Branch for each policy
- Payment history, where your export includes it
- Joining dates and waiting periods
- Contact numbers for SMS
When something doesn’t fit
JenFlow asks instead of guessing.
A premium that doesn’t match the plan
The family keeps the premium they pay. The difference is listed so you can spot a missing rule.
Missing or unclear payment status
The policy is marked for review, so no arrears, lapses or SMS are started from information you can’t trust.
The same policy number twice
The import stops and shows both rows, so nothing is overwritten.
Send us a sample of your records.
Start the trial and import a few families yourself, or talk to us first about a larger or more complicated move.
R0 today. Payment method required; your plan starts after the trial unless you cancel.