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Funeral parlour software features

From a family’s first policy
to the work that follows.

Explore how JenFlow connects member records, premiums, plan rules, claims and branch teams. Start with the everyday tasks; open the extra detail when you need it.

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A familiar task, step by step

A member comes in to pay.

Follow a simple example of the payment workflow.

Illustrative workflow · fictional data · not a live account

JF-DEMO-001Example family policyPremium due
Monthly premium
R120.00
Branch
Main branch

Start with the right family.

Search for a member or policy number and check the payment position before capturing a premium.

01 / Members and policies

A family record, not a pile of separate files.

When a member visits or calls, find their policy and the people covered by it. Keep personal information, documents and the payment position together.

How your team uses it

  1. Register the main member and add their dependants.
  2. Choose a funeral plan, coverage option and applicable add-ons.
  3. Return to the policy to review details, documents and payment history.
What else is included?
  • Keep existing policy numbers when importing, with duplicate checks.
  • Use a separate number prefix and sequence for each branch.
  • Correct personal information with the appropriate staff permission.
  • Add further dependants subject to the rules and charges configured for that plan.

One main-member policy counts toward your JenFlow subscription allowance. Its dependants do not count as separate policies.

02 / Payments and arrears

Know what came in—and what still needs a call.

Record a member’s premium against the right policy. Follow unpaid accounts, review the payment record and reconcile collections at branch level.

How your team uses it

  1. Find the policy and review its payment position.
  2. Record the amount, payment method and relevant reference.
  3. Print the receipt and review the updated payment record.
What else is included?
  • Filter unpaid policies to focus the team’s follow-ups.
  • Review dated transactions and payment allocations.
  • Bring in historical payments where your export contains them.
  • Keep historical imports out of today’s cash-up totals.

A paid/unpaid label in an old spreadsheet is not a complete transaction history. Missing history needs review; it must not become invented receipts.

03 / Plans, benefits and add-ons

Keep simple plans simple. Make room for the exceptions.

Start with a plan name, premium and benefits. Add coverage options and household rules when your products need more detail—not because every plan has to be complicated.

How your team uses it

  1. Set the core plan price, cover, benefits and included people.
  2. Configure age bands, paid extra members or add-ons where needed.
  3. Review the family’s quote and confirm the premium before saving.
What else is included?
  • Group different coverage options under the same marketed plan.
  • Configure category and age restrictions, member limits and waiting periods.
  • Offer optional services such as catering as eligible add-ons.
  • Use an authorised custom premium when the standard price does not fit.
  • Use plan versions to manage changes without silently replacing existing contracted premiums.

Use the trial to check your actual age boundaries, benefits and pricing exceptions with us before moving all your policies.

04 / Claims and funeral cases

Keep the facts close when a family needs you.

Keep the deceased person’s details, claim documents and case progress connected to the policy. Make it clear what has been checked and what still needs attention.

How your team uses it

  1. Open a claim against the relevant policy and covered person.
  2. Review payment, waiting-period and eligibility warnings.
  3. Record the decision and coordinate the funeral case and its tasks.
What else is included?
  • Track supporting documents and claim progress.
  • See warnings about arrears, waiting periods and policy status.
  • Record acknowledgements and decisions for later review.
  • Manage policy cancellation or succession according to the applicable plan rules.

Eligibility findings are warnings for staff to assess. JenFlow does not make the claim decision for your business.

05 / Branches and staff

Give each branch its own workspace. Keep the owner informed.

Owners and general managers use their own management accounts. Branch teams sign into their branch and use assigned staff PINs, with access controlled by role and permissions.

How your team uses it

  1. Register your branches and set up their branch logins.
  2. Assign staff to the appropriate branch and role.
  3. Manage daily work locally, with oversight from head office.
What else is included?
  • Keep company-wide plan rules consistent across branches.
  • Manage employee details and HR records with authorised access.
  • Set permissions for viewing, adding and editing information.
  • Keep staff activity attributable to the person doing the work.

Branch and staff-seat allowances depend on the JenFlow subscription. Adding capacity requires management approval of the subscription change.

06 / Reports, tasks and oversight

Turn a report into the next useful action.

Review collections, arrears and branch activity without requesting a separate spreadsheet from each team. Use tasks and review flags to follow up on information that needs attention.

How your team uses it

  1. Review the dashboard and reports available to your role.
  2. Follow unpaid policies, open tasks and records needing review.
  3. Export the relevant information for further checking.
What else is included?
  • Review company and branch-level activity according to permissions.
  • Trace changes through available audit records.
  • Export member, policy and payment information.
  • Keep import warnings visible so the team can correct incomplete records.

Reports reflect the information captured or imported. Missing dates, premiums or payment history need to be resolved, not hidden.

Your records are part of the move

Already using Excel or another system?

See how field mapping, plan matching and a review-first import help you bring existing families into JenFlow.

Explore data migration →

See it with your own records

A clearer operation can start this week.

Try JenFlow for 15 days, or book a guided demonstration for your management team.

Payment method required for the trial. Your selected plan renews after 15 days unless cancelled.

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