Funeral parlour software features
Everything a funeral parlour runs on, in one system.
Funeral policy administration, premium collection, arrears, plans, claims, SMS reminders, branches and reports, designed around the way South African parlours and burial societies actually work.
01 · Members and policies
A family record, not a pile of separate files.
When a member visits or calls, find their policy and everyone it covers. Personal details, dependants, documents, cover and the payment position live together on one policy.
How your team uses it
- Register the main member and add their dependants.
- Choose the plan, cover option and any add-ons. The premium is worked out for you.
- Return to the policy any time to see details, documents and payment history.
What else is included?
- Keep existing policy numbers when importing, with duplicate checks.
- A separate policy-number series for each branch.
- Correct personal details with the right staff permission.
- Add dependants later, under the rules and charges of their plan.
- Waiting periods tracked for each person covered.
One main-member policy counts toward your JenFlow plan. Dependants on that policy don’t count separately.
02 · Payments and arrears
Know what came in, and who still needs a call.
Record each premium against the right policy and month. Follow families who are behind, close every day with a cash-up, and correct mistakes the right way.
How your team uses it
- Find the policy by name, ID or policy number.
- Record the amount and method; JenFlow pays off the oldest month first.
- Print the receipt or send it by SMS.
What else is included?
- Arrears list across branches, sorted by what is owed.
- Daily branch cash-ups, approved by a manager.
- Only managers can reverse a payment, and must give a reason.
- Policies that pass their lapse date are archived, with renewal or deletion options.
- Historical payments from your old records kept separate from today’s cash-up.
A paid or unpaid label in an old spreadsheet isn’t a payment history. JenFlow flags it for review instead of inventing receipts.
- Policy
- FC-0182 · Family Cover
- Owed
- R220 for October
- Branch
- Main branch
03 · Plans, benefits and add-ons
Your plans, priced exactly as you sell them.
Set up a family plan in minutes, or build detailed per-person pricing. Every staff member then quotes the same price, every time. Try it on the example plan.
How your team uses it
- Pick a starting point: family plan, priced per person, cover levels or single person.
- Set who is covered, age limits, extra-person fees and waiting periods.
- Test a few example families, then publish.
What else is included?
- “Up to N people, any relationship” or separate limits per group.
- Age bands and age-based extra prices.
- Optional add-ons such as catering or a cattle benefit.
- A fee to skip the waiting period when a lapsed policy is renewed.
- Plan versions, so price changes never silently change what existing clients pay.
Bring your brochure to the trial. We’ll help you check your real age limits, benefits and exceptions before you move your clients.
Try it
Price a family the way your counter will.
Your plans, your rules: family size, age limits, extra-person fees, add-ons and waiting periods. JenFlow does the sums, so every staff member quotes the same price.
Example plan for illustration. You set your own prices in JenFlow.
3-month waiting period for natural causes.
04 · Claims and funeral cases
The facts at hand when a family needs you.
Open a claim against the policy and the person who passed away. JenFlow shows what has been checked and what still needs attention, and keeps the funeral arrangements with it.
How your team uses it
- Open a claim against the policy and the covered person.
- Review waiting-period, arrears and cover warnings.
- Record the decision and track the funeral case through to the service.
What else is included?
- Supporting documents stored privately with the claim.
- Warnings about arrears, waiting periods and policy status.
- Decisions recorded against the person who made them.
- Policy succession or cancellation handled by the plan’s rules.
Eligibility findings are warnings for your staff to assess. Your business makes the claim decision.
05 · SMS notifications
Reminders that do the chasing for you.
Payment receipts, reminders before premiums are due, missed-payment warnings, lapse notices and claim updates go out by SMS, in your parlour’s name.
How your team uses it
- Switch on the messages you want.
- Adjust the wording and when reminders are sent.
- JenFlow sends them automatically; scheduled reminders go out between 08:00 and 18:00.
What else is included?
- SMS credits included with every plan, with more available in the app.
- Each message is sent once, never duplicated.
- Members can opt out, and are never messaged after that.
- Message activity and credit use visible in settings.
Messages go to the cell number on the member’s policy, so keeping numbers up to date matters.
06 · Branches and staff
Each branch runs its day. Head office sees them all.
Owners and managers sign in with their own accounts. Counter staff unlock the branch computer with their own PIN, and see only what their role allows.
How your team uses it
- Add your branches and their policy-number formats.
- Add staff to the right branch and role.
- Branches work day to day; management oversees every branch.
What else is included?
- Roles and permissions for viewing, adding and editing.
- Counter screens lock after a few minutes without activity.
- Management sign-ins end after inactivity, and other devices can be signed out.
- Every important action recorded against the person who did it.
Branch and staff allowances depend on your JenFlow plan, and can be raised from your account.
07 · Reports and oversight
Turn a report into the next useful action.
See collections, arrears and branch activity without waiting for a spreadsheet from each team, then follow up straight from the list.
How your team uses it
- Open the dashboard and reports your role allows.
- Follow up families in arrears, open tasks and records needing review.
- Export to Excel when you need to look deeper.
What else is included?
- Company-wide and branch-level views.
- Collections, arrears and member growth over time.
- A full export of your data at any time.
- Import warnings kept visible until they are fixed.
Reports reflect what is captured or imported. Missing dates or premiums are flagged, not hidden.
Already on Excel or another system?
Bring your families with you.
Field mapping, plan matching and a review-first import bring your existing records into JenFlow, with policy numbers and premiums intact.
See your parlour in JenFlow this week.
Start free for 15 days, or let us walk you through it with your own plans and records.
R0 today. Payment method required; your plan starts after the trial unless you cancel.