AdminSystems



Business Challenges



Common problems faced by your business in lack of an Admin system.

Problem

Avoiding human errors up client registration.

Our Solution

The system automates policy numbers and indicates missing fields.

Problem

Delayed premium payments.

Our Solution

The system sends out automated SMSes for payment reminders.

Problem

Losing client important documents.

Our Solution

The system has a document feature to upload files and retrieve on any device.

Problem

Avoid delayed payslips.

Our Solution

Easily create payslip by retrieving employee details on the system.

Problem

Struggling with debit orders.

Our Solution

Our system is integrated with debit order service providers eg. Pay@, Payfast & netcash.

Problem

Manually informing clients of updates.

Our Solution

With the notification portal you can send a broadcast message to multiple clients.

How the System Works

The System Simplified

  • Get new clients - potential clients can apply online.
  • Sends automated SMSes (payment reminders, notifications, etc.).
  • Track clients who have/haven’t paid premiums.
  • View full payment history easily.
  • Manage financial reports (daily cash up).
  • Upload documents (IDs, death certificates, etc.).
  • Generate invoices for premiums and sales.
  • Debit order premiums collection (optional).

System Packages



Starter Package

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

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

  • 5,000 SMSes

  • 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

  • 50,000 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