Frequently Asked Questions about Business Management Software that Improves Your Funeral Business Operations
Operations & Administration
Effective administration requires centralisation and automation.
- easiPol streamlines your admin by providing a single, web-based platform accessible from your office, and extends efficiency to the field with an optional dedicated Android device for mobile tasks like new policy applications and payment processing.
- It manages client/policy details, documents, claims, and even stock, reducing manual work.
The best approach involves using dedicated software designed for policy administration.
- easiPol offers robust features for this via its web platform, allowing you to manage member details, track policy statuses, handle documents, and manage claims.
- New policy applications can also be captured effortlessly in the field using the easiPol Android device.
Accuracy comes from having a single source of truth, updated in real-time. easiPol provides this through its centralised, secure database accessible via the web platform. Information captured or updated via the optional Android device in the field syncs back to ensure data consistency.
Streamlining involves automating processes and enabling mobile capabilities. easiPol achieves this via its web platform (automating collections, standardising workflows) and its optional Android device, which streamlines mobile business operations like on-the-spot policy sign-ups and payments, significantly boosting field efficiency.
Best practices involve secure, centralised, accurate, and easily accessible digital records. easiPol facilitates this through its secure web platform and ensures that data captured remotely via the optional Android device (like new policies or payment receipts) becomes part of the central, secure record system with full audit trails.
Managing distributed teams requires accessible systems and mobile tools. easiPol’s web-based platform allows access from any branch. Furthermore, the optional easiPol Android device empowers your field agents to perform key tasks like signing up new members and collecting various payment types directly, streamlining remote operations.
Yes, integrated software helps manage core logistics. easiPol’s web platform includes tools within its Funeral Administration module for creating funeral files, managing schedules, tracking costs, and managing stock levels, ensuring better coordination.
Improving workflows involves reducing manual steps and leveraging technology where needed. easiPol achieves this through automation on its web platform and by extending key workflows, like new policy applications and payment transactions, directly into the field via its dedicated Android device.
Finance, Payments & Security
Automation and payment flexibility are key. easiPol simplifies collections via automated Debit Orders, Stop Orders, and EasyPay through its web platform. Additionally, the optional easiPol Android device allows agents to securely accept Debit, Credit, and SASSA card payments on the spot (online or offline), significantly increasing collection opportunities and reliability, especially in the field.
The best methods offer compliance, convenience, and reliability. easiPol supports leading automated options like compliant Debit Orders and Stop Orders via its web platform. It also adds flexibility with its optional Android device, enabling secure card payments (Debit/Credit/SASSA) and even offline payment capture for areas with poor connectivity.
Yes, solutions must handle various methods securely. easiPol provides secure processing via its web platform and extends this security to the field with its optional Android device. This allows for secure capture of various payment types, including card payments (Debit/Credit/SASSA), tailored for the African operational environment.
Preventing fraud requires robust systems with controls and audit trails. easiPol incorporates strong anti-fraud measures on its web platform and ensures that transactions processed via the secure Android device are also logged and tracked, providing end-to-end security and traceability.
Implementing systems with user controls and transparent logging is crucial. easiPol helps prevent internal issues through strict user access controls on the web platform and maintains detailed audit trails for all actions, including transactions performed on the optional Android devices, promoting accountability.
Technology improves cash flow through reliable collections and real-time visibility. easiPol provides predictable income via automated web collections and enhances field collection success rates with its optional Android device (accepting cards and offline payments). Real-time reporting integrates all collection data for better financial planning.
Accurate reconciliation requires centralised data. easiPol simplifies this by tracking all premium collections, whether via automated web processes or captured through the Android device in the field, against specific policies and providing comprehensive reports suitable for underwriter reconciliation.
Secure handling demands compliant technology. easiPol manages payment information within a secure web framework adhering to data protection laws (like POPIA). The optional Android device extends this secure handling for card payments processed directly in the field.
Key controls include secure payment methods, clear reporting, fraud prevention, and accountability. easiPol delivers these through its web platform and reinforces them with the secure transaction capabilities and audit trails associated with its optional Android device
Software & Technology
Look for adaptable solutions handling diverse payment methods (including cards like SASSA), web access, robust security, and features tailored to funeral admin. easiPol is built for this market, offering a web platform and an optional Android device specifically designed for field operations (accepting cards, working offline).
Yes, specialised software is more effective. easiPol is purpose-built for funeral administrators, focusing on managing policies, members, premiums, and claims via its web platform, with capabilities extended to mobile policy applications via its optional Android device.
Web-based (cloud) software like easiPol offers secure access from anywhere, automatic updates, scalability, and no need for local servers. This flexibility is crucial for office staff and is complemented by easiPol’s optional dedicated Android device for efficient field operations.
Focus on value and flexible models. easiPol is a reliable, market-leading platform providing significant ROI. It offers flexibility where you only pay for the software modules you need, and the optional Android hardware is available via affordable 12 or 24-month rental options. Contact Sales for details.
Leading businesses use integrated management software (ERPs) that centralise operations. easiPol provides this comprehensive web platform, often complemented by mobile tools like the easiPol Android device to empower field teams and streamline customer interactions fully.
Use a platform built for security. easiPol employs encryption, access controls, and data protection compliance (like POPIA) on its web platform. Data captured via the optional secure Android device is integrated into this secure environment.
Yes, easiPol functions as a specialised CRM for the funeral industry via its web platform, managing client interactions, policies, documents, and claims. The optional Android device enhances the customer interaction aspect by enabling easy mobile sign-ups and transactions.
Yes, integrated systems offer the most efficiency. easiPol seamlessly combines member/policy management on its web platform with comprehensive payment processing, including extending payment capabilities (cards, offline) to the field via its optional Android device.
Essential tools include a central management platform and mobile capabilities. easiPol provides the core web-based software and complements it with an optional, dedicated Android device designed for key field tasks like mobile policy applications and secure payment collection (cards, offline).
easiPol excels at operational financial management (premiums, claims, reporting) via its web platform and mobile device inputs. This data provides accurate figures for your separate, standard accounting software (like Sage, QuickBooks, etc.) which handles the final company accounts.
Technology like easiPol boosts efficiency by automating web-based tasks (collections, reminders), centralising data, reducing errors, providing instant access to information, AND by streamlining field operations through its optional Android device which enables mobile sign-ups and diverse payment collections (including cards, offline) on the spot.
Equipping field agents with the right mobile tools is key. easiPol offers an optional Android device specifically for this. It allows agents to effortlessly capture new policy applications and process transactions (including Debit/Credit/SASSA card payments, even offline) directly on the device, streamlining the entire field process.
Offline payment capability is crucial in such scenarios. The optional easiPol Android device is designed to capture payments even when offline.The transaction data is securely stored on the device and syncs automatically once connectivity is restored, ensuring no payments are missed due to network issues.
Yes, accepting common payment types increases accessibility. The optional easiPol Android device is equipped to securely process SASSA card payments, alongside standard Debit and Credit cards, making it convenient for members who wish to pay using their SASSA cards.
Yes, integrated mobile solutions improve efficiency. The optional easiPol Android device combines these functions. Agents can complete new policy applications and immediately process the initial or subsequent premium payments on the same handheld device, simplifying their workflow.
Yes, flexible hardware acquisition models can help manage costs. easiPol offers its dedicated Android device via affordable 12 or 24-month rental options, allowing you to equip your field team without a significant capital investment upfront.
easiPol provides governance by centralising and standardising your operations on its web-based platform. It enforces rules and processes for managing client/policy details, documents, claims, and stock, ensuring consistency and control across your business and branches. This centralised approach helps you maintain clear records, track actions with audit trails, and manage user access, all contributing to good governance practices.
easiPol helps manage risk by providing a system to accurately track member details, policy statuses, and financial transactions. This real-time visibility helps you identify potential issues early. Additionally, the secure Android device for field operations reduces risks associated with cash handling and manual data entry. By automating collections and providing detailed reporting, easiPol helps minimise financial risks and fraud.
easiPol ensures compliance by securely storing sensitive client and policy data, adhering to data protection laws like POPIA. It also supports compliant payment methods like Debit Orders and Stop Orders. The system maintains audit trails of all actions, ensuring transparency and traceability. For field operations, the secure Android device ensures that transactions are captured and processed in a compliant manner, even when offline.
easiPol helps address challenges like:
- Data Security : Ensuring sensitive client data is securely stored and managed.
- Financial Fraud : Preventing fraud related to claims and premium payments through secure processing and audit trails
- Internal Theft : Preventing internal theft and financial mismanagement with user controls and transparent logging.
- Regulatory Compliance : Meeting regulatory requirements like POPIA by securely handling personal information and providing compliant payment options.
The optional easiPol Android device enhances GRC in field operations by :
- Securely processing payments : Ensuring all card payments (Debit/Credit/SASSA) are processed securely, online or offline.
- Capturing accurate data : Ensuring new policy applications and payment details are accurately captured and synced with the central database.
- Providing audit trails : Logging all transactions for accountability and traceability.
- Reducing cash handling risks : Minimising the risk of cash theft and loss by enabling secure card payments.