Dashboard - mainscreen
OVERVIEW - PIC OF POLICY HOLDER
DATA ENTRY
Data is essential to your funeral home, so we make sure to get it right. We know the difference between useless information and crucial details. Some information the family will have on-hand, while other information will require a phone call. The natural flow of our data entry is a key reason many funeral homes switch to Funeral Data Manager.
POLICY HOLDER - FULL DETAILS
Data of policy holder in full
ADDITIONAL MEMBERS - ADDING WITH FULL DETAILS Data of added member by the policy holder in full
FORMS: forms are provided and continually updated. Also included are a growing collection of forms for every funeral home need, such as cemetery, cremation, preplan, general purpose, and image forms.
POLICY CONTRACT DETAILS AND FINANCIAL OBLIGATION Sometimes the only thing more challenging than serving the family is getting paid. The contracts and accounts section lets you send billing notices, record payments, track pending credits, and even establish payment plans for slow paying accounts. FUNERAL PLANNING - PROGRAM, OBITUARY, MEMORIAL, AND GRAVESIDE IF THERE IS PREFERENCES AND THE REST OF SMALL PLANNINGS A variety of prayer card, memorial folder layouts, and register books styles are included with one-click insertion of images and prayers.
CONTACT DETAILS (FOR ALL POLICIES AND POLICY NUMBERS AND ANY OTHER INFORMATION IMPORTANT FOR FAMILY Your Contacts book is built from all the people and places you save during data entry or add to the list yourself. Pop-up list categories enable you to quickly complete data entry sections without retyping.
FILE CLOSURE - FINAL CONSULTATION WITH FAMILY WITH REGARDS TO WILLS AND TRUSTS AND LEGAL CONTACT PERSON Aftercare Manager to address the family after funeral of the Wills in place and contact details of any executor
Meeting the needs of the Clients in an increasingly impersonal world takes a special effort on the part of professionals in the death care industry.
When a death occurs, either by natural causes or causes that are beyond our control, it leaves the Survivors behind to grieve, to face moments of uncertainty,
a feeling of helplessness, and there are no instructions on what a Surviving loved one should do.
The After Care Manager Program to assist professionals in the death care industry, by allowing the User to set up After Care plans tailored to the specific needs of the Survivors and their families.
The After Care program provides the Counselor with a valuable tool to set up monthly Meetings and inviting multiple survivors,
schedule a series of events targeted to provide the Survivor with the support and guidance needed to restore a sense of peace and get back on track in their lives, while tracking all Activities for each and every Client they serve.
TOMBSTONES: Wish of tombstones and designs if any, if there is a service provider preference name and contact details
WILLS AND TRUSTS - CONSULT WITH Kwame Innova Solutions for information at a fee of R150 for consultation and drafting Advising the future thinking of having a will or trust and refer to Kwame for assisting
EXTERNAL FUNERAL POLICIES E.G. BANK AND SOCIAL CLUBS Listing of external policy and beneficiaries of those policy to ease of reference
STATUTORY DOCUMENTS - SCANNED (ALL POLICIES, SOCIAL CLUB DOCUMENTS, WILLS OR TRUSTS) Supporting document scanned and filed
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