PolicyPat is the back office for South African funeral insurers and burial societies — policy records, dependants, payments and your team, all in one tenant-isolated system.
No credit card required to explore · Hosted in Johannesburg
Not a generic CRM with insurance fields bolted on — built around how a funeral policy book actually works.
Every member's spouse, children, extended family and beneficiaries live on one record — not a separate spreadsheet tab.
Record a payment once and that month's status updates itself. No more guessing who's actually paid.
Upload your existing book from Excel. We validate every row before anything saves — one bad row and nothing writes.
Admin, manager, agent, finance, viewer — five roles with permissions scoped to what each person actually does.
Set your own policy types, cover amounts and add-ons per relationship — main member, spouse, child, extended family.
Attach ID copies and signed forms straight to the policy record — validated file types, size-capped, stored securely.
Family composition rules, dependant limits, beneficiary structures — funeral policies work differently from other insurance lines, and most back-office software treats that as an afterthought bolted onto a generic policy engine.
PolicyPat starts from the funeral-policy structure itself: main member, spouse, children, extended family and beneficiaries as first-class parts of every record — with the payment tracking, bulk tools and team permissions a growing book needs day to day.
Pick a plan by policyholder count. Switch or cancel anytime as your book grows.
Add policies manually, or bulk-import your existing spreadsheet in minutes — validated before it saves.
Record payments, manage your team's access, and keep every policy record in one trusted place.
No per-seat fees. Switch plans or billing interval anytime.
Yes. Bulk import validates every row — policy type, family composition, who onboarded each member — before anything gets written, so one bad row can't corrupt a clean import.
Enterprise includes a reference per-policyholder rate beyond 1,501 members — start a trial and get in touch and we'll quote a rate tailored to your book.
Yes. Every policy, payment and document is scoped to your tenant — there's no shared visibility across accounts.
On infrastructure in Johannesburg (af-south1), with private, signed-URL access to uploaded documents — nothing is public by default.
Start free, bring your book across in minutes.