Funeral Business Management Software

Transcription

1 Get the Better Business Solution For your Funeral Business Funeral Business Management Software Developed and Distributed By Reg: 2003/040823/23 Boitumelo (Senior Software Developer and Support) (Cape Town & Eastern Cape) Mandla (Sales, Development, Support and user Training) (Gauteng & North-West) Benny (Sales, Support & Hardware) (Limpopo) Abel (Sales, Support & Hardware) (Mpumalanga) Phumlani (Sales, Support & Hardware) (KZN) us on [email protected] OR Fax us on Core Member Management Software for your Funeral Parlor and Policy Management and administration business

2 The CORE Solution In today s climate, businesses in the funeral industry need to be on the right side of the law. Your company MUST comply with FAIS, FSB and other government regulations. CORE was developed to help your business COMPLY without drastic changes and costs to you. A simple and easy to use computer program that will assist you to give statistics, reports and feedback to the FSB, your Administrators, your Underwriter, your Accountant, your Board of Directors and your Membership. CORE is the most affordable Software that will deliver a complete solution to your business today. Decide now if you require CORE Limited Edition or CORE Corporate Edition Start using CORE NOW for FREE and see 1. your business improve, 2. your financial tracking up to the-cent improve, 3. your membership control become more accurate and 4. Your total business control more streamlined towards better profit. 5. Your compliance officer smile and communication with your underwriter simplified Because the FSB does not recommend or align itself with any particular service provider, we would like to stress that our CORE sticks to the guidelines laid by the FSB and other related legislation and regulations. CORE is AFFORDEBLE, the most affordable out there and with 65% more functionality than any other software out there. We always add and improve CORE as different compliance officers recommend and suggest things into and around CORE. Who is Boitumelo Corporate IT We are a small IT Solutions company in operation for the previous 7 years. Our Company started as a Computer Training Institution based in Pretoria and later started developing Funeral Business Management Software. Our CORE Member Management Software is constantly under development and always in touch with Technological advancement in the IT World. Boitumelo Corporate IT employs a Team of 5 Personnel who manages Training, Site installation, Hardware maintenance, business analysis and technical support. The Mission of this company is to become the leading supplier of IT solutions within the funeral Industry nationally and throughout Africa. We are driven By Simple principles of Confidentiality, Support, Reliability, Accountability and Prompt Service delivery.

3 Version Comparisons choose the one that suite your needs Starter Limited Corporate Avant-Garde Edition Edition Edition Limit on Number of Policies* unlimited Users Per Branch Unlimited Works on windows Xp/vista/7 Yes Yes Yes Yes Works on Apple Mac OS and ipad Yes No Yes Yes Works on Android OS and ipad Yes No Yes Yes Works on Blackberry and smartphones Yes No Yes Yes Multiple Inter-branches Yes No Yes Yes Policy management and age calculations Yes Yes Yes Yes Premium payment receipt Yes Yes Yes Yes Daily, Weekly, Monthly Reports Yes Yes Yes Yes SMS notification system Yes Yes Yes Yes Works with wireless Payment Machine Yes Yes Yes Yes Automatic Policy Certificate Yes Yes Yes Yes Limited access for your underwriter Yes Yes Yes Yes Print Confirmation Letters No Yes Yes Yes Petty Cash Report No Yes Yes Yes Agents and Broker Commissions No No Yes Yes Funeral Arrangement No No Yes Yes Invoices and Quotations No No Yes Yes Society Management No No Yes Yes Tombstone Lay-bye No No Yes Yes Body Register No No Yes Yes Stock Report and VAT Report No No Yes Yes HR/ Salaries/ Leave days/staff Loans/Shifts No No No Yes Fleet Management No No No Yes Bulk sms Communication & Promotions No No No Yes Age and Risk analysis No No No Yes Will and Testament Creation No No No Yes Once Off Registration Fee R950 R950 R950 R950 Monthly Pay as you Go Fee R49.99 R499 R950 Enquire Limit on Number of Policies is based on every single LIFE loaded on CORE (Main Member + the Family Members + Societies + Society Members). Whichever One you use, you can upgrade to a different one when you need to. The process is straight forward and does not require another registration fee and you will not lose any data and information.

4 .Working out in the Field with CORE Everything becomes so much easier using CORE funeral business software. Now you can use a portable GPRS pos terminal to access your membership and accept payments into CORE no matter where you are. You could be at a pension payout point or a marketing outing or at shopping malls making it a little bit easier for your members to find a pay-point for their funeral polices. CORE will link you to the office and register your payment and print a receipt on the portable device for your policy holder. All you do is insert a sim card in the portable GPRS device and you are on your way to make your customers a little happier about your level of service to them. The payment you register on the pos device goes directly into the CORE system immediately even if the devices falls into a bucket of water or is stolen, your data will be safe and secure on the server. You can charge the device in the car or at home overnight and use it at the queues all day long. The device is sold at a once off fee of R6500 and is insurable and comes with a 1yr warranty on the motherboard, circuitry and microchip.

5 Who Uses Our Software Although we protect the individual relations and confidentiality of our clients, we deal with clients who are fully aware of our existing clientele and under no circumstance do we secretly offer services to competing clients without full disclosure to our existing clients. Some of our clients who agree to be disclosed. Ledwaba Funeral Services (Saulsville Limpopo and Gauteng) Lebowa Funerals (Nationally Limpopo, Gauteng) Karabo-Thusano (Pretoria North-West) Makhubo Funeral Services (Ladysmith KZN) Bohn Funeral and Medical Cover (Durban KZN) Share Services Event Management (Durban KZN) Royal Funerals (North-West) Shandu Funerals in (Soweto Gauteng) Ncanda Funerals (Durban KZN) Abethu Funerals (King Williams Town Eastern Cape) Se-Ra Poo Funerals (Pretoria Ga-Rankuwa) Real Rest Funerals (Mpumalanga Nelspruit) Maeteko Funerals (Nationwide) Gama Classic Funerals (KZN) You can connect from your office or home to core in any technology that is out there Contact our Technical Team for any assistance and advice

6 Web-Based CORE Main Menu Page CORE Member Management has the following Functions New Member Capture (Policy Num Creation, Premium Calculation, ID No Validation) Member Modification (Limited modifications, Automatic Premium RE-Calculation) Member Query Suspend Member Print Member Certificate Member Premium Payment (with Receipt Printing and SMS notification) Member Premium History Bar Code Scanning Member Claims Member Cancellation Print Claim Certificate Automated Debit order payment Update (eg from Netcash), Automated Persal payment Membership Reports Daily, Weekly, Monthly, Annual Premium Payment Reports Claims Reports

7 Underwriter reports and extracts Broker/Agent/Marketer Reports Branch Statistics Reports SMS Notifications (birthdays, payment reminders, company announcements, etc) HR, Fleet and Funeral Management with Invoicing, Quoting and Tombstone Lay-byes Requirements to Run CORE The Bare Minimum that you will need: A Computer 1024 Meg, Pentium 4 processor or higher, 350meg free Hard Disk space, Windows 2000/XP/Win7 or Linux, Anti-Virus Core has been tested on windows 7 32bit and 64bit successfully A Receipt Printer for Receipts (optional) A Laser Printer for daily Reports (optional) A Handheld Scanner for reading bar codes (optional) An active Internet connection COSTS of the CORE Member Management The CORE Limited Edition is prepaid at R500 pm per branch The CORE Corporate Edition is prepaid at R950pm CORE Avant-garde is for companies with over 4000 lives covered We will train Specific People to be system Administrators (to do administrative duties like adding new users, modifying users, correcting user errors and communicating with our technical team)