Policy Point replaces the spreadsheets, paper receipts and WhatsApp follow-ups with one FSCA-aware system for policies, claims and premiums.
See Policy Point in action — no obligation.
From the first quote to the final payout — one place for clients, agents, claims and the books.
Build your own funeral plans with waiting periods, benefits and family cover rules.
Automatic waiting-period and exclusion checks keep every claim FSCA-defensible.
Record cash, EFT and debit-order payments. Auto-receipts, arrears tracking, lapses.
Track sales per agent and auto-calculate commission on every premium collected.
Income, claims, arrears and commissions — exportable to CSV and PDF.
Tenant-isolated data with row-level security so each parlour only sees its own.
Start with a 14-day free trial. Upgrade or cancel anytime.
Up to 100 policies · 2 users
Up to 500 policies · 5 users
Unlimited policies · Unlimited users