Everything the daily register needs to hold
PrimeFSM is built around the real work of a funeral service provider: signing up clients, maintaining policies, collecting premiums, handling claims, managing funeral requests, and keeping management informed.
Policy & Client Management
Register clients, assign funeral plans and keep policy records easy to find.
- Client profiles and contact details
- Policy status and waiting periods
- Plan assignment and policy history
Members & Beneficiaries
Manage dependants, beneficiaries and relationship details under each policy.
- Member and dependant records
- Beneficiary percentages
- Plan limits for growth control
Payments, Receipts & Finance
Record premium payments, print receipts and keep finance teams aligned.
- Premium collection tracking
- Printable receipts
- Revenue and payment reports
Claims Processing
Capture claims, monitor progress and track claim payments from one place.
- Claim status tracking
- Claim payment records
- Supporting document control
Funeral Requests & Services
Organize funeral requests, service details, dates and linked client information.
- Funeral request workflow
- Client and member linkage
- Operational service records
SMS, Email & Campaigns
Communicate with clients, subscribers and companies using built-in messaging tools.
- SMS centre and wallet tracking
- Email templates and campaigns
- Delivery logs for follow-up
Automated Debit Order Collections
Soon you'll be able to collect funeral policy premiums automatically through secure debit orders. Reduce missed payments, improve cash flow and simplify collections for your funeral parlour.
Why funeral companies keep their books with PrimeFSM
The system is built to reduce admin pressure, improve record accuracy, and help owners see what's actually happening in the business.
Better visibility
View clients, payments, policies, claims and reports from a central dashboard.
Cleaner collections
Reduce missing payment records with structured receipts and finance tracking.
Controlled staff access
Give admins, agents, finance and claims teams the right tools for their work.
Professional follow-up
Use SMS and email campaigns to remind, inform and retain your clients.
A practical path from signup to service
PrimeFSM follows the full client lifecycle so your team works from the same record — from first registration through to claims and funeral service delivery.
TERED
Register
Add the client, contact details, policy, plan and covered members.
ECTED
Collect
Record premiums, print receipts and monitor outstanding payments.
ORTED
Support
Track enquiries, claims, beneficiaries and funeral requests.
RTED
Report
Review revenue, policies, claims, staff activity and growth from dashboards.
Built for small teams and growing funeral groups
Start with the tools you need now, then scale users, clients, members and SMS communication as your company grows.
Create accounts for managers, agents, finance users and claims users.
Manage policies, payments, claims, funerals, receipts and reports.
Use campaigns, subscriber lists and communication logs to follow up.
Ready to open a register of your own?
Register your company, choose a once-off setup plan, then pay securely by PayFast or bank transfer.
- Guided setup with your own workflow
- Policy, client and member capture
- Payments, claims and funeral requests
- PayFast or bank transfer payment