Funeral services sales and business tools

Available tools

Tools use your active business, assigned branch, permissions and plan. Operational records do not prove payment; charges use the governed till and accounting tools. Sensitive registers require an unlocked Privacy Vault on the private host workstation.

What you can manage

Policy documents, premiums and claims

Maintain supplied policy terms, premium schedules and recorded insurer decisions.

Operating limits and remaining setup

The register does not underwrite policies, determine benefits, collect premiums or pay claims. Insurer decisions and supplied terms must be recorded separately.

Equipment and external services

Insurer verification, collection mandates and payout services are not connected.

Saving setup requirements does not connect a device or provider. Confirm the adapter and test the installation before relying on live data.

Start with your business

Create a profile, confirm prices and tax settings, add real catalogue entries and assign staff access. Run a supervised workflow in your business before using it with customers.