Burial Society

BurialPro runs a burial society. Members join and pay a monthly contribution, their dependents are covered, and when a death occurs a bereavement claim is assessed and paid out. The module handles the whole membership lifecycle, the money in and out, and the SMS that keeps members informed.

The membership lifecycle

The waiting period exists to stop someone joining after a death and claiming immediately. A member moved to Active by hand skips it — which is exactly the case the rule was written for.

Money in and out

Who is covered

A member's cover extends to their dependents — children, parents and extended family — within the limits set on the cover product. Children age out automatically at the configured limit.

Changing a membership

Amendments handle everything that changes after joining: adding or removing a dependent, upgrading or downgrading cover, updating details, or terminating the membership. Each is logged, approved and then applied.

Set up first

• General — GL accounts, default branch and bank
• Rules — waiting period, lapse, age limits and claim window
• Products — the cover plans and their premiums
• Agents · Regions — who sells and where
• SMS Gateway · SMS Templates — member communication

Where to go next

• Overview — the society at a glance
• Members — the membership register
• General — start here on a new installation