New year, clean slate. But for most policy administrators, January often starts with backlogged payments, outdated records, and mounting admin stress.

Instead of playing catch-up, make this the year you take control of your policy book from Day 1, without adding more work for your team.

With POL360, everything you need to clean, track, and action your policy data is already built into the system.

1. Spot Inactive Policies with Real-Time Dashboards:

Use POL360’s built-in dashboards to instantly view which policies have lapsed, haven’t paid since November / December, or need reactivation. These live insights help your team focus on accounts that need attention, without trawling through spreadsheets.

2. Trigger Bulk Reminders for Unpaid Premiums:

Chasing unpaid premiums manually? With POL360, you can trigger bulk WhatsApp or SMS payment reminders in seconds. Custom templates make it easy to communicate clearly and quickly, while response tracking lets you see who’s engaging.

3. Reconcile December Collections in One View:

No need to juggle bank statements and Excel. POL360’s reconciliation tools pull payment statuses from your integrated debit order or POS partner, giving you a single, accurate source of truth for all December payments.

4. Let Members Update Their Own Details:

Outdated client records slow down claims and create admin chaos. With POL360’s WhatsApp self-service and online member portal, clients can update contact info or upload documents, cutting back on inbound calls or data entry errors.

Why Clean Data Matters in January:

✔ Smoother premium collection
✔ Fewer delays on claims
✔ Easier audit prep
✔ Better client retention

A clean policy book is more than just admin hygiene; it’s the foundation of a well-run funeral insurance business.

📧 info@pol360.co.za
🌐 www.pol360.co.za

📞 (011) 568-1018