Let’s face it, cash-only days are long gone. Today’s clients expect payment options that fit their lifestyle: quick, simple, and digital. Whether it’s a walk-in premium at reception, a mobile transaction in the field, or a recurring debit order, flexibility is what sets your business apart.

And in funeral insurance, where trust and timing are everything, offering clients convenient payment methods can mean the difference between a paid-up policy, and a lapsed one.

Your Clients Expect Options, Not Obstacles:

Think about how most of your clients already live their financial lives:

– They tap their cards at the supermarket.
– Use EFT to pay bills.

Whether you’re collecting in person, at a branch, over the phone, or online, giving clients a way to pay, right then and there, means fewer lost opportunities.

4 Payment Options Smart Funeral Providers Are Using:

1) POS Terminals (Card Machines): Let clients pay on the spot, with debit or credit card. Mobile and countertop actions are ideal for reception desks or field agents.
2) Recurring Debit Orders (EFT + DebiCheck): Set it and forget it, debit orders are still the most reliable way to collect premiums on time, every month.
3) Online Payments (EFT Gateways, Pay Links): Some clients want to pay from home or on the go. Offering online links or integrated portals makes it easy and immediate.
4) Retail Payment Points: In some areas, clients prefer paying at familiar stores, like Checkers, Pick ‘n Pay or Spar. This adds convenience and boosts collection success.

Integrated Payments = Less Admin:

POL360 integrates directly with multiple payment partners, meaning all your transactions, card, EFT, or otherwise, are pulled into one dashboard for recon, tracking, and reporting.
You don’t need to manage 5 systems or log in to separate portals. You manage it all from one place, securely and efficiently.

In short? Make It Easy to Pay, and Clients Will:

Funeral insurance is an emotional product. It’s about trust, peace of mind, and doing right by your clients. But if your payment process is outdated, inconvenient, or confusing, it undermines the whole experience.

Need help expanding your payment options?

 011 568 1018
 sales@pol360.co.za