Valedix
Policy administration software for funeral and long-term insurance administrators. Everything from new policies to paid claims, in one web system your staff can use from the office, a laptop or a phone.
Policies and members
Main members, spouses, children and extended members on one policy, with cover worked out from each person's product and age.
Products and underwriting rules
One central product list offered per branch or group, with entry ages, child cover scales and maximum benefits set once in the settings.
Debit orders and payments
Payment history, debit order files, confirmations and grouped deductions for payers covering more than one policy.
Claims
Claims move through registration, acknowledgement, documents, assessment and payment, with waiting periods and missed payments checked automatically.
Customer portal
Policyholders register with their policy and ID details, sign in with an emailed code, and see their own cover and policy schedule.
Admin app for phones
Search policies, take cash receipts and capture claims from a phone or tablet, away from the desk.
Staff roles and audit trail
Administrator, operator, reporter and viewer access levels, with a record of who changed what.
Reports and schedules
Policy schedules, lapse warnings, bordereaux and monthly claims reports, ready without spreadsheet work.
Moving from an older system
Valedix was built to replace a long-running desktop system on SQL Server, so bringing your existing policies, products and payment history across is part of the job, not an afterthought.
Your old reports can keep running from inside Valedix while the move is under way.
- Runs in a web browser; nothing to install on staff PCs
- Hosted for you, with hourly backups
- Your own branding on schedules and the customer portal
- New features added as your business needs them
See Valedix working
We'll walk you through it using test data, and talk about how your current policies and products would move across.