Funeral Plan Management Software
LogiPlan. The powerful automation tool for effortless management of funeral plans
If you manage funeral plans, LogiPlan provides you with a fully featured, easy to use tool to regulate payment plans, manage trust funds, streamline workflows and maximise productivity.
Designed specifically for Funeral Plan management, LogiPlan is easily adjusted to reflect changes in legislation or procedure should this be required.
Logican’s funeral plan management software automates repetitive tasks linked to both incoming and outbound communications on each client. You can upload your own document templates and edit the workflow yourself, avoiding the need to have us do this for you.
LogiPlan’s extensive capabilities and options are simple to self-customise, to match your specific requirements and processes. Once configured, the solution is highly intuitive, making it simple for plan agents and call centre operators to pick up without any need for specialised training.
Create and Amend your own Workflow
LogiPlan is powered by the unique, Logican workflow engine, which places claims into ‘self-drive’, making it easy to bulk process these efficiently. Chaser letters, emails and SMS messages are all automatically generated when due, with appropriate follow on actions being scheduled. Incoming correspondence automatically clears all outstanding chasers, scheduling appropriate follow on actions.