How it works

From sign-up to running your organisation

Burial Desk is set up online, by you, in the order your organisation already works. Choose your path to see each step, and what you will need.

01

Create your society

Enter your society's name, its monthly contribution and grace period, then your own login, and confirm your email with a code. Your admin dashboard opens straight away, with no approval needed, and your society starts on a free trial. As its founder you are its owner.
02

Set your rules once

The monthly contribution and the day it is due, the waiting period before claims, what the society pays out for a member, a spouse and other beneficiaries, how many beneficiaries each member may name, and when a member falls out of good standing.
03

Bring in your members

Share a join code so members sign up and join themselves, add them yourself, or import your member list from a spreadsheet. Enter opening balances for anyone already behind.
04

Appoint your office-bearers

Give your treasurer and secretary their roles. Each role sees and does only what it needs, and you can adjust what each one may do.
05

Run the month

Members tell the treasurer when they have paid; the treasurer confirms. Schedule meetings, take attendance at the door by QR code, and post announcements. Balances and good standing update every night.
06

Look after beneficiaries and claims

Approve the beneficiaries members name. When a claim comes in, it is lodged with its documents and checked against your waiting period and debt rules.

01

Register your company

Enter your company's details, its registration and FSP licence numbers, and your own login, and confirm the compliance declarations. Your company is created straight away and sent to us for review.
02

We review your application

Upload your FSCA licence, CIPC registration and bank confirmation to help us approve you. While we review, you can set up your plans and team. If anything needs fixing, we tell you what, and you resubmit.
03

Configure your products

Set each plan's cover amount, base premium and add-on premiums for a spouse, children and extended family, with its waiting periods, grace period and reinstatement window.
04

Set up your team and collections

Add administrators and agents with the roles they need. Say how you collect premiums, and connect your own PayFast account if you want policyholders to pay online.
05

Enrol policyholders

Once you are approved, your plans appear in the online quote and applicants enrol themselves on their phones. Your staff can enrol people directly, and agents can submit enrolments for approval.
06

Run the book

Record premiums or match them from your bank statement, let grace and lapse run every night, and adjudicate claims against the policy.

Would you rather we walked you through it?

We will help you set up, bring your records across and get your committee or team comfortable, in a call or on WhatsApp.

Take the next step towards simpler, smarter funeral organisation management.

Prefer email? Write to hello@burialdesk.co.za.