Sales & quoting
Capture quotes with edit windows, then promote them into live policies — from the office, a branch or the Geeno Sales app.
The operating platform for insurance businesses
Run your funeral insurance business.
All in one place.
One platform for insurers, brokers, administrators and agents — DebiCheck collections via Netcash, a self-service member portal and a mobile sales app. Live in hours, not days.
Free trial · No card required · Go live in hours, not days
app.geeno.co.za/ubuntu
Premiums collected
R482 450
▲ 4.2% this month
Active policies
1 284
+38 this month
Collection rate
94.2%
Recent activity
- Policy #1042 — premium collectedR1 250 · 2 min ago
- New customer — Sipho MokoenaFNB · 9 min ago
- Claim #88 — documents receivedIn review · 1 hr ago
- WhatsApp reminder sent — 214 policies94% delivered · 3 hrs ago
- Policy #1041 — activatedR390/month · today
Premium collected
Debit order · 2 min ago
Trusted by insurance businesses across South Africa
AMEW Funeral & InsuranceRelief Cover
The platform
Everything your business needs, from quote to payout.
No modules to bolt on. Sales, policies, payments, claims, automation and compliance live together on one member record.
Policy administration
Full policy lifecycle: issuance, numbering, endorsements with version history, dependants, beneficiaries and contracts.
Payments & billing
Debit-order and DebiCheck collections via Netcash, cards, payment allocation, arrears and reconciliation — all automatic.
Claims
A complete claims register with review workflows, DHA death verification, fraud scoring and a payout ledger.
Member self-service
Members pay, amend and claim on their own — a PWA portal with magic links and join invites, on any device.
Workflow automation
No-code automation with triggers, channels, delays and webhooks. Set it once, and let it run your day-to-day.
Reports & analytics
Live dashboards, revenue trends, churn and a daily workbench of renewals, claims and unallocated payments.
Security & compliance
Role-based access, audit trail, TOTP two-factor, encryption at rest and POPIA-ready data handling.
Why Geeno
What sets Geeno apart.
Four capabilities that change how an insurance business actually runs.
Members serve themselves
A PWA portal with magic links and join invites. Members pay premiums, request amendments and lodge claims — no calls, no paper.
Contracts that can't leak
Every contract is generated as a watermarked, signed PDF, delivered through protected share links — never sent raw to the wrong hands.
Collections that just work
Debit-order and DebiCheck collections via Netcash, with card and instant EFT fallback. Netcash account or not — you go live in hours.
Automate the day-to-day
No-code workflows with triggers, channels, delays and webhooks. Reminders, receipts, claim updates and escalations run themselves.
How it works
From quote to payout.
- 1 Quote
- 2 Policy
- 3 Premium
- 4 Collect
- 5 WhatsApp
- 6 Claim
- 7 Settlement
One member record. One platform. One source of truth.
Try it first
A live demo workspace, pre-loaded with sample data.
Sign up and get a real sandbox — no sales call, no commitment. Click around, then activate when you're ready to use your own data.
Create your free workspace
g
Ubuntu Insurance Group
Sample workspace
1 248 Members
1 431 Policies
R184 250 Monthly premium
96.2% Collection rate
17 Claims
Ready to use your own data? Activate your account.
- 01 Sign up
- 02 Create organisation
- 03 Verify email & phone
- 04 Create workspace
- 05 Demo environment
- 06 Explore Geeno
- 07 Business verification
- 08 Activate live
Built for
Made for how insurance is sold and serviced.
One platform, shaped around how your part of the industry works.
Insurance brokers
Manage clients, policies, premiums and commissions from one place.
Insurers & underwriters
Administer funeral, life and medical books — from quoting to claims.
Administrators
Run large policy books and collections on a single platform.
Agents
Capture new business and manage customers from anywhere.
Compliance & security
Built to be audited.
Regulated insurance runs on trust. Geeno holds itself to FSCA, FICA and POPIA standards — with the evidence to prove it.
FSCA / FAIS / FICA
Compliance fields and workflows built for a regulated insurance environment.
POPIA-ready
Personal information handled in line with POPIA — consent, access and retention controls built in.
Encrypted at rest
Bank details and policy data encrypted with AES-GCM. Bank account numbers never sit in plain text.
Full audit trail
Every change is logged, and every SMS, email and WhatsApp is recorded in a communications log.
Role-based access
15 permissions across 5 roles, plus TOTP two-factor authentication on every account.
Protected contracts
Watermarked PDFs and signed share links keep contracts from reaching the wrong hands.
Pricing
Simple pricing that scales with your policies.
Start on Solo for R205 a month — up to 500 policies. No per-policy fees, ever. Upgrade any time, no long contracts.
Solo
R205 /month
For a single scheme or broker getting started.
500 policies
1 user users
- Policy & member management
- Premium billing
- SMS notifications
- Basic reports
- Email support
Small
R450 /month
For growing schemes and small teams.
3,000 policies
3 users users
- Everything in Solo
- WhatsApp & SMS notifications
- Payments & reconciliation
- Claims workflow
- Standard reports
- Priority support
Professional
R820 /month
For established insurance businesses.
8,000 policies
8 users users
- Everything in Small
- Workflow automation
- Member self-service portal
- Contract PDF generation
- Audit trail & RBAC
- API access
Medium
R1,900 /month
For larger books and multiple branches.
15,000 policies
15 users users
- Everything in Professional
- Multi-branch & teams
- Agent commissions
- Scheduled reports
- Dedicated support
Enterprise
Custom
For nationwide administrators and brokers.
50,000+ policies
Unlimited users users
- Everything in Medium
- White-label & custom domains
- Data migration service
- Custom SLAs & compliance
- Dedicated success manager
Every plan starts with a free trial — no card required. No per-policy fees. Prices exclude VAT.
Switching from spreadsheets or another system? Data migration is available on every plan (service fee applies).
How we compare
See how Geeno stacks up.
An honest look at where we lead, where we match and where we're still catching up.
| Capability | Geeno | Funiplan | InsyteBroker | Hubdesk |
|---|---|---|---|---|
| Policy lifecycle & endorsements | ✅ | ✅ | ✅ | ✅ |
| Lines of business (funeral, life, medical) | ✅ | ⚠️ | ⚠️ | ⚠️ |
| Contract PDF + watermark + signed links | ✅ | ❌ | ❌ | ❌ |
| No-code workflow automation | ✅ | ❌ | ❌ | ✅ |
| Debit-order / DebiCheck collections | ✅ | ✅ | ✅ | ✅ |
| Bank-statement reconciliation | ✅ | ⚠️ | ✅ | ✅ |
| Member self-service portal | ✅ | ❌ | ✅ | ✅ |
| Agent / commission management | ✅ | ❌ | ✅ | ❌ |
| Client mobile app / PWA | ✅ | ❌ | ❌ | ✅ |
| Encryption at rest + audit trail + TOTP | ✅ | ⚠️ | ✅ | ✅ |
| FSCA / FICA / POPIA compliance | ✅ | ⚠️ | ✅ | ✅ |
| Per-policy fees | None | R0.90–1.20 | None | R1.20 |
Looking for something not listed? AI-assisted capture is on our roadmap — see the FAQ or talk to us.
Customer stories
What Geeno customers achieve.
Real outcomes from funeral businesses, schemes and brokers on the platform.
96.2%
collection rate
Automated debit-order collections with full reconciliation — no more manual chasing.
Naledi K.
Operations lead, burial scheme
1,431
policies
A full policy book migrated from spreadsheets and running on one member record.
Thabo M.
Scheme director
R184,250
collected monthly
Premiums, claims and payouts tracked end to end with a complete audit trail.
Ayanda D.
Broker
Resources
Everything else you need to get going.
Ready to get started?
Create your free workspace and see Geeno with your own business in it.