Overview

Legae Ekhaya WhatsApp platform · live at a glance ·

Live · as at --:--

Members on WhatsApp

-

Active policies

-

Monthly premium book

-

Collected this month

-

Arrears

-

Amendments pending

-

New members per dayLast 14 days

Messages per dayWhatsApp interactions · last 14 days · today is live

Recent activityEverything members do on WhatsApp, as it happens

Chat history

No recent activity · use the phone on the left

Plan mixPolicies by product

Collection rate

Received vs premium due (this month) · target 87%

0%

⚠ 87% below target

0%Target: 87%100%

-Active

-Lapsed

0New (this month)

Branch summary

Book and collections per branch (this month)

Needs attention 1 alertPolicies at risk of lapsing

▲

Lapse early warning0

Policy	Member	Months	Outstanding

Members

Everyone who has linked their policy on WhatsApp · they self-serve in the Legae Ekhaya app

Members0

Member	WhatsApp	Policy	Plan	Language	Branch	Status

Chat History

Both sides of every WhatsApp conversation · the demo member's chat updates live

All Policies

-

Policy Number	Member Name	ID Number	Cell	Status	Premium	Balance	Risk	Branch	Agent

Collections

All receipts · live

This month

R0

0 receipts

Cash

R0

over the counter

Digital

R0

Pay@ / EFT / proof uploads

WhatsApp Share

0%

self-service payments

Receipts0

Receipt	Policy	Member	Period	Channel	Amount

Lapse Management

All at-risk Critical High Medium Lapsed

Policy	Member	Risk	Months	Outstanding	R/month at risk

Claims

0 open claims

Ref	Policy	Member	Lodged	Source	Status
No claims lodged

Amendment Requests

Member-requested changes · verify and approve

Requests0 pending

Ref	Policy	Member	Type	Requested	Source	Status	Action
No amendment requests

Applications

New policies requested from the Legae Ekhaya app · capture to issue a policy number

Applications0 new

Ref	Applicant	ID / passport	Cell	Product	Sent by	Status	Action

Reports

This session · computed live from the book

Collections by channel

Channel	Receipts	Amount

Arrears ageing

Bucket	Policies	Outstanding

Tasks

Products

Plans & pricing

Settings

Branch & profile

Profile

Name

T. Zwane

Role

Branch Admin

Branch

Head Office · Dube, Soweto

System

Legae Service Desk · demo

Notifications

WhatsApp payment alerts

Amendment requests

Daily lapse digest

Email copies

Help & Docs

How the office uses this CRM

How do I capture a new client?

Policies → + New Policy. Fill in the member's details, pick the product (the premium sets itself), add dependants with + Add, then Capture Policy. The policy opens immediately with the first premium due.

How do I record a payment for several months?

Open the policy → Record Payment. Enter the full amount · the system settles the oldest months first and shows exactly which months were covered. Anything left over stays on the policy as credit in hand.

What happens when a member pays in the Legae Ekhaya app?

The receipt lands here instantly · on the policy, in Collections and in Recent Activity · with the channel it came through (Pay@, card at a branch, EFT or an uploaded proof of payment). EFT waits in the queue until finance matches it to the bank statement.

How do amendments and call-backs work?

Members ask for changes in the app or by typing in WhatsApp. Each one appears under Amendments with a red badge, next to call-back requests for anything the assistant could not answer. Approve applies the change and tells the member on WhatsApp.

What does the WhatsApp assistant do?

It answers balance, cover and family questions from the policy record, sends certificates, files change requests and call-backs to this list, and turns down anything that is not about the policy. It never makes up an amount, a date or a claim outcome. It works in English and isiZulu, and more languages can be added.

Service Assistant

Ask about the book · answers from the demonstration record

Dumela! Ask about this policy book · try one of the questions below.

Who is most at risk? How are collections today? Summarise the book Who should we call first?

Bongani Mkhize

Policy: LFH310461 | Member ID: 6776081

Active ×

Premium

R437

Debit Order

Cover

R20 500

4 lives

Outstanding

R1 311

3 months in arrears

Total Paid

R16 606

since inception

Dependents

3

covered lives

Personal Information

ID Number

Not captured

Date of Birth

-

Age

-

Gender

-

Marital Status

-

Contact Information

Cell Number

Not captured

Email

-

Not linked

Physical Address

17 Mncube Drive, Dube, Soweto, 1801

Policy Information

Product

R20 500 Half-View

Inception Date

14 Mar 2022

Waiting Period

Expired · full cover

Payment Method

Debit Order

Branch & Agent

Franchise

Legae Funeral Home

Branch

Dube · Head Office

Region

-

Captured By

S. Mthembu · 01/06/2023

Receipt	Date	Type	Period	Channel	Amount
RC-88213	01 Apr 2026	Premium	April 2026	Pay@	R437.00
RC-84907	01 Mar 2026	Premium	March 2026	Pay@	R437.00
RC-81655	01 Feb 2026	Premium	February 2026	Pay@	R437.00
RC-78402	01 Jan 2026	Premium	January 2026	Pay@	R437.00

Name	Relation	Date of Birth	Cover
Nomvula Mkhize	Spouse	1988-04-12	R20 500
Lwazi Mkhize	Child	2013-08-03	R20 500
Ayanda Mkhize	Child	2021-01-27	R20 500