From enrolment to a considered claim decision.
Follow eligibility, contributions, cover and claims through a connected committee workflow.
Configure a community welfare scheme, enrol eligible members, track payments and process claims through the required checks and approvals. Scheme terms remain the organisation’s responsibility.
The details that keep work moving
Schemes with versioned terms
Set the period, owner committee, restricted fund, enrolment window, late enrolment, fee and family fee, cover, a benefits table by years and a document checklist. Level shares must add up to the fee.
Enrolment and renewal
Enrol members and, with their consent, people who are not members. Renew each year, check eligibility level by level and issue registration numbers. Scheme cards carry a QR code and print in bulk. Enrolments expire each night after a grace period.
Shares routed up the chain
Each level’s share of the fee moves up the committee chain. Remittance batches are confirmed by the parent treasurer.
Claims with checks at every step
Cover is checked against the date of the event. Documents come from a checklist, and each upload is versioned. Review passes level by level with a time limit that escalates. The owner decides with a suggested amount, and a second approver signs above a limit.
Payout by nominee share
A payout is split by each nominee’s share and paid through a voucher that a second person approves.
A claim link for the nominee
The nominee gets a claim link on WhatsApp and a one-time code on the phone used at enrolment. Five wrong codes lock the link.
Eligibility from unpaid dues
Decide that members with unpaid dues past a threshold are not eligible. Members at risk are warned in the app, on WhatsApp or by SMS.
Special relief and fund reports
Pay special relief from another fund for a claim that is not eligible. A fund report and a low-fund alert keep you ahead. A public summary combines small groups and shows no names.
Exchange files with an outside portal
Export and import the CSV that a national portal uses, with ID columns masked.
Make it work your way
Choose the rules your organisation needs. Committee permissions and inherited controls still apply.
- Whether people who are not members may enrol.
- The format of registration numbers.
- Whether an outside portal number is required.
- Which columns the portal export has, and whether ID columns are masked.
- How many days each claim step may take before it escalates.
- How claims are approved, and the limit above which a second approver signs.
- How many days a claim link lasts, and whether a one-time code is needed.
- The largest size of a claim document.
- Which payout methods are allowed.
- The fund level below which an alert is raised.
- Whether a public summary is on, and the smallest group it may show.
- The unpaid amount, the number of unpaid dues and the grace days that make a member not eligible.
Bring this workflow into your organisation.
Review your requirements with TRELVERIQ, choose the right modules and prepare your team for a considered rollout.