Branches with boundaries.
Match workspace and branch access to each employee. Finance, InCare and driver responsibilities can stay separate or be combined where allowed.
FUNERAL CARE. CONNECTED.
A product by 3rdroot ↗Less admin.
More room
for care.
Behind every service is a family.
Bring the people, records and handovers together — so your team can focus on them.
Built around funeral services in South Africa.
A LITTLE CLARITY. EVERY STEP OF THE WAY.
evergreenWORKSPACEEG / MADE FOR THE WORK BEHIND THE CARE
evergreenWORKSPACEINCARE / SERVICE JOURNEYEvery handover,
Illustrative preview
Every handover,
in the picture.
Illustrative preview- ✓Claim approvedReady for collectionDone
- ✓Driver collectionReceived into careDone
- 3Care & preparationThe right team, the next stepIn progress
- 4Final transportLinked to the same caseNext
Separate responsibilities. A connected journey.
One less “where are we?”Follow progress across the handover.
01 / THE WHOLE PICTURE
Different teams.
The same promise.
A contribution is recorded. A family calls. A driver collects. Care takes over. Another driver completes the final journey.
Evergreen gives each team a focused place to work, with linked records that help everyone understand what happens next.
02 / A PLACE FOR EVERY PART
The right workspace.
For the work in front of you.
Your team sees the areas their account allows.
Switch when you need to. Stay focused when you don’t.
THE EVERYDAY BUSINESSClear accounts.
Clear accounts.
Fewer loose ends.
Keep policies, monthly contributions, receipts and claims in one place. Give authorised staff the information they need to keep the business moving.
- Policyholders, beneficiaries and cover
- Payments, receipts and reconciliations
- Claims, approvals and service completion
- Branch reporting and customer portal access
YOUR BUSINESS AT A GLANCE
● ConnectedA clearer working day.
Policy recordsIn one place
ContributionsEasy to trace
From contribution to completionEXAMPLE VIEW
▤Monthly contributionReceipt linked to the policyRecorded
◇Service claimIndependent reviewUnder review
↗Branch overviewAccess matched to the employeeAvailable
Product illustration · no customer information
03 / CONNECTED, FROM START TO FINISH
A handover.
Not a dead end.
A linked service claim can move through different teams.
The next step has context. The previous step keeps its history.
01 / CLAIM
Let care know what’s coming.
Choose to open an InCare case with the claim. The team sees expected work and can follow up, while care work waits for approval and any linked collection to be completed.
↳ No more transport? Care can close the case there, with an outcome and notes.
↳ Plans change. Early endings keep their reason and incomplete outcome in the history.
04 / THE DETAILS THAT MATTER
Care runs on people.
Give them clarity.
The equipment comes back, too.
Track returnable items and consumables, quantities, returns and missing or damaged equipment. Finishing transport doesn’t erase an outstanding balance.
A trail you can follow.
Keep record activity, case progress and linked tasks. Independent approvals and clear permission messages help people find the right next person.
Help within reach.
A handbook matched to the user’s access, practical process maps and PDF export help your team understand both their work and the handovers around it.
One family.
Many hands.
A little more peace of mind.
Is Evergreen built for funeral businesses?
Yes. It brings policy contributions, claim workflows, deceased care, driver tasks and equipment tracking into connected workspaces, with South African funeral service workflows in mind.
Can someone work only in InCare or as a driver?
Yes. Account access can focus on a particular workspace or responsibility. An employee can also have additional InCare access, including a driver, when enabled by an authorised administrator.
Does every care case need a policy or claim?
No. A case can start from a claim, from an eligible driver task, or directly in InCare. The linked records keep the handovers traceable without requiring a claim for every care case.
What can policyholders see?
Their own linked cover, family members, recorded contributions and claim information through the customer portal. Portal access follows the account and company boundaries.
Is my business’s financial information visible to platform staff?
Platform administration uses subscription records and aggregate app usage, rather than opening your customer records, transaction journal or business balances. Employee access inside your company follows its own permissions.
How do we get started, and what does it cost?
Talk to 3rdroot about your branches, team, workflow and deployment needs. We’ll discuss scope, setup and subscription options with you. This site does not take payments or create an account.
06 / LET’S FIND YOUR FIT
A calmer way
to work starts
with a conversation.
Tell us about the work behind your care.
We’ll talk through where Evergreen fits.