The Broker online services site gives you the choice of how
and when you want to interact with Santam.
- Client details: Brokers can have a single view of their
clients, such as a view of their client's policy, the monthly total
collections, debit order details and claims.
- Claims services: registration and tracking of claims, as well
as access to claim forms and preferred suppliers.
- Documentation services: Schedules and any other documentation
sent to brokers can be downloaded. Policy wordings and forms are
also available, as well as policy summaries.
- Financials: Commission statements, RD Lists, IRP5's are
available electronically.
- Broker details: Brokers can view their default information and
update their details. This facility also gives them access to staff
to your Santam site and view their interactions.
- Santam Products: See an overview of all Santam's products.
- EQS (Electronic Quotation System) for Personal Lines: Get
quotes and update client information electronically. Contact your
Relationship Manager to have it installed.
Click here to login.
