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Services for our Intermediaries

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Welcome to intermediary services

As the link to our clients, our intermediaries remain the cornerstone of our business. Investing in these relationships and sharing our vision and ideas on doing business better is what matters most. Log in to our online services to experience secure and easy to use self-service functionality and to register claims anytime, anywhere. Not yet registered? Please speak to your relationship manager today to experience the benefits of saving time and money.

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Complete your RIA training

The risk landscape continues to grow in complexity, and the ability of our broker partners to identify, assess, and manage these evolving risks has never been more crucial. How you respond to these risks is what sets you apart from your peers. I am incredibly proud to announce the launch of the Risk Identification and Assessment (RIA) training, found in Freedom City – your destination for Risk Mastery!

Developing and creating access for black intermediaries into the short-term insurance industry gives us the opportunity to influence the transformation of this sector positively.

Assessment tools

For brokers who have received their results letter and need to do some remediation work, the electronic version of the assessment tools are on this page.

Download steps:

Step 1: Download the required module/s by clicking on the links below

Step 2: Print the tool/s

Step 3: Complete the relevant questions

Step 4: Forward the hardcopy to the address below: Santam West End Office Park Block A 254 Hall Street Die Hoewes Centurion Pretoria 0157

 

Assessment documents

Administrative documents
2011
Assessment Contract for Introduction and Principles of Insurance (INPRI)
2011
Assessment Contract for Santam Personal Policy (SPP)
2023
Assessment Contract for Commercial Policy (SMK123)
2023
Assessment Contract for Commercial Policy (SMK9)
2009
Critical cross field outcomes rating
2023
Learner enrolment form
2011
Declaration of authenticity
Santam commercial insurance
2019
SCP123 Formative assessment US120122
2019
SCP123 Formative assessment US120120
2019
SCP123 Formative assessment US120135
2019
SCP123 Formative assessment US120110
2019
SCP123 Formative assessment US120115
Santam's personal policy (SPP)
2017
SPP Formative
2017
Annexure A
2017
Annexure B
2019
Annexure C
2021
Santam Commercial Insurance - Machinery Breakdown (SCP 9)
2015
Introduction and Principles of Insurance (INPRI)

We successfully concluded the Exchange 2025 roadshows.

My sincere gratitude to everyone who joined us, especially to those who travelled from afar to be part of the conversations. This proves that you are invested in walking the journey with us, one that will help us all adapt and improve by responding to the market changes, customer needs, and technological advancements, to remain relevant and successful.

This year we had a record-breaking attendance, and once again this proves that you are invested in walking the journey with us, one that will help us all adapt and improve by responding to the market changes, customer needs, and technological advancements, to remain relevant and successful.

The Exchange 2025

The SBS Exchange 2025 Sessions concluded on 24 June in Cape Town, following a successful national roadshow that began on 8 April in East London and spanned 14 regions across South Africa. Thank you for walking this journey with us—and congratulations to the 2025 Santam Broker Award winners!

Highlights

These sessions, formerly known as Broker Connect, remain a vital platform for sharing strategic insights, recognising top-performing brokers, and fostering meaningful connections. With a record of 1 806 attendees, up from 1 200 in 2024, your presence showed true commitment to shaping the future of insurance alongside us.

Congratulations to all the brokers who were recognised at the 2025 Santam Broker Awards!

Your dedication, insightful advice, and unwavering support create a vital heartbeat in our industry – a pulse of trust and collaboration that powers us forward. Thank you for the warmth of your partnership, the power of your insights, and for joining us in bridging the present and future of insurance.

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