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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 2026 roadshows.

To every broker partner who joined us, and especially to those who travelled great distances to sit face-to-face with us, thank you. Your presence proves your commitment to walking this journey alongside us. Insurance will always be a human-contact industry. Our business is anchored in the relationships and partnerships we share with you.

Congratulations to all the brokers who were recognised at the 2026 Santam Broker Awards!

In a world of shifting risks, your expertise as qualified risk advisors makes all the difference. Thank you for being the trusted risk advisors our clients depend on. We are proud of our partnership and our shared promise: helping our mutual clients live with freedom.

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