Embedded Files
Instances when you need to generate policy doc:
Client has not received the policy doc.
after making policy amendments
Sending a policy document to
After making any amendment to a policy, it is crucial to send the updated policy documents to the policyholder.
When a policy document is required for attaching to a note - policy doc post., actuarial queries (UW updates etc)
Encrypting the doc
The Protection of Personal Information Act compels all businesses to take extra care with any personal information that the business has of the clients. This is no different for Sanlam Indie. Personal Information is identified as:
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