Week Two

Product Training

• Distinguish between Sanlam Indie's underwriting process and the more traditional methods of underwriting.

• Recognise the steps and factors used to underwriting a Sanlam Indie policy.

• Be familiar with the Sanlam Indie client onboarding journey, the contents of the policy document & welcome pack and the features of the client dashboard.

• Name each of the Sanlam Indie life insurance products and identify their main purpose & features.

• Give an in depth explanation of the business rules for each of Sanlam Indie's life insurance products.

• Give an in depth explanation of Wealth Bonus, it's distinguishing features and the value it brings to Sanlam Indie and our clients

• Recount the technical details of premium skips and the effect they have on a policy

• Apply the product knowledge towards completing assessments.

The Client Query

• Apply the RACE technique to construct meaningful, effective and empathetic email responses to client queries.

• Advocate for

Introduction to Freshdesk

Service Delivery WOW

This week we'll cover:

1. Wealth Bonus and Sanlam Indie Wealth Bonus.

2. Premiums and Other Premium Features.

3. The Client’s Query

• Restate, Answer, Cite and Explain (RACE) the Sanlam Indie way.

4. An introduction to FreshDesk, our client relationship management system (CRM).

• Understanding the flow of work.

• Important features and capabilities

• Navigating the system

5. The principles and rules of the Service Delivery Way Of Work, which governs the query’s end-to-end journey across our CRM.

6. Practical application of what we've learned so far.