Sales and prospecting
Sectional title schemes: the insurance a body corporate must actually carry
Fire cover is only the statutory floor. What the STSMA and management rule 23 oblige a body corporate to insure, and the checks that decide a claim.
Articles: Sales and prospecting
Sales and prospecting
Record of advice when the sale happened on WhatsApp
Sections 8 and 9 of the FAIS General Code still apply when the client buys on WhatsApp: the suitability steps, the record, and the copy the client gets.
Sales and prospecting
Group funeral schemes: what a broker can actually sell to a burial society
Who holds the policy, what an unlicensed group may not do, the member data an insurer needs to quote, and how to run contributions and claims on WhatsApp.
Sales and prospecting
Sasria at renewal: the checks a commercial broker should run in 2026
Sasria wrap cover returned on 1 April 2026 and placement rules changed on 1 July. The checks to run at each commercial renewal and what to tell clients.
Sales and prospecting
Broker vs direct insurers in South Africa: competing on service with WhatsApp
Direct insurers compete on price and speed. South African brokers win on advice, claims advocacy and response time, and WhatsApp makes it visible.
Sales and prospecting
Segmenting a South African book for a WhatsApp renewal campaign
How a South African brokerage splits its book by risk score, engagement and renewal window, then picks templates and tests timing on WhatsApp.
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