15 pages · PDF · 601 KB
WhatsApp template pack for insurance brokers
The 24 ORIS WhatsApp message templates as a printable PDF: premium reminders, renewals, claims, quotes and documents, with their Meta category.
17 pages · PDF · 593 KB
FAIS & POPIA client communication checklist
Free PDF for South African brokerages: POPIA section 69 direct marketing, FAIS records, record of advice and WhatsApp, checked against the Acts.
17 pages · PDF · 610 KB
Lapse prevention kit (South Africa)
Free PDF for South African brokerages: grace periods under the Policyholder Protection Rules, the 60-day debit order dispute rule, failed debit orders.
19 pages · PDF · 663 KB
RE5 & RE1 study planner
Free PDF: RE5 and RE1 exam format from the FSCA, the official FSCA reading list as a checklist, a weekly planner and our FAIS competence guides.
16 pages · PDF · 606 KB
Kenya & Nigeria broker compliance pack
Free PDF for brokers in Kenya and Nigeria: ODPC direct marketing rules, NIIRA 2025 premium and remittance rules, WhatsApp reminders, data protection.