What’s inside my policy documents?
When you become an Indie client, we’ll send you an email with a bunch of important information about your contract.
Your policy documents will be attached to this email and we recommend you read through them. Knowledge is power! ✊🏽
Your policy docs include:
1. Policy Overview
This is an overview of your policy with Sanlam Life - our parent company - it has all the important information about your policy.
2. Benefit Overview
Here we explain each Benefit of your policy, including features, when & how we pay claims, rules specific to that benefit, etc.
3. Your Information
This part is about you. It’s a record of the information you gave us about yourself. Please let us know immediately if anything on here is not correct at this stage.
4. Contract Rules & Terms
All contracts need rules; here’s where you’ll find them.
5. Important Information
This is a summary of critical (super duper important) information that we’ve pulled together into one place for you to access quickly.
Here's an example policy document.📌
This ^^ is a sample contract for a client who chose specific benefit features and didn't have any specific exclusions applied.