How to
Everything you need to help you provide your clients with Simply benefits
How To: Broker Portal
How to use the Broker Portal
Understand how the Simply Broker Portal works to hep you provide the best cover to your clients.
How to view your client policies
See all your client policies and status in one place. Also see where to find each policy detail.
How to help your clients claim
When it’s time to claim, this is how you can help your clients.
Product Guides: Flexi-Family
Provide a Flexi-Family policy
Provide a Flexi-Family Policy on the Broker Portal
Replace a policy and save
Replace and save with a Simply policy
Cede a policy to the bank
Cede a policy to the bank
Upsell to your clients
Upsell on the Broker portal
Electronic signature Persal
Electronic signatures on Persal
Product Guides: Flexi-Funeral
Funeral without main life
Provide Flexi-Funeral Cover without the main life assured
Funeral cover for foreigners
Sell funeral cover to foreign nationals legally residing in SA
Product Guides: Flexi-Staff
Staff policy with spreadsheet
Staff cover policy with spreadsheet entry
Staff policy with Payspace
Staff cover policy with Payspace entry
Staff policy with manual entry
Staff cover policy with manual entry
Simply Financial Services (Pty) Ltd is an authorised financial services provider (FSP 47146).
Hollard Life Assurance Company Limited (Reg No. 1993/001405/06), a Licensed Life Insurer and an authorised Financial Services Provider.