The Sanlam Retail Affluent business (SRA) is dedicated to empowering South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial planning, life- and disability insurance, credit solutions, savings and investments, retirement and fiduciary services that can be accessed through various platforms.

Sanlam Risk & Savings, which is one of the businesses within SRA, offers Risk and Savings solutions to various segments within the market.

The role of the underwriter is to assess the risk of our clients based on their individual risk profile (this includes consideration of insurable interest, occupation, medical, financial, part-time activities & travel/territorial risk).

Core outputs: