Retentions
Submitted By
(Required)
Submitted By
Bathabile Moya
Noluthando Nkomo
Phumza Ngcobo
Regan Anthony
Vivian Molefe
Nitisha Balkissoon
Chadwin Charles
Compliance Team
Claim
Complaint
Ashira Sackstein
Colleen Sigabi
Jay Baum
Matthew Arnold
Thandeka Mkwanazi
Zanele Mgudlwa
Source of Request
(Required)
Source of Request
Call Centre Outbound
Email
SMS
WhatsApp
Inbound Call
Facebook
Live Chat
Instagram
Policy Number
(Required)
First Name of Person Requesting Cancellation
(Required)
First
Surname of Person Requesting Cancellation
(Required)
Last
Phone Number of Person Requesting Cancellation
Email of Person Requesting Cancellation
Date of Cancellation Request
(Required)
YYYY dash MM dash DD
Time of Cancellation Request
(Required)
HH
:
MM
Outcome
(Required)
Outcome
Cancellation
Retained
Cancellation Reason
(Required)
Select…
Affordability
Better offer
Claim paid
Client servicing
Compliance
extraRewards
Health checks
Incorrect start date
Marketing
No longer interested
Product (Funeral / Protector / Life)
Recapture
Sales error
Underwriting
Retained Reason
(Required)
Select…
Better offer matched
Cash payment
Complaint resolved
Decreased benefits
Decreased cover
Discounted premium
Double debit
Manual debit
Policy reissued
Resold benefits
Comment
(Required)
Escalation Required?
(Required)
Select…
No
Yes
Called by Client Services?
(Required)
If you’re in the Ops team and want to just cancel a policy then select yes
Select…
Yes – I called the client
No – I did not make the call to the client