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Testo Storyboard
- Client receive Option Letter
- I suggest you read the email top to bottom and understand what you need to do. I'm sure there are clear instructions provided
- Oh, I received an email from Sanlam reminding me of my Retirement annuity maturing and I need to make a decision about my retirement funds. Oh my, where do I start?
- Client read through Option letter and start gathering required information
- Option Letter, Process overview, expected timelines &Information Checklist
- Client logs onto Client Portal, complete Option letter & Glacier application and submit
- Client Portal
- These forms are easy to understand and my information is already there. I just need to update my contact details and capture the new information.
- Client Contact Centre receive Option letter and validate. Application is submitted to Glacier.
- SANLAM BSS
- Sentrix
- Great! This client's information and documents are all in order. IRP 3 simulation successful!
- Client receives notification of expected payment date
- Two days later client receives confirmation of payment and Glacier contract
- Dear client, You can expect payment in 2 - 3 working days.
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