29 February 2024
Objective:
Changing the inception date on a funeral policy can have significant implications, and it's important to understand the reasons behind such a request. However, it's crucial to note that intentionally altering policy details, including inception dates, for fraudulent purposes is illegal and could lead to serious consequences.
Responsibility:
• The Insurance Admin Supervisor (Promise Ramatseba) has been appointed to approve ALL inception date requests. No other employee will have the authorisation level on Pol360 to amend/change inception dates.
Procedure (Effective 1 March 2024):
• When Wisani and NLA archive files need inception date changes, the beneficiaries must be captured on Pol360 only. Archive staff will not be able to change any inception date. An inception date amendment form must be completed stating clearly why an inception date must be changed.
• The inception date amendment form with supporting documents must be sent/emailed to Promise for approval. If approved, Promise will change the inception date on Pol360.
• Branches will follow the same procedure when receiving inception date change requests from clients.
Supporting documentation: (Must be clear and legible)
• Original membership application form;
• IDR forms;
• Printouts from the old system.
Scope:
This SOP applies to all branches that are requesting inception date change
__________________________
Hanli Nel
Admin Manager
Wisani & NLA
Download this SOP here:
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