The 1-2-3 of Business

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The 1-2-3 of Business
Contingent Liability Briefcase
Sanlam Business Market
Deliver quality business insurance solutions to
your clients using the 1-2-3 of Business.

• Sanlam Business Market

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The 1-2-3 of Business
Contingent Liability Briefcase
Sanlam Business Market
This presentation gives you an overview of the
1-2-3 of Business and the support material that
is available to assist you in solving your
business owner clients contingent liability
problem. The support material is available in
English and Afrikaans and can be downloaded from
the Contingent Liability briefcase or Sanport.

• Sanlam Business Market

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The 1-2-3 of Business
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What is the 1-2-3 of Business?

• Business insurance analysis tool
• Web-based
• System driven
• Addresses all aspects of needs identified
  (structure, tax etc.)
• Access to an online or paper version
• Report (FAIS compliant)
• Generates relevant agreements ready for your
  clients signature
• Includes a communication to the accountant
• Integrated quotation
• Integrated application form

Business insurance needs addressed by the1-2-3
of Business
1 Contingent Liability
2 Credit Loan Account
3 Buy and Sell
4 Key Person Risk
5 Debit Loan Account
6 Overhead Protector
7 Replacement of Income
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The 1-2-3 of BusinessWe reached a significant
milestone at the end of 2013!

• Allegiance Consulting
• 1 March 2014 15 years
• 1-2-3 of Business 7 years
• Average 1-2-3 R18.2m
• Not a single complaint
• No litigation
• Quality of advice

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1-2-3 of BusinessProcessing options
Use the paper version to fulfill all your
business insurance needs.
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1-2-3 of BusinessIntegrated Sanlam quotation
application form
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The 1-2-3 of Business?
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1-2-3 of Business SupportIndependent Financial
Advisors

• Allegiance Call Centre Charlene van Staden
• Contact number 0861 legal1 / 0861 534 251
• Email address 123_at_allegiance.co.za
• Fax to mail 086 661 3425
• Legal support Speak to your BC

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1-2-3 of Business SupportSanlam Financial
Advisors

• FPA Call Centre Achmalia Maans
• Contact number 021 947 8408
• Email address 123ob_at_sanlam.co.za
• Fax to mail 021 957 2487

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The 1-2-3 of Business
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