CWP User Manual
Official source
Source domain: sasria.co.za
Collected on 1 August 2026
Always confirm details on the official source before acting.
What this means
What this document offers
Read out of this document by Govermate's AI, in its own words. Each one quotes the line it came from — confirm on the official source before acting.
Convert an approved quote into a coupon
After a quote is approved in the Sasria Rates Calculator, you can convert it into a coupon in the Customer Web Portal. The system redirects you to CWP, auto-populates risk information, and you complete any mandatory fields, submit for issuance, and download the issued coupon as a PDF.
- Who it is for
- Agent Company users who have access to CWP and an approved quote in the Sasria Rates Calculator
- How to act on it
- In the Sasria Rates Calculator, open the approved quote and select the option to convert it into a coupon; then in CWP navigate to Manage Coupons, select Create Coupon, choose the class of business, complete required information, submit, and download the issued coupon in PDF format.
Show the line this came from
Quotes referred through the Rates Calculator can be converted into coupons. • Access the approved quote within the Rates Calculator. • Select the option to convert the quote into a coupon. • You will be redirected to the Customer Web Portal. • Risk information will automatically populate. • Review all information. • Complete any mandatory outstanding fields. • Submit the request for issuance. STEPS CONVERT A QUOTE TO A COUPON • Navigate to Manage Coupons. • Select Create Coupon. • Choose the appropriate class of business. • Complete all required information. • Submit the coupon. • Download the
Register for CWP access
You can request access to Sasria’s Customer Web Portal (CWP) by registering through the Sasria Rates Calculator. If approved, you receive an approval email with a secure link to set your password and then log in to CWP; if declined, you receive a reason and can correct issues and resubmit.
- Who it is for
- All users who need to access the Customer Web Portal (CWP)
- How to act on it
- Log in to the Sasria Rates Calculator, select 'Register for CWP', complete the registration form, and submit your registration request. If approved, use the secure link in the approval email to set your password and then log in to the Customer Web Portal.
Show the line this came from
All users are required to register before accessing the Customer Web Portal. STEPS • Log in to the Sasria Rates Calculator. • Select the Register for CWP option. • Complete the registration form. • Submit your registration request.
Request backdating approval when effective date exceeds allowed period
If you need to set an effective date that exceeds the allowed backdating period, the system flags the transaction and you must submit a backdating approval request with a detailed reason for Sasria Underwriting review. After approval, you proceed with issuing the coupon.
- Who it is for
- Agent Company users issuing coupons who need to backdate beyond the allowed period
- How to act on it
- Capture an effective date exceeding the allowable period, provide a detailed reason, and submit the request for Sasria Underwriting review; once approval is granted, proceed with issuing the coupon.
Show the line this came from
Where the effective date exceeds the allowed period, a backdating approval request is required.. • Capture an effective date exceeding the allowable period. • The system will flag the transaction as exceeding the backdating threshold. • Provide a detailed reason for the request. • Submit the request for Sasria Underwriting review. • Once approval has been granted, proceed with issuing the coupon.
Facts
Reference
GE/0000001/2026
Key Takeaways
- Document type: Customer Web Portal (CWP) Agent Company User Guide
- CWP purpose: issuing and managing coupons and group scheme policies
- Access method: integrated with Sasria Rates Calculator using SSO; no separate CWP login
- First-time registration: register via Sasria Rates Calculator (Register for CWP); approval/decline via email
- Browser requirements: latest Google Chrome, Microsoft Edge, Safari, or Internet Explorer
- Coupon issuance: convert an approved quote to a coupon; risk information auto-populates; mandatory fields required; download issued coupon as PDF
- Coupon number format: Class Code / Year / Sequential Number (example F2/2026/00010)
- Active coupons cannot be edited; changes after activation require endorsement process
- Backdating: required when effective date exceeds allowed period; submit for Sasria Underwriting review
- Maximum backdating periods: Standard Coupon 30 Days; Group Scheme 60 Days
- Group scheme registration: submit application for Sasria Underwriting review; on approval scheme becomes active and a master coupon is generated
- Endorsements: only on active coupons; GE numbering auto-generated (example GE/0000001/2026)
- Annexure uploads: monthly annexures via dashboard; access restricted to approved Sasria Finance users and authorised system administrators
- Accepted annexure file formats: DOC, DOCX, XLS, XLSX, PDF, PNG, JPG, JPEG, PPT, PPTX
- Queries: redirected to Sasria website query page; support link provided
- Support emails: itsupport@sasria.co.za (IT Desk) and contact_underwriting@sasria.co.za (Underwriting support)
- Sasria FSP licence: 39117
- Sasria
- Sasria Underwriting
- Sasria Rates Calculator
- Customer Web Portal (CWP)
- Agent Company users
- Brokers
- UMAs
- Sasria Finance users
- IT Desk
- Underwriting support