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CWP User Manual

SASRIARef: GE/0000001/2026

Official source

Source domain: sasria.co.za

Collected on 1 August 2026

Always confirm details on the official source before acting.

Our copy (archived 1 August 2026)Official source

What this means

This document is a user manual for Sasria’s Customer Web Portal (CWP), intended for Agent Company users. It explains how to access the portal via Single Sign-On (SSO) through the Sasria Rates Calculator, how to register for CWP access, and how to use core functions such as converting referred quotes into coupons, managing coupons and group schemes, creating endorsements and uploading monthly annexures. It also sets rules such as active coupons not being editable, backdating requiring Sasria Underwriting review when exceeding allowed periods, and accepted file formats for annexure uploads, plus support contact details for IT and underwriting queries.

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.

approval requestOngoing

Request backdating approval (Sasria Underwriting review)

When the effective date exceeds the allowed period, you can submit a backdating approval request. The system flags the transaction, you provide a detailed reason, and you submit it for Sasria Underwriting review; once approved, you proceed with issuing the coupon.

Who it is for
Agent Company users needing to backdate when the effective date exceeds the allowed period
How to act on it
Capture an effective date exceeding the allowable period, provide a detailed reason when prompted, and submit the request for Sasria Underwriting review; after approval, 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.
portal access registrationOngoing

Register for CWP access

Agent Company users can apply for access to the 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 can correct issues and resubmit.

Who it is for
Agent Company users who need CWP access
How to act on it
Log in to the Sasria Rates Calculator, select the Register for CWP option, complete the registration form, and submit the request; then follow the secure link in the approval email to set and confirm your password and log in to CWP.
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.
coupon issuance workflowOngoing

Convert a quote to a coupon (issue an issued coupon)

If you have an approved quote in the Sasria Rates Calculator, you can convert it into a coupon through the Customer Web Portal. The system redirects you to CWP, auto-populates risk information, and after you review details and submit, you can download the issued coupon in PDF format.

Who it is for
Agent Company users processing transactions and issuing coupons
How to act on it
In the Sasria Rates Calculator, open the approved quote and select the option to convert it into a coupon; review and complete mandatory fields in CWP, submit the issuance request, then download the issued coupon in PDF format (via Manage Coupons > Create Coupon).
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.

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
  • Browser requirements: latest Google Chrome, Microsoft Edge, Safari, or Internet Explorer
  • First-time registration: register via Sasria Rates Calculator (Register for CWP); approval/decline via email
  • Coupon conversion: approved quote in Rates Calculator can be converted to a coupon; risk information auto-populates
  • Coupon numbering format: Class Code / Year / Sequential Number (example F2/2026/00010)
  • Active coupons cannot be edited; changes after activation require endorsement process
  • Backdating approval: 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; approval activates scheme and generates a master coupon
  • 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
  • Support emails: itsupport@sasria.co.za (IT Desk) and contact_underwriting@sasria.co.za (Underwriting support)
  • Sasria FSP registration: authorised FSP under license number 39117; Ts & Cs apply
  • Sasria
  • Sasria Underwriting
  • Sasria Rates Calculator
  • Customer Web Portal (CWP)
  • Agent Company users
  • Brokers
  • UMAs
  • IT Desk
  • Underwriting support