Sanlam – Automated Estate Reporting

Creative
Design
Strategy
Media
Technology
Brand experience
CRM & Loyalty

Insight

Losing a loved one is difficult. On top of this, there is a lot of administrative responsibilities, such as reporting a deceased estate which needs to be done within 14 days. This can be a stressful and challenging process, and one of the last things the bereaved feels like doing.

Idea

Introducing Automated Estate Reporting, an innovative digital service that enables clients to complete the estate administration process online. The platform offers all the necessary information to report a deceased estate and tells users what documents are required to conclude the process. It eliminates the need of having to manually fill in and email forms to make a difficult process less difficult.