Built for FSCA compliance
Six modules that cover every regulatory touchpoint, from first complaint to TCF report.
FSCA TCF · 5-day SLA
Complaint Tracking
- ✓Log complaints with auto-generated reference numbers (CP-YYYY-NNNN)
- ✓FSCA TCF category mapping across all 8 categories (claims, advice, disclosure, etc.)
- ✓5-day SLA countdown with 50% and 80% threshold alerts
- ✓Automated SLA breach notifications via email and WhatsApp
- ✓Audit trail on every status change — immutable, FSCA-ready
ST Insurance Act · LT Insurance Act · Medical Schemes Act
Claims Management
- ✓Short-term claims: 10-business-day SLA (ST Insurance Act)
- ✓Long-term claims: 90-calendar-day SLA
- ✓Medical aid claims: 30-calendar-day SLA (Medical Schemes Act)
- ✓Status tracking: Open → Awaiting Insurer → Awaiting Client → Resolved
- ✓Settlement amount tracking and insurer response logging
NFO 2024 · AI-assisted
NFO Letter Generator
- ✓Generates compliant complaint letters in National Financial Ombud (NFO) format
- ✓AI drafts the letter from the complaint record — you review and approve
- ✓Covers all required NFO sections: complaint details, chronology, grounds, relief sought
- ✓PDF export via @react-pdf/renderer — no Chromium required
- ✓Built-in disclaimer: "reviewed by a licensed FSP before submission"
FSCA TCF · 6 Outcomes
TCF Monthly Reports
- ✓Auto-generates narrative compliance reports per FSCA TCF Outcome reporting requirements
- ✓Covers all 6 TCF Outcomes: Culture, Products, Information, Advice, Performance, No Barriers
- ✓Aggregates complaint/claim stats for the selected period automatically
- ✓AI drafts the report narrative — edit and export as PDF or Word
- ✓Flags areas of concern honestly — regulators distrust uniformly positive reports
HelloPeter · Internal data
Insurer Scorecards
- ✓Daily HelloPeter sentiment scraping per insurer
- ✓Internal complaint and claim resolution metrics per insurer
- ✓NFO referral rate tracking — see which insurers force escalation
- ✓Average resolution day benchmarking across your book
- ✓AI-generated monthly insurer performance summary
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POPIA-compliant
Client Portal
- ✓Policyholders get read-only access to their claims and complaint status
- ✓No personal data exposure beyond what the client already knows
- ✓POPIA-compliant: separate auth flow, no cross-client data leakage
- ✓Available on Growth and Enterprise plans
- ✓Branded with your brokerage name
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