¶¶Òõ¶ÌÊÓƵ

All Countries
Insurance
Insurance Proposal Form

Insurance Proposal Form Template for South Africa

Create a bespoke document in minutes,  or upload and review your own.

4.6 / 5
4.8 / 5

Let's create your Insurance Proposal Form

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

Insurance Proposal Form

"I need an Insurance Proposal Form for a commercial property portfolio comprising three retail locations in Cape Town, with specific sections for security measures and fire protection systems, to be implemented by March 2025."

Celebrated by
Collaborations with
Investors
Document background
The Insurance Proposal Form is a fundamental document in the South African insurance industry, serving as the primary means of gathering information for risk assessment and policy underwriting. It is used when an individual or organization seeks to obtain insurance coverage, requiring detailed disclosure of relevant information about the proposer and the risk to be insured. The form must comply with various South African regulations, including the Insurance Act 18 of 2017, the FAIS Act, and the POPI Act, ensuring proper disclosure, fair treatment of customers, and protection of personal information. The document typically precedes the insurance policy and forms the basis of the insurance contract, with the information provided being crucial for insurers to evaluate risk and determine appropriate premium rates.
Suggested Sections

1. Personal Information: Proposer's details including full name, ID number, contact information, and address (with POPI Act disclosure)

2. Insurance History: Previous insurance details, claims history, and any policy cancellations or refusals

3. Risk Details: Specific information about the risk to be insured - property details, vehicle information, or other relevant risk factors

4. Coverage Requirements: Desired type and extent of coverage, sum insured, and any specific endorsements required

5. Financial Information: Payment details, preferred premium payment method, and banking information

6. Health and Lifestyle: For personal insurance - health conditions, occupation, and lifestyle factors affecting risk

7. Security Measures: Existing security arrangements, safety features, and risk mitigation measures

8. Declarations: Standard declarations regarding truth of information provided and understanding of obligations

9. Consent and Privacy Notice: POPI Act compliant consent for data processing and privacy policy acknowledgment

Optional Sections

1. Business Details: For commercial insurance - company registration, business type, and operational details

2. Vehicle Schedule: For motor insurance - detailed information about vehicles to be insured

3. Property Details: For property insurance - building specifications, construction details, and occupancy information

4. Employee Information: For employer's liability or group insurance - staff details and employment information

5. Medical History: For health or life insurance - detailed medical history and current health status

6. Beneficiary Nomination: For life insurance - details of nominated beneficiaries

7. Additional Insureds: When coverage is required for multiple parties or entities

Suggested Schedules

1. Schedule A - Asset Inventory: Detailed list of assets to be insured with values and specifications

2. Schedule B - Claims History: Detailed record of previous insurance claims

3. Schedule C - Security Certificates: Copies of security system certificates or compliance documents

4. Appendix 1 - Risk Assessment Questionnaire: Detailed questionnaire for specific risk evaluation

5. Appendix 2 - Medical Examination Report: For life/health insurance - standard medical examination form

6. Appendix 3 - Valuation Certificates: Professional valuations for high-value items

7. Appendix 4 - FICA Documents: Required documentation for Financial Intelligence Centre Act compliance

Authors

Alex Denne

Head of Growth (Open Source Law) @ ¶¶Òõ¶ÌÊÓƵ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co
Relevant legal definitions














































Clauses






























Relevant Industries

Financial Services

Insurance

Banking

Real Estate

Manufacturing

Retail

Healthcare

Transportation

Construction

Agriculture

Mining

Professional Services

Technology

Hospitality

Education

Relevant Teams

Legal

Compliance

Risk Management

Underwriting

Claims Processing

Customer Service

Policy Administration

Business Development

Operations

Actuarial

Product Development

Broker Relations

Relevant Roles

Insurance Underwriter

Risk Manager

Compliance Officer

Insurance Broker

Financial Advisor

Claims Manager

Policy Administrator

Legal Counsel

Insurance Agent

Risk Assessor

Business Development Manager

Customer Service Representative

Operations Manager

Chief Risk Officer

Actuarial Analyst

Industries








Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

Find the exact document you need

Personal Accident Claim Form

South African personal accident claim form for insurance claims processing, compliant with local insurance and data protection regulations.

find out more

Professional Indemnity Proposal Form

A South African regulatory-compliant proposal form for obtaining professional indemnity insurance coverage, capturing essential risk and business information for underwriting purposes.

find out more

Medical Insurance Claim Form

A South African medical insurance claim form for policyholders to request reimbursement for healthcare services, compliant with local insurance and healthcare regulations.

find out more

Insurance Claim Form

A South African legal document for submitting insurance claims, compliant with local insurance laws and regulations, used to initiate and process insurance claim requests.

find out more

Insurance Waiver Form

A South African legal document allowing the voluntary waiver of specific insurance coverage rights, compliant with local insurance and consumer protection laws.

find out more

Health Insurance Waiver

A South African law-compliant document allowing individuals to formally decline offered health insurance coverage while acknowledging associated risks and implications.

find out more

Accident Claim Form

A standardized South African legal document for filing accident-related claims, compliant with local legislation including RAF Act and POPIA.

find out more

Medical Claim Form

A South African regulatory-compliant form for submitting medical expense claims to medical schemes or health insurers.

find out more

Insurance Verification Form

A South African regulatory-compliant document used to verify and confirm insurance coverage details, adhering to local insurance and data protection laws.

find out more

Travel Insurance Claim Form

A South African-compliant travel insurance claim form for submitting and processing travel-related insurance claims under South African insurance regulations.

find out more

Travel Insurance Form

A South African law-compliant travel insurance form establishing coverage terms between insurer and policyholder for travel-related risks and benefits.

find out more

Gap Insurance Cancellation Form

A South African regulatory-compliant form for cancelling Gap Insurance policies, capturing essential policyholder information and cancellation requirements.

find out more

Insurance Opt Out Form

A South African regulatory-compliant form allowing policyholders to formally opt out of specific insurance coverage or benefits.

find out more

Pet Insurance Claim Form

A South African-compliant claim form for pet insurance policyholders to request reimbursement for veterinary expenses and related costs under their insurance policy.

find out more

Group Insurance Form

A South African legal document establishing terms and conditions for group insurance coverage, compliant with local insurance regulations and financial services laws.

find out more

Transfer Of Insurance Form

A South African legal document facilitating the transfer of insurance policy rights and obligations from one policyholder to another, compliant with local insurance regulations.

find out more

Insurance Proposal Form

A South African insurance industry standard form for collecting essential policyholder information and risk details, compliant with local insurance and data protection regulations.

find out more

Insurance Cancellation Form

A South African-compliant form for formal termination of insurance policies, adhering to local insurance legislation and policyholder protection rules.

find out more

Insurance Declaration Form

A South African regulatory-compliant document used to declare information essential for insurance coverage, serving as the basis for an insurance contract.

find out more

Download our whitepaper on the future of AI in Legal

By providing your email address you are consenting to our Privacy Notice.
Thank you for downloading our whitepaper. This should arrive in your inbox shortly. In the meantime, why not jump straight to a section that interests you here: /our-research
Oops! Something went wrong while submitting the form.

³Ò±ð²Ô¾±±ð’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; ³Ò±ð²Ô¾±±ð’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

Our bank-grade security infrastructure undergoes regular external audits

We are ISO27001 certified, so your data is secure

Organizational security

You retain IP ownership of your documents

You have full control over your data and who gets to see it

Innovation in privacy:

Genie partnered with the Computational Privacy Department at Imperial College London

Together, we ran a £1 million research project on privacy and anonymity in legal contracts

Want to know more?

Visit our for more details and real-time security updates.

Read our Privacy Policy.