Policy Tracing & Claim Administration

There could be a policy waiting.

We help investigate possible cover and guide the claim administration that follows.

Advisor helping a client review policy tracing documents

Services covered

Tracing and claim support.

Policy tracing

Life insurance claim assistance

Funeral policy claim assistance

Retirement or benefit tracing

Existing claim follow-up

Claim-document administration

How it works

A simple staged process.

Step 1

Tell us who we are looking for

Provide the basic available information about the person whose policy or benefit may need to be traced.

Step 2

We begin the tracing process

ItuAssist helps identify and approach relevant institutions or possible policy providers.

Step 3

A possible policy is identified

Where a potential policy or benefit is found, the team explains the next administrative steps.

Step 4

Claim administration

ItuAssist helps compile and submit the required claim documentation through the agreed process.

Step 5

Claim follow-up

The team follows the administrative process and provides progress updates.

Step 6

Resolution

Assistance continues until the relevant administrative process reaches its conclusion.

Fees

Clear before you proceed.

R600 non-refundable administration fee

7% success fee calculated on the total successful claim payout, where assistance results in a successful benefit payout and subject to the agreed client mandate.

ItuAssist provides policy tracing and claims administration assistance. The existence of a policy, validity of cover, claim eligibility, and payment remain subject to confirmation and assessment by the relevant insurer, fund, administrator, or financial institution.

Start here

Request assistance.

No ID numbers or documents in this first form.

Use the guided assistance flow

Start with the basics only. We ask for documents later through the right process.

Start request