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Insurance Panel Requirements for SA Contractors (2026 Complete Guide)

Insurance panel work represents 60–70% of revenue for most SA trade contractors. Losing panel status isn't just a business problem — for many contractors, it's the end of the business. This guide covers exactly what Santam, OUTsurance, Telesure, King Price and MiWay require, and how to maintain compliance reliably.

March 2026 Published
12 min Read
Renier Smith, Founder of Plan My Crew Author

By Renier Smith, Founder of Plan My Crew · March 2026 · 12 min read

Quick Answer: The 5 Non-Negotiables

  1. SLA Compliance: 60-minute emergency response, 4-hour standard. Maintain 95%+.
  2. GPS Proof of Attendance: Verified location within 40m of job address, timestamped.
  3. DAS Tracking: Claim reference number captured for every job (Digicall or panel-specific).
  4. COC Documentation: Certificates of Compliance for all electrical, plumbing and gas work.
  5. Professional Reporting: Minimum 5 photos, detailed findings, recommendations per job.

The Major SA Insurance Panels

InsurerDAS SystemSLA StandardNotes
SantamDigicall (primary)60-min emergency / 4-hour standardLargest short-term insurer. Strictest compliance.
OUTsuranceIn-house + Digicall60-min / 4-hourFast claim processing. Growing panel.
Telesure GroupPanel-specific60-min / 4-hourIncludes Budget, 1st for Women, Auto & General, Virseker.
Old Mutual InsurePanel-specific60-min / 4-hourIncludes iWYZE, Mutual & Federal.
King PricePanel-specific60-min / 4-hourGrowing fast. Good volume.
MiWayPanel-specific60-min / 4-hourEstablished mid-tier.
Discovery InsureIn-house60-min / 4-hourNewer, growing rapidly.
HollardPanel-specific60-min / 4-hourCommercial focus.

SLA Requirements in Detail

The Two Tiers

Emergency (60 minutes): Geyser burst with active water damage. Electrical fault leaving occupants vulnerable. Gas leak. Roof leak during rain. No power to medical equipment.

Standard (4 hours): Geyser not heating (no burst). Non-critical electrical fault. Blocked drain (inconvenience, not flooding). Door lock repair. Minor roof issues.

When Does the SLA Clock Start?

⚠️ Critical: The clock starts when the DAS assigns the job to you — NOT when the customer calls the insurer. There is often a 15–30 minute gap between the customer calling and DAS assignment. That gap is the insurer's, not yours. Your 60 minutes starts at assignment.

What Counts as Arrival

ActionCounts as SLA Met?
Phone call: "I'm on my way"❌ No
Arrive in the suburb / area❌ No
Park outside the property❌ No
GPS check-in within 40m of address✅ Yes — timestamped proof

SLA Compliance Thresholds

Compliance RateStatusInsurer Response
95–100%ExcellentPreferred contractor status
90–94%GoodNo concerns
85–89%WarningInformal notice
80–84%Formal warningReview scheduled
75–79%ProbationAction plan required
Below 75%Panel removalContract termination

DAS Systems — What You Need to Know

DAS (Damage Assessment Service) is the third-party system managing claim flow between insurer and contractor. Digicall is the most widely used in SA.

The Digicall Workflow

  1. Customer calls insurer → insurer logs claim → DAS (Digicall) assigns to nearest/available contractor
  2. You receive SMS: "New claim DIG-2026-045123 — geyser burst, 22 Millbrook Crescent, Sandton. Emergency. Contact: 082 123 4567"
  3. You must accept within 5 minutes (or it gets reassigned)
  4. Assign to nearest available team — SLA clock is running
  5. Team GPS check-in at property within 60 minutes
  6. Complete job, upload photos, COC, report
  7. Submit via DAS — insurer validates — payment 30–45 days
The 5-minute acceptance window is critical. If you're managing claims manually and you miss the SMS, the job goes to a competitor. PMC's email parser reads Telesure/OUTsurance/Santam assignment emails and creates the job in your system automatically — your team is notified before you've even seen the email.

COC Requirements by Trade

TradeWork TypeCOC Required?
Electrical
ElectricalDB board work, new circuits, earth leakage✅ Always
ElectricalSingle breaker replacement⚠️ Depends on insurer
ElectricalLight fitting replacement❌ Usually not
Plumbing
PlumbingGeyser installation, water mains✅ Always
PlumbingTap washer, toilet repair (not replacement)❌ Usually not
Gas
GasGas geyser, stove connection, LPG cylinder, any pipe work✅ Always

COC must include: Certificate number · Contractor details + PIRB registration · Work performed (detailed) · Address · Date of work and issue · Signature and stamp.

Without a required COC, the claim will be rejected by the insurer — regardless of how good the work was.

Photo Requirements

Minimum 5 photos per job for insurance claims. Best practice: 10–15.

  • Before photos (minimum 3) — showing the damage and cause
  • During work photos (2–3) — showing the repair process
  • After photos (minimum 3) — showing completed work
  • Materials used photo — showing brand and specification of replacement parts
  • COC photo — showing the certificate if applicable

In PMC, photos are mandatory before a job can be marked complete. The system won't let a technician close the job without uploading the minimum required images — no exception, no override.

Comeback Rate — The Often Overlooked Requirement

A comeback is when you return to a job because your original work failed or was incomplete. Insurers track this separately from SLA compliance.

The real cost of a comeback: Insurance admin R750 + your admin time R400 + direct repair cost R400 + opportunity cost (job you could have been on) R2,500 = R3,550 per comeback.
Comeback RateStatus
Under 5%Excellent
5–8%Acceptable
8–15%Warning territory
Over 15%Panel suspension risk

Software That Protects Your Panel Status vs Software That Doesn't

ServCraft, Tradify, Eworks, Jobber and Housecall Pro can all be used for insurance work. None of them are purpose-built for it. Using them means tracking SLA compliance manually in a spreadsheet, capturing DAS reference numbers separately, chasing COC attachments, and hoping your photo compliance is sufficient. That's exactly how SLA breaches happen — not because your team was slow, but because the manual tracking failed.

RequirementPMC Panel ProServCraftTradify
SLA countdown with alerts✅ Automatic❌ Manual❌ Manual
DAS reference field✅ Required field❌ None❌ None
GPS 40m attendance proof✅ Enforced⚠️ Tracking only⚠️ Basic GPS
COC library + auto-attach✅ Built-in⚠️ Manual⚠️ Manual
Mandatory photos before close✅ Enforced⚠️ Optional⚠️ Optional
Insurance email parser✅ PMC only
AI report generation✅ Add-on R199
PriceR350/month~R300+/month~R320+/month

Getting on a Panel — Requirements Checklist

  • ✅ PIRB registration (electrician / plumber / gas fitter as applicable)
  • ✅ Public liability insurance — R5M+ coverage minimum
  • ✅ Professional indemnity insurance
  • ✅ Registered company (PTY Ltd or CC)
  • ✅ Valid tax clearance certificate
  • ✅ Business bank account
  • ✅ GPS tracking software (preferred by insurers — shows professional operation)
  • ✅ Reference letters from existing clients
  • ✅ CIDB registration (for certain work types and thresholds)

PMC Panel Pro — Built for Insurance Panel Compliance

Automated SLA tracking. GPS attendance proof. Insurance email parser. AI reports. R350/month. 30-day free trial.

Start Free Trial →

Read next: SLA compliance guide — maintaining 95%+ → | Full software comparison →