What happens to my details when I ask for a call?
By SortMyCover editorial team. Last reviewed . Fact-checked by SortMyCover editorial team on . See our editorial policy.
Lead Velocity (Pty) Ltd, trading as SortMyCover, uses your details to introduce you to one adviser. They are never sold. Ad measurement is optional and stays off unless you give separate consent. You can reply STOP at any time. This is information, not advice.
This page is a short, plain-language summary. The full notice is on the privacy page. If the two ever differ, the privacy notice is the one that counts.
Who is responsible for my details?
Lead Velocity (Pty) Ltd, which trades as SortMyCover. Under the Protection of Personal Information Act (POPIA) it is the responsible party. That means it decides how your details are used, and it has to keep them safe.
What details are collected, and why?
SortMyCover collects what is required to introduce you to an adviser and to book the call. That is mainly your name, your WhatsApp number, a few short answers and the time you book. The privacy notice lists each item.
SortMyCover does not ask for your ID number, bank details or exact income. If you send an ID number or health details in a chat, they are removed from its records.
Who sees my details?
One adviser. One authorised financial services provider gets your details. It is the one named when you agreed, or in the first WhatsApp message you receive. From then on the adviser is also responsible for your details.
Your details are never sold, and they are not given to anyone else to market to you.
Service providers also handle data for SortMyCover. They host the website, the database and the messaging systems. They may use your details only to give SortMyCover their service. Some of them keep data outside South Africa. When that happens, they must be bound by law or by a written agreement to protect it to a standard like POPIA.
Is there an AI assistant?
Yes. The WhatsApp assistant uses AI to answer questions about the call and help with booking. It never gives advice. Type PERSON at any time to reach a human.
What is ad measurement, and is it on?
Ad measurement means telling an advertising company, such as Meta, when someone views a page or sends a form, so that the ads can be measured. It is optional. It stays off unless you give separate consent on its own box. The Meta Pixel, which is the tool that does this in your browser, loads only after you tick that box.
The box is separate from the consent to be introduced to an adviser. You can say no to it and still ask for a call.
SortMyCover also counts visits on its own server. That count does not store your IP address, your answers or anything that names you.
How do I stop messages?
Reply STOP to any WhatsApp message, or email hello@sortmycover.co.za with the word STOP. SortMyCover stops contacting you and tells the adviser.
How long are my details kept?
- Your details, messages, booking and the adviser's feedback about your call are kept for 12 months after the last contact. Then they are deleted.
- Form entries that do not fit the criteria are deleted within 24 hours.
- A record that you agreed, and any opt-out, is kept as proof. The privacy notice gives the period.
What are my rights?
Under POPIA you may ask what details are held about you and get a copy. You may ask for them to be corrected or deleted, object to how they are used and take back your consent at any time. SortMyCover answers within 30 days. If you ask for deletion, it also tells the adviser.
You may also complain to the Information Regulator. How to complain shows the routes.
Who can use this service?
People aged 18 or older. If you are younger, do not use the form. How the service works, and how it is paid for, is in how SortMyCover works.
Sources
- SortMyCover privacy notice, SortMyCover. Page seen October 2026. Used for: Everything on this page; the full notice is the source of truth.
- Information Regulator (South Africa), Information Regulator (South Africa). Page seen October 2026. Used for: The body that deals with complaints under the Protection of Personal Information Act.