End to End Insurance Policy Management Software
This insurance broker software helps you to organize and track every stage of a policy; from prospects and renewal follow-ups, preparation of RFQs and quote comparison, to collecting payments, and delivering policies to customers in order, their endorsements, and more. Read more.
Automated, Hassle-free Claims Management Software
Sibro's claims module not only helps you track, but also automates & eases your work. Sibro suggests the documents required for a claim. It can fetch real time claim updates via TPA integration. They aid you in ways you have never thought about. Read more.
Smart Invoicing & Brokerage Reconciliation Software
Sibro's accounts module systematically corrects mistakes & ensures our due receivables. It helps you track every receivable invoice and their reconciliation. It also exposes cases where we missed receiving brokerage. Sibro also eases your IRDAI compliance process significantly. Read more..
Actionable Reports for Brokers and More
Sibro has a growing list of action-oriented reports; which provides only the information you need. Sibro does not record or show unimportant data which you will not use in the future. This helps you focus on what actions to take next, and saves tons of time too! Read more.
Explore the Best Insurance Broking Software
Sibro insurance broking software helps you to manage your prospects, policies, renewals, accounts and all in between. That’s why Sibro is the most recommended CRM for modern insurance brokers as well as aggressive insurance agents.
Missing renewals and time consuming accounts management have become a thing in the past. Now with the help of this insurance broker software, you can micro-manage your insurance broking business effectively and efficiently.
Perfect Software for Insurance Brokers
Thinking of the software insurance brokers prefer in the modern age for simplified insurance broking? Then SIBRO insurance broker management software is the most viable option for you.
Completely responsive to all types of desktops and laptops.
Fully customizable insurance broking features available.
Easy-peasy screen design for better broker experience.
Complete documentation available for the insurance broking software.
Simplified RFQ Management
You can simply create and send RFQs to clients directly from the software. You will find a RFQ template master where you can assign inputs for different class of policies. It's a one-time setup. So, the next time you want to send a RFQ, you can do it in a single click. You can also change the inputs whenever you want. Now let’s check out how you can send a RFQ to the insurers. Click here.
Professional Quote Comparison Sheets
This feature will help you to record and compare the insurance quotations you received from different insurance companies. The system will also automatically create a quote comparison sheet that you can send to your customer instantly. When you get a response from the insurance companies, you can also update their quotation into the system. Check out how to create and send a Quote Comparison Sheet to your customer. Click here.
Sibro helps you to find if there are any irregularities or any mismatch in the amount raised. This can be identified easily via auto-reconciliation and you can issue a debit note so that the amount can be settled later. Click on Non Reconciled button and a page will be displayed. Here you will have the option to download a sample excel sheet by clicking on the Download Sample Excel button. To know more about the auto-reconciliation feature, click here.
All In One Insurance Broker Software to Continuously Improve Broker Performance and Business Productivity
Dashboard will give you an overall picture of your entire business recorded in the software in terms of prospects, policies, claims etc.
Record and Manage Policies
Helps you organize and track every stage of a policy; from prospects and renewal follow-ups till delivering policies to customers.
Easy Click & Expand
By default, you will see the overall details in all listings. When you click on a specific row, it will open up and show you the further details.
Multi-Color Theme Options
This feature gives you the provision to customize the software color theme same as that of your company color theme.
Bulk Data Import
Any old data in the existing system can be imported to Sibro with the help of Data Import functionality in no time.
RFQ template master will help you to assign inputs for different class of policies and create and send RFQs to clients from the software.
Endless Insurance Broking Features
Sibro is an all-in-one insurance software solution for brokers and agents. Our squad is always keen to analyze the needs of an insurance broker and how we can put those requirements into a single platform sophisticatedly.
Unlimited Storage SPACE
SIbro allows you to upload and save unlimited amount of policy and claims related documents into the system.
Helps you to create your own customized data entry fields, drops downs etc as per your own requirements.
We are extremely happy with the software. The user interface is very simple and straightforward. As a result, We were able to implement it with minimal training for our Employees.
The utility of this software in our functioning is immense. We completely stopped depending on excels and files. This gives all our required reports and information. Now, its hard to imagine our operation without Sibro.