Sibro is an all-in-one insurance software solution for brokers and agents. Our Sibro team was very keen to analyze what exact an insurance broker needs and how we can put those requirements into a single platform elegantly. The answer is what we call Sibro! You will be amazed to see the features offered by this top insurance CRM software. We have precisely filtered all the requirements as combined them as its promising features. So, checkout those and let yourself know whom Sibro is going to be a perfect companion for your successful business journey.
Features offered by Sibro
Though Sibro offers countless features exclusively for insurance players, here we are listing the most promising and effective features and functionalities.
All-in-one Dashboard
Sibro dashboard will give you an overall picture of your entire business recorded in the software in terms of prospects, policies, claims etc . The numbers will be displaying your premium, gross premium, net premium, and the brokerage with respect to the selected period. Read more
Record and Manage Policies
Sibro helps you organize and track every stage of a policy; from prospects and renewal follow-ups, preparation of RFQs and quote comparisons, to collecting payments, and delivering policies to customers in order, their endorsements. Read more
High-end Customization Options
Sibro helps you to create your own customized data entry fields, drops downs etc as per your own requirements. Also the entire software offers different customization options to suit your business processes. Read more
Easy Click & Expand
In order to increase user experience, Sibro offers click and expand functionality. So 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. Read more
Unlimited Storage Capacity
In order to assist you in insurance related documentation management, Sibro allows you to upload and save unlimited amount of policy and claims related documents into the system.
Follow Ups & Reminders
Sibro will remind you about all the pending business with a variety of views like All, Due Today, Due Tomorrow, Due this Week, Overdue, etc. Once you make a follow up, be it meeting, or call, or email, they can be recorded in the system as a follow-up note. Read more
Apply Filter
On almost every page, you can see an Apply Filter button on the top right corner. This will help you to filter and drill down the data that is being displayed. These advanced filter options will ease your search process. Read more
Bulk Data Import
This feature will help you to ease your on-boarding process. Any old data in the existing system can be imported to Sibro with the help of Data Import functionality. Read more
Merge Policies
You don’t have to worry if you have created duplicate clients in the system. Sibro offers the provision to merge them together via the Merge Clients option. This feature helps you to merge two policies in case if duplication happened and clears the confusion happened. Read more
Multiple Language Translation
Sibro’s translation feature is another highlight where you can translate any data entry fields in your own language which definitely offers you an enhanced user experience. Read more
Multi-Color Theme Options
Sibro's theme customization gives you the provision to customize the software color theme same as that of your company color theme. Read more
Daily Task Progress
The best thing about this feature is that a person can see others’ progress based upon user privileges. That is, a business owner can see all his employees’ daily task summary if the user privileges are set. Read more
RFQ Management
You can 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. Read more
Installments
This feature is used for policies that the payments are scheduled on an installment basis. You can easily record and manage all your incoming installments vai this feature. Read more
Quote Comparison Sheets
This feature will help you to record and compare the insurance quotations received from different insurance companies. The system will also automatically create a quote comparison sheet that you can send to your customer. Read more
Tax Master
Sibro's Tax Master feature will help you to manage all your tax problems by recording them orderly with in the software. Read more
Member Lists
Sibro’s member lists feature helps you to upload member lists to the system. These templates are customizable and you can create as many member list templates as you want. Read more
Client Custom Fields
You can record all your clients with their respective details into the system. If you want to capture additional information, you can simply do that by creating an additional text box or drop down via client custom fields. Read more
Booked In Master
Booked In Master is exclusively for insurance agents and sub brokers. They will have the option to manage their multiple business points into one single system via Booked in Master feature. Read more
Premium Bifurcation
This feature will help you to have different inner components/sub divisions for policies often referred as bifurcations. You can manage them so easily and effortlessly with the help of this Premium bifurcation feature. Read more
Rewards Master
Sibro gives you the provision to record and manage monetary benefits the brokers enjoys apart from the brokerage commission. Read more
Reason For Loss Master
Sibro offers the ability to filter and create reports based on individual reasons. So, if you lose a prospect, you will have the provision to mark that prospect/renewal as lost along with the reason. Read more
Create Document Checklist for Claims
Sibro offers its Documents feature where you can create your own customized checklist for every policy that is associated with the organization. Read more
Claim Custom Fields
If you want to capture additional information about the client other than the default information , you can simply do that by creating an additional text box or drop down via client custom fields. Read more
TPA Integration
Sibro helps you to manage all your TPAs associated with your organization. You can see all of them listed with their corresponding name, phone number, email address, physical address and their statuses. Read more
Claims Dump
If the TPA has given you login credentials of their system, you can download the claim details and upload it in your software. Sibro helps you to upload the TPA’s client details in minimal steps. . Read more
Auto-reconciliation
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. Read more
Action-oriented Reports
Sibro offers an effective sets of reports in the software, that helps you see the status, compare performance, and drive sales. Read more
Sibro Templates
Sibro helps you to draft RFQs, send bulk emails with RFQs to insurance companies, updates the quotations received, creates standard quote comparison sheets and share these quote comparisons to customers via email and WhatsApp. Read more
Track Invoices
Sibro offers multiple auto-generated invoice templates for its users. This can be an effective way to manage accounts and reconciliation processes. Read more
Email Templates
This feature helps you to communicate to your clients via email within the system itself. Here, you can add all the different email templates required for various emailing categories. Read more
Privileges Controls
Everything you see throughout the software is user privilege controlled.These privileges helps Sibro user to classify feature access accordingly when ever needed. Read more
Integrations
Call center integration is supported in SIBRO as an additional customization. Insurer API Integration is available in SIBRO as a custom feature. Read more
Custom Download
In the reports, in order to customize the reports by adding the necessary data/columns, at All Downloads, we have introduced a new feature that let the users define what all to see and what all to hide while they are downloading reports. Read more
Multi Currency Support
When a policy is issued in a different currency other than their primary currency, now we have a provision to capture this input into the system. In Organization Master we have an option to add “Additional Currencies” apart from the Primary Currency we loaded. Read more
Client Groups
Assume Client A and Client B are entirely two different clients or business entities with separate address, GST number, etc. If they belongs to the same group/coming via the same contact person, this feature will help you to group clients together for improved report. Read more
