Latest Trends in CRM Software
CRM software has experienced quite rapid development in the last couple of years. The inclusion of new functionalities and new technologies has brought new possibilities for managing and serving customers. In fact, the previous yearRead More ⟶
Why should Insurance companies give priority to Customer Relationships? and How.
Have you heard of the successful businessmen saying, ‘If you have built stronger customer relationships, you are halfway to success.’ It is 100% true. In the insurance industry, it is very much accurate. Customers areRead More ⟶
Here is the most critical issue faced by insurance brokers and agents and the solution.
In India, research says that more than 46% of the insurance agencies are failing in their business path due to various problems. Few of their difficulties are, sending RFQs to multiple insurance companies & followingRead More ⟶
Updates for Insurance Brokers & Agents: Sibro takes the TPA Management to Digital Space
Managing claims is the daunting process for almost every insurance brokers and agencies. Are you forgetting to inform your clients about the shortfall at the right time? Are you finding difficulties in tracking of eachRead More ⟶
Why is Sibro the best Claims Management Software?
Though Sibro helps you manage insurance business from start to end, it is well-known particularly for handling claims. This insurance agents software has not only made the claim process easier but also quicker. It helpsRead More ⟶
Claims Management at Sibro: How to use?
The claims module helps you track the status of every claim that arrives from our customers easily and systematically. It also tracks the TAT of every claim. You can attach and keep all the documentsRead More ⟶
Are you sending RFQs to insurance companies? Here is the easiest way to do it.
In Insurance industry, Request For Quote (RFQ) is an easy process where you create a RFQ detailing the services it needs, sending it to appropriate insurance companies, and comparing the quotes that are received. TheRead More ⟶
How to add premium transaction in Sibro?
When you convert the prospect to policy as per discussed in this article, you will be taken to the payment page. You can enter the premium transaction details and save them. With this being done,Read More ⟶
How to add a policy in Sibro?
As per discussed in this article, we would covert the prospect to policy during payment. Once we record the premium, Sibro will wait for the policy documents to arrive. Sometimes, you will get the policyRead More ⟶
How to add a prospect business in Sibro?
You can add all your prospect businesses on Sibro by going to ‘+’ → Add Business → Prospect There are 2 sections here; Client Details and Business Details. Step 1: Client Details A prospect clientRead More ⟶
Policy Management at Sibro: What you need to know
At Sibro, policies are broadly categorized into 3; Upcoming, Converted, and Installments. In this article, we shall know everything about ‘upcoming policies’ section. Policies -> Upcoming The ‘Upcoming’ section gives you a list of allRead More ⟶