What is an insurance CRM?
An insurance CRM is an automated business solution that helps the insurance brokers and other insurance professionals to organize, track and manage all their policies and claims in an orderly manner.
How is CRM important for insurance agents and brokers?
In the present era, insurance CRM software are considered as one of the prominent tools for prevailing in the industry. The combination of different automated modules and features offered by these software are now acting as a solution provider for the insurance broker businesses and letting them ease through the processes.
Easy to use software
All features and functionalities are placed so elegantly to increase user experience and reflect an easy to learn look and feel.
High end customization options
You can create your own customized data entry fields, drops downs . Also you can change the display colors as per your company’s color theme.
Sibro is completely self-explanatory. Even though we offer enough training sessions, still it is possible to understand its features easily.
Our product experts will provide you a detailed training about the features and functionalities.
Relevant, up-to-date, valuable insights
Sibro collects only essential details and wont display any irrelevant data and not take up more space.
When you purchase this software, you'll freely receive common future updates and continuous support.
Perfect for Your Business
Sibro’s multi-communication options help its users to engage both with the insurers and the customers through real-time notifications, email and WhatsApp.
Sibro’s subscription packages are very cost effective considering the depth of features offered.
Well documented and updated Sibro documentation helps users to easily understand the functional flow.
Professionally foster cross-platform solutions rather than highly.
You can easily translate any data entry fields in your own language with Sibro.
Claims Management with Sibro
Sibro assists you in handling the entire process from claim initiation to claim settlement. With the help of Sibro, you can record claim intimations, create documents received checklist, send those received documents to claim processor and do periodic follow-up until it gets settled or repudiated.
RECORD & MANAGE CLAIMS
With the help of Sibro, you can set up all the claims related attributes that is being dealt with.
GET AUTOMATED REPORTS
Sibro’s quality reports help its user to analyze, alter and forecast their insurance business perspectives.
Features More Than You Think
Sibro’s process flow will help you to set up to and send reminders to customers whenever a policy renewal is due, for special day greetings and much more. You could easily automate your everyday insurance related activities with Sibro and thus help your entire business team to focus on serving the customers with great care and consideration.
Sibro's accounts module systematically corrects mistakes and ensures your due receivables.
It exposes cases where we missed receiving brokerage and also eases your IRDAI compliance process significantly.
Customize you claim forms
Sibro’s exclusive feature called claim custom fields helps its customers to include customized fields while dealing with their claim entries.
A better compose
Sibro has a new feature for defining a clear separation between the Due and Paid Installments. This will help you to effective manage your policies especially when it comes with installments.
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