Prospects & Renewals
Never miss your renewals & follow ups. Plus effortlessly draft RFQs, email quotes slips to insurers, create professional Quote Comparison Sheets, and Email, WhatsApp & SMS customers right from the system.
DRAFT RFQ
Draft professional quote slips (i.e. Request for Quotes) 10x faster
EMAIL INTEGRATION
Email multiple insurers separately with click of a button
QUOTE COMPARISON
Create professional quote comparison sheets in minutes.
FOLLOW UP
Track customer follow ups better; with auto logged email, SMS & WhatsApp follow ups.
Create RFQs & Quote Comparison Sheets?
See how easy it is to Draft RFQs, email them to insurers, & create professional quote comparison sheets in this 4 minute video.
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Draft RFQs
System creates RFQ draft from respective templates. We then modify & finalise the quote slip.
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Email Insurers
Finalized quote slips are emailed right from the system, separately to each insurers.
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Update Quotes
When insurers respond with their quotes, update the same to system.
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Create Quote Comparison Sheets
Once sufficient quotes are received, create PDF Quote Comparison Sheet in a Single Click.
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Share via Email & WhatsApp
In a single click.
CRM for Insurance Brokers
With Sibro, missing renewals becomes a thing of the past.
Sibro will promptly remind you about your upcoming renewals, prospects, and their follow ups.
Renewals are automatically added to our follow up list. By default, we get a reminder 30 days before the renewal date.
Let's Get Started
Custom Fields
Create custom inputs and drop downs for Clients, Prospects, Policies & Claims; which is searchable, and can be auto filled in RFQs, Emails, SMS, etc.
Policy Management
Sibro helps you track the status of your policies & endorsements; like payment received, document received, sent to client, received by client etc.