Prospects & Renewals

Never miss your renewals & follow ups. 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.

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How INSURANCE BROKERS

Create RFQs & Quote Comparison Sheets?


Check out how easy insurance brokers can draft RFQs, email them to insurers, & create professional quote comparison sheets within no time.

  1. 1
    Draft RFQs

    System creates RFQ draft from respective templates. We then modify & finalise the quote slip.

  2. 2
    Email Insurers

    Finalized quote slips are emailed right from the system, separately to each insurers.

  3. 3
    Update Quotes

    When insurers respond with their quotes, update the same to system.

  4. 4
    Create Quote Comparison Sheets

    Once sufficient quotes are received, create PDF Quote Comparison Sheet in a Single Click.

  5. 5
    Share via Email & WhatsApp

    In a single click.

CRM for Insurance Brokers


With Sibro, missed renewals has becomes a thing of the past.

Sibro will promptly remind you about your upcoming renewals, prospects, and their follow ups constantly.

Renewals are automatically added to your follow up list. By default, you will get a reminder 30 days before the renewal date.


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Instant 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.


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Systematic Policy Management

Sibro helps you track the status of your policies & endorsements; like payment received, document received, sent to client, received by client etc.


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Why Sibro?
Simple to Use, End to End, Stay Organised, Faster TATs, Scale Better, Always Available, Automate Work, Grow Faster, Easy to On board

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