Manage your 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 to your customers right from the system.
DRAFT RFQ 10x faster WITH SIBRO INSURANCE SOFTWARE
Draft professional quote slips (i.e. Request for Quotes) 10x faster
DRAFT AND SEND EMAILS DIRECTLY WITH SIBRO
Email multiple insurers separately with click of a button
Create professional quote comparison sheets in minutes.
SYSTEMATIC FOLLOW UPS AND REMINDERS
Track customer follow ups better; with automated follow ups.
System creates RFQ draft from respective templates. We then modify & finalise the quote slip.
Finalized quote slips are emailed right from the system, separately to each insurers.
When insurers respond with their quotes, update the same to system.
Create Quote Comparison Sheets
Once sufficient quotes are received, create PDF Quote Comparison Sheet in a Single Click.
Share via Email & WhatsApp
In a single click.
CRM for Insurance Brokers
With Sibro insurance broker CRM, 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.
Let's Get Started
Add Prospects on the Go
Sibro offers a user-friendly interface where you can upload all the information about your prospects, manage them, and keep in touch with them until they become successful policyholders. This insurance broker software even reminds you when to follow up on leads and provides you with pre-written emails and messages to send right away.
Auto-follow up on a regular basis
This is how the insurance broker management system aids in the continual expansion of your company, day in and day out. You can ensure that all of your business engagements are managed in an orderly and methodical manner. Sibro will help you to create and send RFQs, and draft quotation comparison sheets under one platform.
Turn any leads into a policy with only one click
Once you secure the client, you can easily turn this lead into a policy with only one click. You won't need to enter all the information again at that point because Sibro will automatically retrieve the majority of the information we've previously contributed to the prospect. As a result, your entire staff will be able to track the same information.
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.
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.