In the ever-evolving landscape of insurance broking, having the right tools at your disposal is crucial for success. SIBRO Insurance Broking Software continues to lead the way with its latest features designed to simplify processes, enhance productivity, and improve client satisfaction.
In this blog post, we’ll explore the recent updates to SIBRO and how they can benefit modern insurance brokers. From client communication to security measures, SIBRO has you covered every step of the way.
#1: Two-Factor Authentication for Enhanced Security
Security is paramount in the insurance industry, which is why SIBRO now offers Two-Factor Authentication (2FA). Administrators can activate 2FA for all users, adding an extra layer of protection to user accounts. With an OTP dispatched to the user’s email for login, SIBRO ensures only authorized individuals gain access to sensitive information, enhancing overall security measures.
#2: Welcome & Renewal Letter Features
Introducing the Welcome & Renewal Letter feature, a significant addition to SIBRO’s suite of tools. This feature simplifies client onboarding and renewal processes, allowing brokers to streamline communication with customizable letters. By enhancing client engagement and satisfaction, SIBRO empowers brokers to build stronger relationships and deliver exceptional service.
The Most Effective Way to Win Potential Customers
This article will walk you through the importance of follow-ups in the insurance broking business, the existing ways to do it, and the best ways to effectively win new potential customers and prosper your insurance broking business.
#3: Significant Enhancement to Auto-Reconciliation Features
Auto-reconciliation is now more efficient than ever with SIBRO’s revamped process. Previously, manual intervention was required when reconciliation failed, posing challenges for the accounts and operations teams. However, the upgraded system retains statements associated with auto-reconciled invoices and automatically reconciles policy/endorsement entries, eliminating the need for full reconciliation of invoices to reflect in reports. These enhancements streamline operations, saving time and improving accuracy.
#4: Filter Option in Custom Reports
SIBRO’s custom reports now offer a new filter option, enhancing flexibility and convenience for users. With the introduction of the “Policy Awaited: Yes/No” parameter, users can now download data with awaited policies directly from custom reports. Whether analyzing awaited policies or assessing overall business status, this new feature ensures brokers have access to the most relevant information tailored to their specific requirements.
#5: New Improvisations in Activity Reports
Activity Reports play a crucial role in monitoring user activities within the software. With the latest update, SIBRO introduces custom fields in Activity Reports, providing administrators with a more tailored and comprehensive reporting experience. By incorporating various data categories and creating customized activity reports, administrators can gain deeper insights and track key metrics relevant to their business needs. This enhancement enhances decision-making capabilities, empowering brokers to optimize their operations effectively.
As the insurance industry continues to evolve, staying ahead of the curve is essential for success. With SIBRO’s latest features, insurance brokers can simplify their broking experience, boost productivity, and enhance client satisfaction. From streamlining communication to improving security measures and providing comprehensive reporting capabilities, SIBRO remains the top choice for modern insurance brokers.