Exploring Sibro
01
Getting the Masters in Place
Updating Sibro insurance broker software settings, i.e., updating your branches, employees, their privileges, insurance companies, TPAs, etc., is the first step of on boarding.
Ready for Admin setup. Book Now
02
Importing Old Prospects
Transferring your old prospects (if any) to software via spreadsheet template or old policy add form is the next step. Sibro insurance broker software thus will remind you about your existing renewals.
Book a Policy Training. Click Here
03
Follow Up Renewals & Prospects
Start creating prospect follow ups and notes right from the prospect page. As Sibro insurance broker software comes with a simple CRM, it helps you perform various actions from one place.
Book a Policy Training. Click Here
04
Quotation Management
Sibro insurance broker software integrates with google drive for Quotation Management, allowing you to create highly flexible, version controlled RFQs from templates, which can be edited concurrently.
Endorsements and RFQ Training. Click Here
05
End to End Policy Control
Manage all converted policies stage by stage easily. Track and improve their TAT, and ensure the smoothest policy delivery experience with Sibro v3.
Book a Policy Training. Click Here
06
End to End Claims Control
With Sibro insurance broker software , track, follow up and proactively get your claims processed. With a few additional steps, Sibro can integrate with claim processors to automatically retrieve and update claim statuses.
Claims Management Training. Schedule Now
07
Reconciliation
The most powerful stage in Sibro insurance broker software is Reconciliation. This step ensures that if you have received the brokerage correctly. Also, it exposes mistakes that might have incurred during the data entry process.
Accounts Training. Schedule Now
08
Reports & Compliance
Sibro insurance broker software provides insights into how your business is progressing, as well as keeps the data organised for regulatory requirements.
09
Client Login
An insurance broker’s client can also login to sibro to check the status of his/her policy and documents. The broker can set up login credentials for the client.
