Getting the Masters in Place
Updating Sibro settings, i.e., updating your branches, employees, their privileges, insurance companies, TPAs, etc., is the first step of on boarding.
Importing Old Prospects
Transferring your old prospects (if any) to software via spreadsheet template or old policy add form is the next step. Sibro thus will remind you about your existing renewals.
Follow Up Renewals & Prospects
Start creating prospect follow ups and notes right from the prospect page. As Sibro comes with a simple CRM, it helps you perform various actions from one place.
Sibro integrates with google drive for Quotation Management, allowing you to create highly flexible, version controlled RFQs from templates, which can be edited concurrently.
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.
End to End Claims Control
With Sibro, 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.
The most powerful stage in Sibro 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.
Reports & Compliance
Sibro provides insights into how your business is progressing, as well as keeps the data organised for regulatory requirements.
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.