Work smarter. Act faster. Scale better.
SIBRO helps you simplify and automate your entire operations, so you can do more with less time and resources. SIBRO is end to end
Prospects & Renewals
Reminders for prospects & renewals
Track follow ups
Draft RFQs in Click of a Button (i.e. Request for Quotes / Quote Slips)
Bulk email RFQs to Insurers
Create Quote Comparison Sheets
Policies & Endorsements
Track Policy & Endorsement Status (i.e. Payment Received, Policy Document Received, Document Sent to Client, Document Received by Client)
Filter by Age & TAT
Instalment Follow up (Monthly, Quarterly, Half Yearly and Annual Premiums)
SMS, Email & WhatsApp Clients
Track Claim Status (i.e. Claim Intimation, Receive Documents, Sent to Claim Processor, Approved, Settled, Repudiated, Query Response Awaited, Closed)
Follow up Clients & Claim Processors via Email, WhatsApp & SMS
Find and act on Ageing Claims
Find Uninvoiced businesses and follow up insurers
Create Invoices and send to Insurance companies
Track invoice payment status
Auto reconcile business statement and expose mistakes in commission statement
IRDAI Compliance (Quarterly, Annual)
Client Follow up Log (SMS, Email, WhatsApp, Phone, Meeting, Other)
User Activity Report
Inward & Outward Documents
Business Summary (Month/Quarter/Year Wise)
Daily Email Summary
Set Employee Privileges
Define Custom Fields for Clients, Policies, and Claims
Define Email, SMS & WhatsApp templates.
Define RFQ Templates.
Set Masters & Defaults
Merge Duplicate Clients, Insurers, Policies seamlessly; good to clean up imported data.