SIBRO v3

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

Custom Fields

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

Claims

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

Accounts

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

TDS Reconciliation

IRDAI Compliance (Quarterly, Annual)

Reports

Client Statement

Client Follow up Log (SMS, Email, WhatsApp, Phone, Meeting, Other)

User Activity Report

Inward & Outward Documents

Business Summary (Month/Quarter/Year Wise)

Business Statement

Escalation Matrix

Daily Email Summary

Settings

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.

Why Sibro?
Simple to Use, End to End, Stay Organised, Faster TATs, Scale Better, Always Available, Automate Work, Grow Faster, Easy to On board

Get Started for Free