Policies & Endorsements
Sibro helps you track the status of your policies & endorsements; like premium received, document received, sent to client, received by client etc. It also tracks the process TAT, and escalates ageing policies.
Track Policy & Endorsement Status
Track by Document Received? Sent to Client? Delivered?
Filter by Age & TAT
Follow Up instalments; monthly, quarterly, annual, etc
Enable 'Client Login' and so clients can download policies and more
Get the status of your policies and endorsements on the fly; be it mobile, tablet or PC.
Define custom drop downs & text boxes; which are searchable, downloadable, and reusable.
Email & WhatsApp
Email & WhatsApp policy documents to customers right from the system.
Out powerful Search & Filter mechanism helps you find & drill down data by any parameters.
Expose mistakes in commission and policy data. Find who did what via policy edit history.
Invite clients to login and download policy documents, see claims status, and more.