As an aggressive insurance broker, managing client meetings, prospective customers, and policies, reviewing claims, and discussing work with employees, project stakeholders, and other insurance professionals/executives are all part of a typical day’s work. However, arranging meetings or review sessions requires a considerable amount of preparation time to organize numbers and graphs in a presentable manner. Therefore, it is important to have a reliable insurance broker management system that can generate high-quality reports instantly.
Sibro’s reporting module is the top insurance broker software that presents all the necessary information in a standard reporting format. The best aspect of this module is its simplicity, straightforwardness, and structured approach.
So, let’s see what’s In the shelf!
Sibro offers an extensive set of reports that helps you see the status, compare performance, and drive sales on a regular basis.
Sibro insurance broking software provides a range of built-in reports designed to facilitate action and enable you to track status, compare performance, and boost sales. Within the client account reports, you can easily view your customers’ CD balances, including payments, refunds, policies, endorsements, and their CD account balances. You also have the option to select data on clients, insurers, brokerage summaries, and claim analyses, among others. Furthermore, you can download every IRDA statement directly to your local folder, and easily review the premiums received from your clients using the Premium Register.
If you want to know which businesses were lost and why, the Lost Business Report can provide this information. All activities related to the software will be recorded within Sibro insurance broking software, allowing you to monitor employee engagement with the software. Additionally, you can create your own custom reports to facilitate your data analysis.
This report will help you to analyze the payments, refunds, policies & endorsements, and the CD Account balance that happened on different dates between a client and an insurer.
This report gives you the statements required for easy filing of IRDAI Compliance. They include both monthly and quarterly reports.
Being one of the best insurance broker software, Sibro gives a report statement of all the receipts and payments that your business has dealt with within a particular period of time.
This report is a comprehensive statement of all the business done. It can be filtered by Month, Quarter, Year, etc depending on the user requirements.
Lost Business Report
Here we can see the list of businesses that we lost and the reason why we lost them. This report can be used as working too for future business conversions. Also while you sit in circles for planning and forecasting the upcoming year’s business, this report will be a handy tool for analyzing the conversion rates and profit to loss margins.
Login User Report
Sibro will generate a log of the logins, as well as the log of the emails and SMSs sent from Sibro.
Member Business Summary Report
This is a performance analysis report that gives the month-wise comparison of how each member and the corresponding team is progressing through their work schedule.
Month Wise Business Report
This is another powerful business report that gives you the month-wise summary of various stakeholders; i.e. Insurers, Branches, Business Owners, Clients, Policies & Class of Policies.
Documents IN-OUT Report
Sibro will generate a log of the inward and outward documents that have been passed through the software.
These are only the most broker influenced reports that Sibro offers. Apart from these, there are other report variants also like Claim Acknowledgement Report, Member Lists, etc. So, if you have the assistance of these reports, think how productive your meetings and reviews will be? You could change the conduit of your entire business progression and move forward with a tactical and strategic approach for better productivity and client satisfaction.