Sibro has been catering to the needs of insurance brokers since its inception in 2014. Since then, there has been a number of exciting features that helped to make life easier for potential insurance brokers. In this article, we will see how Sibro behaves as cutting edge support to maintain an error free client-policy management process.
With Sibro, the chances of committing errors when managing policies are comparatively very less. Even though, if you commit any humankind errors such as duplication entries of policies or clients or any other wrong insertions, Sibro’s has the ability to cross-verify and take corrective measures to set them right.
Sibro’s merge clients feature will let you do that easily. You don’t have to worry if you have created duplicate clients in the system. Sibro offers the provision to merge them together via the Merge Clients option.
To merge clients, follow the below steps.
You have to click on the Settings icon on the top corner of your screen. From the menu, click on Policy → Client Master.
Now you have reached a page where you can see all your clients listed. Here, you can see a button called “Merge Clients” on the top. You can click on it.
Here you can see two entry fields such as Primary Client and Duplicate Clients.
Primary Client is a drop-down where you can select your primary client from the drop list. Duplicate Clients is a “search and find” field where you can type in the duplicate client names and select them accordingly.
When you select these primary and secondary clients, the system will show their corresponding details in a list format for you have to cross verify the details.
Now click on the Merge button and all the details from the duplicate client(s) such as their related transactions, policies, endorsements, claims, etc will be merged to the primary client.
That’s it. The old-time long list data cross-checking has become the stories of the past. Now with the help of the best insurance broker management software, Sibro, you can simply manage your clients, as well as their respective policies in a well-organized and systematic manner with the least effort and utmost precision.