Feature Requests
Make suggestions that can improve your workflow and provide feedback for our product team. The more up-votes a feature request receives, the more priority it will become to SIBRO development team.
- 5Insurer wise, Product wise commissionsWe have instances in which insurers are paying less % than what IRDA recommends as the maximum. (1) Why not we modify the rewards master into Commission Master, and (2) introduce a Default Brokerag... Read more...
- 4Installment Payout TemplatesWe need an Installment Payout Master under Templates where we can define any number of Installment Payout Templates. Each Installment Payout Template will consist of 1) Template name (unique) 2) In... Read more...
- 4Employee name at followup notesAt Policies > Upcoming section, show the name of the Employee who entered the followup notes.
- 3Record Payment at InstallmentAt Installments section, we require a "Record Payment" button, that will take the user to the add premium transaction page. Pre-select the following: Step 1: Client Details, Insurance Company Nam... Read more...
- 3Add Premium Button for Converted PoliciesCurrently, there is an [Add Premium] Button for Endorsements that are Awaited, and does not have a connected premium. Now, if credit is allowed, then for such organizations, this [Add Premium] butt... Read more...
- 2Whatsapp MasterWe require a WhatsApp Master similar to Email Master where WhatsApp messages can be predefined.
- 2Grouping of ClientsCreate ability to Group a set of Clients; just like we can group Business Owners into Teams. This feature can be ON/OFF at Organization Master. If Client Groups is ON, then at Client master, we can ... Read more...
- 2Tables in RFQ TemplatesCurrently, we can only have Headings and rows in RFQ Templates. We should be able to create tables too via in RFQ Templates.
- 2Lock Policy Entry after IRDAI Return FilingOnce IRDAI Returns are filed for a quarter, do not allow entry of policies/endorsements to that quarter.
- 2Delete of Premiums for users with privilege(1) If a premium is not connected to a policy or endorsement or installment, then allow deletion of that premium via client accounts for users with Policy > Delete Privilege. (2) If a policy is c... Read more...
- 2Hide Repeating Names in ClaimsAt claims, at NAME column, we are displaying (1) Client Name, (2) Claimant Name, (3) Name of Patient and (4) TPA ID No. Please make the following changes in the display: (1) if Client Name is same ... Read more...
- 1Whatsapp Integration at Policy UpdateAdd Whatsapp Integration for Notify Customer at Policy Update
- 1Remove Disable from Client MasterRemove Disable from Client Master if the Client already has some transactions.
- 1Status required in Custom Fields MasterIntroduce a STATUS column in All 3 Custom Fields Masters, so we can see if they are Active or Not Active in a single go
- 1Insurer wise defaults in Quotation RemarksIn Quote Awaited step, we should be able to select from a list of dropdown, the default remarks for that product. That would help in retail policies.
- 1Hide Net Premium and Tax in Quote Comparison SheetAdd ability to hide Net Premium & Tax in Quote Comparison Template - because they are not relevant in retail policies
- 1During Quote Update, allow both net to gross & gross to net calculationCurrently, when Gross Premium is changed, the tax rate changes. Instead, it should change the net premium. Also, remove decimal places from Gross Premium as it is currently very hard to type.
- 1Policy to be Renewed change from YES to NOIf Policy to be Renewed is changed from YES to NO, and if its child renewal prospect has already got created, then soft delete the child renewal prospect - provided, that child prospect is still not c... Read more...
- 1Booked In wise invoicing & reconciliationIf Booked In feature is ON, Then we should get the ability to Invoice not just the Insurer, but the Booked In Agency. At Add/Edit Invoice, give a radio button to Invoice (*) Insurer (*) Booked In ... Read more...
- 1Show Client & Insurer Name during Quote UpdateDuring Quote Update, show the Client Name & insurer Name on the headings section (so user does not forget which insurer it is).
- 1TPA BranchsTPA Master should be made branch wise. Currently, if we deal with a TPA with more than 1 branch, we have to create 2 TPAs. Instead, make TPA Master Branch wise.
- 1Follow up notes are not counted in ageing claimsIn the Daily Task Progress, the Ageing Claims count should mark a claim as done, if a follow up is entered. Currently, a claim is marked as done in Daily Task Progress, only if there is a status chan... Read more...
- 1Class of Policy in Translation MasterI should be able to rename Class of Policy into Line of Business. Similarly, I should be able to rename (1) Life & (2) General into (1) Life & (2) Non-Life. Introduce provision for transla... Read more...
- 1Improve Follow ups filter in Apply Filter of Upcoming PoliciesAt Upcoming > Apply Filter > Follow Ups > Change to (1) Upcoming, (2) Due Today & (3) Overdue
- 1Policy Related Escalation Matrix RequiredIn Daily Task Progress, add Ageing Policies: 1) Policy Awaited (TAT above 5 days) 2) Outward Awaited (TAT above 5 days) 3) Dispatched (TAT above 5 days) Insert this "Ageing Policies" section be... Read more...
- 1Modifications in IRDAI ReportPlease modify the current IRDAI Report to the following:
- 1Allow Duplicate Policy NumbersCurrently system does not allow duplicate policy numbers. However, if the policy is a renewal, then we should allow the same policy number for the renewal also. Reconciliation step should be adjus... Read more...
- 1Import of Policies with InstallmentsWe need a provision to bulk import (1) Policies with Installments and then bulk import their (2) Installment Premiums. System should then produce a report of all installments that did not get paid.
- 1Tax Number at Insurer Branch MasterCurrently, if Country is not India, GST Number & TAN Numbers are hidden. Instead, show them irrespective of the country, but remove the format validations currently in place, if country is not I... Read more...
- 1Auto calculation of quotes from excel chartOn the quote comparison side, it would be helpful if the system can auto compute premium and commission once sum insured is encoded and vice versa. We will upload as an excel, all the possible combin... Read more...
- 1Available Balance Insurer Wise or Total WiseCurrently, Available Balance is Insurer Branch Wise. Give a flag at Organization Master to set Available Balance as one of (1) Insurer Branch Wise or (2) Total Wise. For countries where credit is... Read more...
- 1Multiple policies for a single payment on creditPlease add the ability to add a single payment for multiple policies that were issued on credit. Solution would be to additionally list converted policies that do not have a connected premium too; in... Read more...
- 1Viber IntegrationViber is more popular than WhatsApp in Philippines. Just like WhatsApp integration, can we have Viber Integration? We can re-use the same, whatsapp master for this.
- 1Rewards in Click & ExpandShow Rewards portion too in Click & Expand of Policies > Converted - if rewards is applicable (i.e. non zero). Currently, we only see the Brokerage Portion if available.
