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.
- 10Show CRM in all places where Business Owner is available1) Move ability to ON/OFF CRM feature (sibro_feature 20) from backend to front end (via Organization Master). 2) Currently, if CRM feature is ON, then in all places where Business Owner is listed, ... Read more...
- 10Indian numbering systemIf Country is India, show the numbering system in 00,00,00,000 format instead of 000,000,000 format.
- 10Discount fieldAdd a new sibro_feature Discount. OFF by default. If ON, then during Add/Edit Policy, we should be able to give a discount to customers. If discount provided, show that along with Policy Premium in... Read more...
- 9Claim Follow Up in Click & Expand1) Introduce Employee Name & Next follow up date in all places where there is follow up. i.e. at (1) Claim processing awaited, and (2) Query Response Awaited. 2) Then, implement the follow up m... Read more...
- 8Dispositions for Claim Follow Up NotesPROBLEM: Along with follow up, we should be able to track what is the disposition of each claim - in detail; for example: at Claim Intimated stage, is the "Surveyor Appointed", has "Surveyor Visited",... Read more...
- 7Declarations FeatureWe need a mechanism in SIBRO for managing Declarations. 1) At Settings > Policies, after Installment Payout, hava a new master item Declarations. 2) Declarations Master will be similar to Mem... Read more...
- 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...
- 2Policy Number to be a linkAt claims section, make Policy Number a link if policy document is available; that will open the document in a new tab. Also, show the policy number in small tag
- 2Changes in Display of Amounts in ClaimsAt an Approved or Settled claim, currently, we see the following: Estimate: 1234 Approved: 2345 Settled: 2345 1: However, Approved & Settled will usually be the same. So, show Approved Amount ... Read more...
- 2Convert large downloads & uploads into jobsMake all Downloads & Uploads that could go really large in nature into jobs with user specific notifications when In Progress, Completed or Failed. See the attached image of Google's Admin Side... Read more...
- 1Whatsapp Integration at Policy UpdateAdd Whatsapp Integration for Notify Customer at Policy Update
- 1Multi Currency SupportWe should be able to select currency for every transaction. It can be set as the default currency, but I should be able to change it. Also, the reports should be separate for each currency. Connected... Read more...
- 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...
- 1Renewal reminder emailin upcoming renewals, we should be able to send client email intimating renewal details with help of Renewal Reminder Template set for various policy types.
- 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 files in prospectsThe option to upload multiple Other Documents is currently available only during add policy. Please bring that in (1) upcoming step also and (2) during outward & (3) delivered steps of converted p... Read more...
- 1Merging of Insurer BranchesLike Client Merge, we require a feature to merge Insurer Branch Merging also. It should merge premiums, prospects & co-insurer branches and then deactivate the duplicate branches.
- 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.
- 1Policy ResendWe should have a button link to resend policy document to client based on last template and email used as default option with edit mode active.
- 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.
- 1Profile Picture on the top rightAll users should be able to set profile picture on the top right of the page. If profile pic is not uploaded, fall back to Letter Avatars.
- 1Previous Policy Doc in Current PolicyWe need an option to see the previous policy numbers (and link of the attachment) if available in the click & expand of a policy
- 1
- 1Dashboard ImprovementsInstead of the current summary, implement a graph based summary as shown here: https://docs.google.com/spreadsheets/d/1mXSwtw7o07JHMPlchTuG-000uGahtfz733m2aJWee7A/edit?ts=5ee20da5#gid=1285473678 Cont... Read more...
- 1Cr/Dr note should be editableCr/Dr note should be editable; currently, only Delete is available
- 1Import Premium at Installments1) At Policies > Installments, Give a new option "Import Premium" It should take the user to a new page'. 2) In that page, we will select the following: (1) Client, (2) Insurer, (3) Insurer Bran... Read more...
