Record, Track, Manage and Accomplish your Insurance Broking Goals with Sibro Prospects Management Feature

December 31, 2020 in Sibro



Record, Track, Manage and Accomplish your Insurance Broking Goals with Sibro Prospects Management Feature

No digital transformation and its expedition in insurance broking are complete without the inclusion of an IRDAI compliant broker software in your insurance broking business. If you have one of the best insurance broker management software that offers the ability to record, track, and manage your business prospects, then you can drive significant improvements in terms of cost efficiency and productivity. This article explains Sibro’s prospects management feature and its implication to the insurance broking business.

Why add a prospect to Sibro?

The reason is quite simple. Once you add a new prospect business to Sibro, you need not have to worry about recalling the future business of that prospect. Sibro will remind you of the exact predefined reminder date and keep you posted about the upcoming renewals, thus Sibro won’t let you miss the business.

If you add a prospect to the software, you can create and track follow-ups. You will also have the provision to create and send RFQs, prepare quote comparison sheets, and a lot more, all from a single platform – Sibro. That’s how you make sure all your business engagements are managed in an organized and systematic manner. Thus everybody in your team will be able to track the same. Once you win the business, you can convert this prospect into a policy with a single click. That time, you do not have to fill in all the details again, because Sibro will automatically fetch most of the details we have already added in the prospect.

When to add a new prospect to Sibro?

You can add a new prospect into Sibro in two scenarios.

  • When an entirely new customer buys a new policy
  • When an existing customer buys a new policy

How to add a new prospect if the client is entirely new?

Click on Add (+) → Prospect → Add New Client. A new page named Add Prospective Business will be displayed with two sections such as Client Details and Business Details. Now you have to enter all the necessary client information in the Client Details section. This includes your name, address, GST Number, PAN Number, contact details, etc. Click Next to continue. When you click on the Next button, the system will automatically save this client. Now you can see the Business Details section. This includes the business owner, percentage of ownership, insured name, insured address, type of business, premium size, etc. Click Add More if you want to add multiple policies to one client. Click Save to add this new prospect into the Sibro. Now you can see the newly created prospect under the Upcoming section under the Policies menu.

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How to add an existing client as a new prospect?

Click on Add (+) → Prospect. A new page named Add Prospective Business will be displayed with two sections such as Client Details and Business Details. Select your client name from the drop-down. All corresponding client details will be filled automatically in the respective fields. You can cross check all the details edit those details if needed by clicking the Edit option. Click Next to proceed. Now you can see the Business Details section. Enter the policy name and related details here. Click Add More if you want to add multiple policies to one client. Click Save to add this new prospect into the Sibro. Now you can see the newly created prospect under the Upcoming section under the Policies menu.

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