How to become an insurance agent?

Selling insurance is rewarding, has an excellent growth prospect, and a great opportunity to earn unlimited income. Even if you’re already working and still want to expand your income, becoming an agent is the best

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Policy Delivery

In the previous step, we sent the policies to the customer, but we have not confirmed that the customer has received the documents. The policy delivery cycle is complete only when customer acknowledges that they

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Policy Outward

Once we have updated the policy details in the software, we need to send the policy copy to the customer, as the document is still at the broker office. Just before we send the policy

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Add Policy

Once we record the premium, Sibro will wait for the policy documents to arrive. Sometimes, you will get the policy document instantly. Some time, it may take days. When you receive the policy document, you

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Add premium transaction

Whenever we get a premium, or whenever we have to make a refund, we record it in sibro via Add Premium Transaction. To add a premium transaction, go to ‘+’ → Add Business → Premium

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Convert prospect to policy

Once you win a prospect business, that is, when you receive the premium amount from the client for a prospect, click on Convert to Policy. Policies → Upcoming → Prospect (Click & Expand) → Convert

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Mark Prospect as Lost

You may not always win a prospect business. It could be because of any reason. When you do not win a Prospect, and when you do not anymore want Sibro to remind you about the

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Follow Ups & Reminders

All the upcoming businesses or prospects are listed at Policies →Upcoming. They include new prospect businesses, market rollover business, and our own renewals. You have various views like All, Due Today, Due Tomorrow, Due this

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Adding a Prospect

A prospect is a potential business. It can be a new or a market rollover business, which we might want to attempt in future. Why add a prospect? Once you add a prospect business to

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Reports

Sibro has a growing set of reports in the software, that helps you see the status, compare performance, and drive sales. Client Accounts is like a CD statement prepared by Sibro for each client. You

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