Sibro Training Academy

Sibro is made for Insurance Brokers, Insurance Agents, and Corporate Agents. Sibro helps you manage prospects & renewals, Draft RFQs & Quote Comparisons, Track Policies & Claims, Invoicing, Reconciliation, Reports, Compliance, and many more. It does all these in a simplified and easy to use manner.

For Simplicity, ease of customization, integration options and cost. Sibro is one of the simplest broking softwares out in the market. And is constantly improving; we listen to your feedback, and decide how to improve further. We are also not resistant to customization; there are more than 23 exclusive features already built on top of Sibro for various brokers.

1: Monthly Subscriptions (Cloud Hosting); ideal for small teams of up to 30 users.
2: Monthly Subscriptions (On Premise / Own Cloud Hosting); ideal for teams with more than 30 users
3: Upfront purchase (On Premise / Own Cloud Hosting); ideal for more than 100 users

Yes, we allow discounts if you opt for annual commitment; that is, if you pay for the entire year in the beginning. You will get 16.66% discount or 2 month equivalent for 1 year commitment, and 25% discount or 6 month equivalent for 2 year commitment.

Click on Policies - select Converted -click on From Account Balance - Select Add Endorsement -search and select client - select the policy - enter the remaining details - while entering the endorsement number enter CANCEL at the end. Make sure you enter gross premium as the negative figure of gross premium that you entered while adding the policy details. Once after entering all the required details click on Save.

You will get a pop up to add another endorsement - Click on NO.

Now go to Reports - select Client Account - search for the client - select the client - you will be able to see all the details like Date, Policy Name, Description, policy premium CD Account Balance,. etc. with the endorsement premium that we have entered. 

Go back to Policies - Converted - search and select the client - (now you will be able to find Add Refund under premium paid for the endorsement that you have entered.) Click on Add Refund. You will be redirected to Add Premium Transactions page where you can enter the Refund details. Once after updating the refund transaction details click on Save.

Now once you go back to Reports - Client Account - Search and select the client - you can see the updated Premium refund details.

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Lets how to delete a policy in Sibro.

Go to - Policies - Click on Converted - select the policy click and expand - you will find Delete this Policy Entry icon click on it, u will get a pop up enter your Sibro user ID password click on Delete your policy will be deleted.

Please note that u can delete policies with Policy Awaited status only, in polices with Delivered, Dispatched or Outward awaited status you will not be able to find the Delete this Policy icon.

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Lets how to follow up in Sibro.

You can mark your follow up notes in Policies - Upcoming. Converted, Installments and in Claim also you can record your follow up notes.

And you can set your next follow up date in Policies - Upcoming, Installments and in Claims(All).

For example you can go to Policies - Upcoming - Select your prospect - click and expand. You can find Followup Note option where you can enter the follow up updates or remarks.
Once after entering the Followup Notes below you can see the Next followup Date option where you can set your next follow up date and time. Once after updating the follow up date and time click on Add Followup button to save your added follow up notes and to set the next follow up date and time.

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