Product Updates

Exclusive Upcomings

New categories in Email Template Master (Prospect follow-up, Claim follow-up, Query response to claim processor.)

Upcoming new enhancement.

POS Disbursement

Upcoming new feature.

Invoice templates modifications for improving customer experience

Upcoming new enhancement.

TPA Integration Improvements (auto populate member list)

Upcoming new enhancement.

Mobile App (Android, iPhone) (New features)

Upcoming new enhancement.

Dropbox Integration

Upcoming new enhancement.

Zoho Books Integration

Upcoming new enhancement.

Latest Updates

Introducing new feature in Organization Master called “Claim Executive”. (Added on 23 December, 2020)

We have introduced a new feature in the Organization Master called “Claim Executive”. By default this drop down will be disabled, when enabled, it will provide a provision to set the claim executive during intimation and inward steps. The list consists of all the employees in the organization which will be available in the Apply Filter option in Claims section.

Introducing new feature called “Discounts. (Added on 22 December, 2020)

We have introduced a new feature called “Discounts” in Business Statement Download. This feature will be OFF by default. If ON, and then during Add/Edit Policy, we should be able to give discounts to customers.

Introducing Downloads at Employee Master. (Added on 21 December, 2020)

Sibro introduces Downloads at Employee Master. Now admin user can download employee basic details until the date of his/her designation.

Introducing Custom Fields feature in Employee Master. (Added on 21 December, 2020)

We have introduced Custom Fields feature in Employee Master. From now onwards, admin can create necessary custom fields wile adding employee details into the software. You can see a ‘Custom Fields’ button just before Add Employee button at Employee Master. Similar to the Client Custom Fields, you can add Employee Custom Fields by clicking on it..

Provision to clone existing RFQ Templates. (Added on 18 December, 2020)

We have included the provision to clone existing RFQ Templates. Cloning will create a new RFQ template but with the content filled from the cloned template.

“Custom fields” are now available for the Endorsements section also. (Added on 18 December, 2020)

Please note that “Custom fields” are now available for the Endorsements section also. It will now help you to make necessary alterations/corrections and store the endorsed details as required.

Minor updations in Lost Business Report. (Added on 17 December, 2020)

Please note that now while downloading the Lost Business Report, you can also see the reason for loss data in it.

Introduced search by custom fields. (Added on 17 December, 2020)

While selecting an existing client — while adding a prospect, premium, etc — we now have added the ability to search not just by name, phone number and email address, but also by all custom fields. So, for example, you can now even search by say Vehicle Number or ID Number, and then select a client.

Introduced two additional columns called “Mandatory” and “Status”. (Added on 16 December, 2020)

Please note that we have introduced two additional columns called “Mandatory” and “Status” in Client, Policy, and Claims Custom Fields.

Introduced on screen editing for member list upload. (Added on 15 December, 2020)

We have introduced on screen editing for member list upload. You can also bulk upload member list when the list is large. You can view member lists via Reports > Member List also.

Converted Category into Master based. (Added on 15 December, 2020)

Now you can manage category settings via Settings > Policy > Policy Master > Class of Policy (button) > Category (button). The newly added category can be selected while creating a new “Class of Policy”.

Sort order of installments. (Added on 14 December, 2020)

Sort “All” tab by the order of updated at – latest on top.
Sort Due Today by the order of brokerage receivable – highest on top.
Sort Due Tomorrow by the order of brokerage receivable – highest on top.
Sort Due This Week by the order of lowest date (nearest on top) followed by brokerage receivable (highest on top).
Sort Due This Month by the order of lowest date (nearest on top) followed by brokerage receivable (highest on top).
Sort Overdue by the order of highest date (nearest on top) followed by brokerage receivable (highest on top).
Sort Paid by the order of updated at (i.e. last recorded payment should come on the top)”.

Renamed the Rewards Master into Commission Master and made it available full time. (Added on 14 December, 2020)

We have renamed the Rewards Master into Commission Master and made it available full time. Also, we have introduced a new field named Default Brokerage Percentage just before the Default Rewards Percentage.
Note: If bifurcations are enabled, then bifurcation wise Default Brokerage Percentage will be now available instead of a single input box

Introduced a new provision called “Stop Follow Up”. (Added on 11 December, 2020)

If a claim is Settled, Repudiated or Closed, we have introduced a new provision called “Stop Follow Up”. This will help the user to clear the next follow up date of a claim.

Rename ‘RFQ Template Master’ to ‘RFQ Master. (Added on 10 December, 2020)

In order to avoid confusion, we have included some visual separation to the name of the template. n Also in Template Master and Add New RFQ step, when Add More is clicked, we have set the toggle or checkbox default status as ON.

Introduced a way to capture premiums if a policy or endorsement has more than one payment. (Added on 10 December, 2020)

We have introduced a way to capture premiums if a policy or endorsement has more than one payment. At the converted page, now you can see the total amount and number of payments as a label followed by a “+” symbol to add more payments.
The popover will show all the available premium transactions of the prospect (i.e. amount, payment instrument). By clicking the plus button, you will be navigated to the “Add Premium Transaction” page where you can record your transactions accordingly.
Also please note that the plus button won’t show up for policies or endorsements where there are no connected premiums. Instead, it will be the “Add Premium” button.

Installments will be displayed at “Home” based on both its follow up date or policy start date. (Added on 09 December, 2020)

From now onwards, Installments will be displayed at the “Home” page based on both its follow up date or its policy start date.

Improvements in Invoice format. (Added on 08 December, 2020)

Minor improvements has been done. Now the decimals and other points display are much simple and user friendly.

Improvements in Invoice format. (Added on 08 December, 2020)

Minor improvements has been done. Now the decimals and other points display are much simple and user friendly.

Updations in the Policies. (Added on 08 December, 2020)

We have included the “Gross Premium” as a new column in the Policies > Converted Excel Download. Also we have We have divided the Policies-Upcoming into two sections-Fresh and Renewals. Fresh section will display New and Rollover business recorded in the software. Renewals section shows all the upcoming renewals.

Minor updations in adding a prospect. (Added on 07 December, 2020)

While adding a prospect, if the type of business selected is Rollover or Renew, now the system will ask for two more fields such as “Previous Insurer Name” and “Previous Insurer Branch”.

Ability to Connect Emails via SMTP. (Added on 07 December, 2020)

We have removed the current Google Drive integration. A new tab has been introduced for emails, where AWS can be turned OFF and SMTP can be turned ON. When SMTP is ON, all the emails of the employees will be listed with the provision to update their SMTP credentials. If SMTP is added, then such emails will go via SMTP and it doesn’t require bcc.

Member List Improvements. (Added on 07 December, 2020)

We have added a new programmed variable called Employee Number. Also done some visual separations in field type master dropdown options for enhancing user experience.

Changed the login place holder from “Username/Email” to “Username” only. (Added on 04 December, 2020)

As users cannot login with email, we have changed the login place holder from “Username/Email” to “Username” only. This change has been implemented in Reset password page also.

New minor update in “Disable” button functionality in Master. (Added on 04 December, 2020)

From now onwards, the Disable button will only display in the Master if the corresponding data are not in use in other areas of the software.

Updations in Accounts-Invoices. (Added on 04 December, 2020)

In Accounts-Invoices, if the Country selected is not India and the insurer invoice is ON, from now onwards, the software will load GST or its equivalent tax name.

New minor update in “Disable” button functionality in Master. (Added on 03 December, 2020)

From now onwards, the Disable button will only display in the Master if the corresponding data are not in use in other areas of the software.

Updated the email search functionality. (Added on 03 December, 2020)

The email search functionality has been updated. Now it you give you much more precise and distinct search results for your inputs.

Introduced a new feature called “Policy number unique”. (Added on 26 November, 2020)

We have introduced a new feature called “Policy number unique”. By default, this will be enabled so that no same policy number should be allowed for multiple clients.

Introduced new variable types at the member list template master. (Added on 20 November, 2020)

We have introduced the following new variable types at the member list template master.
The newly added variables are as follows:-
TPA ID No., Claimant Name, Name of Member, Contact Number, Email Id, Relation with Claimant (Restricted to: Self, Spouse, Children, Parents, Others), Age of Member, Gender (Restricted to: Male, Female), {{All Claim Custom Fields}}, Date of Birth and Health Card Attachment.
In the Add Claim pages, the user can modify their member list templates to have variables made from the above new types too.

Payment improvements. (Added on 18 November, 2020)

On the Add Premium Transactions page, while clicking the add prospects button for adding multiple prospects, from now onwards, the serial number will be displayed to the left of the policy name drop down.

To enhance the user experience, we have now combined the select client and add new client feature. (Added on 12 November, 2020)

To enhance the user experience, we have now combined the select client and add new client feature.

Introduced a new mechanism for managing declaration policies. (Added on 12 November, 2020)

Sibro introduced a new mechanism for managing declaration policies. To access this feature, please follow the below steps.
Step 1: Go to Settings → Templates. Here just after the Installment Payout, we have a new master called Declarations. Declarations Master will be similar to the Member List master; where we can Add Variables and Add Templates.
Step 2: Click on Add Variables. All default declaration variables will be listed here. Click on the Add Variables button.
Step 3: A pop up will be displayed where you can add a new declaration variable. Select the field type from the drop-down and click “Add Variables”.
This will be reflected in the Settings → Policy → Policy Master. While adding a new policy, you can see a new checkbox called “Declarations” just after ‘Upload Member List’. You can check the checkbox and select the desired declaration template from the drop-down.
When we add/edit a policy with the Declaration enabled, the system will automatically create a declaration table with Sl. No, Month, Period from, Period to, and Template variables. The “Period from” and “Period to” will be auto-created from Policy Start Date and Policy End Date and the rest accordingly.
You can see a sub-menu under the Policies a “Declarations” where all the pending declaration will be listed here. This sub-menu will only show up only if there is at least one declaration policy available. Otherwise, the menu will be hidden. The listings are tab based and are classified as Due, Overdue, Declared, and All. The Due and Overdue will depend on whether the Period to is in future or past and is not declared. You can also click and expand on the corresponding row to do any edits..

Client Master Sorting. (Added on 29 October, 2020)

In order to identify and merge duplicate clients, we have started sorting the Client Master by the order of client names instead of client id.

Updated the member list inputs. (Added on 29 October, 2020)

We have updated the member list inputs in such a way that if the data type of a member list variable is a date, then you will have a date picker and if the type is restricted values, then there will be a drop down with the corresponding restricted values during on screen entry.

Introduced an option to add new contact persons to the list dynamically before sending the email. (Added on 12 October, 2020)

We have introduced an option to add new contact persons to the list dynamically before sending the email. Now all the insurers and branches will be listed irrespective of whether they have contact person or not.

Introduced a provision to filter policies by payment status at Policies. (Added on 08 October, 2020)

At Organization Master, if Issue Policy on Credit is enabled, then we have introduced a provision to filter policies by payment status at Policies > Converted > Apply Filter.

Introduced an additional option for Policy Custom Fields called Prefix to Remarks. (Added on 06 October, 2020)

We have introduced an additional option for Policy Custom Fields called Prefix to Remarks: Yes/No. By default, it will be set as No.
When changed to Yes, then those policy custom fields will show up at Upcoming section, above the Remarks section. Remarks will then become a small tag and the custom field will be on normal fonts. If No custom fields are to be shown, Remarks will be displayed in normal font size.

Included “Employee Name” and “Next follow-up Date” in all places where there is follow up. (Added on 01 October, 2020)

We have included “Employee Name” and “Next follow-up Date” in all places where there is follow up. That is, at Claim Processing Awaited and Query Response Awaited. We have implemented the follow-up mechanism for claims also. Now irrespective of the claim status, at click and expand, the user will have to record the follow-up notes and updates. Also the claims will be listed under the tabs such as All, Due Today, Due Tomorrow, Due In 7 Days and Overdue with respect to their next follow up date.

Introduced an additional option named Scheme (with Linked and Non Linked options). (Added on 26 September, 2020)

We have introduced an additional option named Scheme (with Linked and Non Linked options) at Policy Master. The selection of Scheme is not mandatory. If the country is not India, then Scheme should not be asked. This is mainly for IRDA Reports where we need to report if a life policy is Linked or Non Linked.

Updation in Default Tax Percentage and Default Brokerage. (Added on 25 September, 2020)

To make Policy Master more easy to understand, if at least one bifurcation is enabled, then the Default Tax Percentage and Default Brokerage Percentage will be made hidden. Also, if there is one single bifurcation is enabled, then the Save/Update button will be disabled as default. They can also be enabled when multiple bifurcations are added.

Introduced “Edit” option for already reconciled invoices. (Added on 21 September, 2020)

We have introduced edit option for already reconciled invoices. However, you are only allowed to edit of everything after TDS, the rest of the details on the top should remain as read only.

Add Premium Transactions page will have a new payment option. (Added on 17 September, 2020)

From now onwards, the “Mode of Premium” drop down in the “Add Premium Transactions” page will have a new payment option as either Withholding Tax or TDS or whatever the name at tax master is.

Visual improvements in Click and Expand and Menus. (Added on 14 September, 2020)

New visual improvements in Click and Expand and in Menus have been implemented for enhancing user experience.

Introduced follow up mechanism for Converted Policies and Endorsements. (Added on 10 September, 2020)

We have introduced follow up mechanism for converted policies and endorsements also. Now you can see the past follow up notes and add new ones if needed. There won’t be any next follow up date time as we are referring to the converted policies and endorsements.

Introducing Auto Generate Endorsement Number in the Organization Master (Optional). (Added on 08 September, 2020)

We have included a new drop-down called Auto Generate Endorsement Number in the Organization Master. Once enabled, when an endorsement comes, the system will auto-suggest an endorsement number. The format of the endorsement number will be “Policy Number-n” (where n = 1,2,3,4… etc.)
For example, if the policy number is OIC/548/2020/09/000048, then the first endorsement number will be suggested as OIC/548/2020/09/000048-1 and the second endorsement will be suggested as OIC/548/2020/09/000048-2, and so on.

Introducing Paid and Due Installments. (Added on 28 August, 2020)

This is a new feature for defining a clear separation between the Due and Paid Installments in the Policies section. Now installments will only display when the PREMIUM is NOT PAID for the respective tabs such as Due Today, Due Tomorrow, Due This Week, Due This Month, and Overdue. Also we have introduced a new tab Paid just after the Overdue tab for showing Installments only where the PREMIUM is PAID.

Email Master Enhancements: Inclusion of Net Premium and Gross Premium as Email Variables. (Added on 20 August, 2020)

We have included two new variables to Email Master named Gross Premium and Net Premium. Now while drafting the email for sending the policy document to client, Sibro user will also have the provision to add Net Premium and Gross Premium variables in the email content.

Tax Enhancements: Ability to set product specific default tax rates. (Added on 12 August, 2020)

Till recently, default tax rates were loaded from the master. From now on, it is possible to set product specific tax rates via Policy Master. A new mandatory field called Default {{Tax}} % has been included in the Add Policy form. The value entered here will be taken as the default tax rate for that policy.

New Feature: Member List Templates (Added on 27 July 2020)

Sibro already had a feature to upload member list. However, the member list templates were predefined. From now on, member lists templates are customizable. You can create as many member list templates as you want. Read more

New Feature: Add Premium for Converted Policies (Added on 18 July 2020)

This update is relevant for brokers & agents who allow the purchase of insurance policies on credit. From now onwards, if the credit option is enabled, and if the payment is pending, an Add Premium button will be displayed on the policy row. When payment is received for a policy, click on the respective Add Premium button and record the premium. Read more

RFQ Enhancements: Added excel preview for RFQs . (Added on 15 July 2020)

Now we it is possible to preview RFQ in both PDF and excel files.

New Feature: Inclusion of Tax Master (Added on 12 July 2020)

Sibro introduces a new feature called Tax Master that helps us manage different tax rules of different countries effortlessly. The process is quite simple.
Previously GST & TDS were the default tax names. If it had to be changed to VAT or Service Tax or Withholding tax, and if you had to edit it, you should have done it via Translations. But from now on, with Tax Master, you can more effortlessly set up your desired tax names, and its corresponding rates. Read more

Policy Merging. (Added on 06 July 2020)

Sibro offers the provision to merge them together via the Merge Clients option.. Read more

Advanced search option in Email Templates-Revamp of Search (Global Search) (Added on 03 July 2020)

Now we are able to search emails by To & Cc. Also now we have the provision to define custom email IDs in email template CC; this is in addition to option to set client email address.

New feature: Sibro Notify Customer feature (Added on 20 June 2020)

The Notify Customer feature will enable the claim staffs to notify their customers via email and WhatsApp right from the software itself. So, when a query comes, while the staff updates the software, he/she can also email and WhatsApp the customer that his/her claim is queried and the shortfall document needed to be submitted to take the claim process further. The software also automatically logs the communication respectively. Read more

New feature: Claim Custom Fields (Added on 18 April 2020)

Inclusion of claim custom fields will help the Sibro users to include customized fields while dealing with their claim entries. An Add Custom Field button has been placed in the top corner. On click you can see all the claim custom field details with their respective Position Number, Field Name and Field Type.

New feature: Rewards Master (New feature-optional) (Added on 04 April 2020)

Rewards management feature will help the Sibro users to record certain monetary benefits the brokers enjoys apart from the brokerage commission within the software.

New feature: Auto Reconciliation (Added on 21 March 2020)

Now the user will have the option to download a sample excel sheet by clicking on the Download Sample Excel button. Open the excel after downloading and you can see two sections and as Policy Endorsement Number and Brokerage Receivable. Enter the data received from the insurer and save the excel file. Now click on the Upload Excel File button and upload the corresponding excel file and click Next. You will get a toast that says “Auto-reconciliation is Successful”. If there are any irregularities, the system will display the details as an alert message. If there is any mismatch in the amount raised, you can issue a debit note so that the amount can be settled later.

New feature: Co-insurer Cases (Added on 07 March 2020)

New Feature: Co-insurer cases
Improvements: Convert prospect; with 3 workflows (for international)

New feature: Master Based Premium Bifurcation (Added on 22 February 2020)

Here we can define the various bifurcations of a policy. This is an optional master; where you need this only if you have different types of policy components.

New feature: Support for Multiple Languages (Added on 22 February 2020)

New Feature: Support for more languages (international; Hebrew, Thai, Indonesian)

UI Improvements (Added on 08 February 2020)

UI improvements on Reason for Loss Master and improvements on Daily Email Summary.

Improvements: PDF Theme Customization (Added on 25 January 2020)

Improvements: PDF Theme Customization
Bug Fix: Mail listing issue for the privilege cases

New Feature: International Tweaks (Added on 11 January 2020)

New Feature: International Tweaks (Select Timezone, Currency, Financial Year Start Month)
Bug Fix: Modal window close on click outside disabled

Improvement: Policy Data Import (Added on 14 December 2020)

Improvement: Policy Data Import Improved
Improvement: Added Insurer filter at Upcoming Policies

New feature: Balance Due Report (Added on 30 November 2020)

New feature: New Report: Balance Due Report (optional, only when credit allowed)
New feature: Custom Fields (Client, Policy)

New Improvement (Added on 16 Nov, 2019)

Improvement: Changed all pages & reports to list policies by IRDAI Business Date wise

New feature: Customize Theme (Added on 2 Nov, 2019)

New feature: Customize Theme, PDF revamp
Improvement: Set Policy to be renewed default at Policy Master

New feature: Booked In (Added on 19 Oct, 2019)

New feature: Booked In (optional) – masters, add/edit policy, filters

Improvements: Major Migration (Added on 12 Oct, 2019)

Improvements: Major Migration → moved to highly available, replicated cloud environment

Improvements: All Masters (Added on 05 Oct, 2019)

Improvements: All masters (except RFQ) changed to click & expand, and modal windows
Bug fix: Reworked write off logic at Accounts

Improvements: More Privileges Controls (Added on 21 Sept, 2019)

Improvements: More privileges controls added to Employee Master
Bug Fixes:Changes in Home > Pending Tasks listing

Improvements: Premium Register (Added on 7 Sept, 2019)

Improvements: Premium Register improvements
Improvements: Accounts related minor improvements

Improvements (Added on 24 Aug, 2019)

Improvement: Credit Note, Debit Note and Net Premium added to Invoice with statement Download.
Improvement: Added Client Attachments, and Other Attachments
New Feature: Added Client Credit (for International Customers)

New Feature: Member Business Summary (Added on 10 Aug, 2019)

New Report: Member Business Summary added
Improvement: Added Due Today, Due Tomorrow, Due This Week, etc to Installments

New Feature: Added new drop down ‘Policy to be renewed’ (Added on 22 Jul, 2019)

New Feature: Added new drop down ‘Policy to be renewed’ at Policy master; this will be the default renewal condition during Policy Add.

Bug fix: Creation of New RFQ (Updated on 30 Jul, 2019)

Error at creation of new RFQ from Policies → Upcoming; Fixed

New feature: Organisation Master (Added on 25 Jul, 2019)

Organisation Master Added. Set organisation name, logo and default email footer here. Email footer has variables Employee Name, Designation and Branch.
Improvement: Write Off Logic at Accounts Module has been updated to accommodate certain use cases.

New update: Default Renewal Condition (Added on 28 Jul, 2019)

Added new drop down Policy to be renewed at Policy master. Now this will be the default renewal condition during policy addition.

New update: Translation (Added on 22 Jul, 2019)

New Feature: Translation. Support for more languages (international; Hebrew, Thai, Indonesian etc.)

Bug Fixes: Multiple field import. (Added on 22 Jul, 2019)

Fixed issues with multiple field import options in policy custom fields.