Rewards Management (New feature-optional)
POS Disbursement (New feature-optional)
Email Template Master (emailing in 8 new places)
Support for more languages (international; Hebrew, Thai, Indonesian) (New feature)
Print Invoice-14 templates (New feature-optional)
RFQ Improvements (add Tables) (Improvement)
Revamp of Search (Global Search) (Improvement)
More merge options for Admin (policies, insurers & insurer branches) (New feature)
Revamp Policy Import (optional auto creation of master values during import) (Improvement)
TPA Integration Improvements (auto populate member list) (Improvement)
User controlled email settings (SMTP settings to be admin controlled) (New feature)
Mobile App (Android, iPhone) (New feature)
Dropbox Integration (New feature)
Zoho Books Integration (New feature)
Master Based Premium Bifurcation (New feature. Completed-scheduled for update)
Co-insurer cases (New feature. Completed-scheduled for update)
Convert prospect 3 options via Master (international) (New feature. Completed-scheduled for update)
New feature: Add Premium for Converted Policies (Added on 27 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
New feature: Inclusion of Tax Master (Added on 27 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
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: Sibro Notify Customer feature (Added on 20 Jne 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
New feature: Rewards Management (Added on 04 April 2020)
Inclusion of rewards management feature (Optional)
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.
Bug Fix: SMS Master. (Added on 22 Jul, 2019)
Bug Fix: SMS Master..
Bug Fix: Multiple field import. (Added on 22 Jul, 2019)
Bug Fix: Multiple field import options in policy custom fields