Documentation1

Sibro is a simple-to-use, end-to-end, insurance broking software solution trusted by hundreds of Insurance brokers.

Section I: The Essentials

We cannot proceed with SIBRO without setting up the basics; like adding our Insurers, Products and Employees.
In this section, we will focus on setting up just enough admin, so we can get started with basic policy entry.

1.1 Essential Admin Set Up

Setting up the basics; adding our insurers, products etc.

1.2 Prospects & Leads

Add prospects, track, follow up, and convert them into business

1.3 Convert to Policy

How to book a policy in SIBRO? How to track the progress.

1.4 Client Invoicing

Invoicing international customers via SIBRO and more.

1.5 Endorsements

How to effectively manage endorsements in SIBRO?

1.6 Custom Fields

Introducing the powerful concept of customizing fields.

1.7 Pay In

Easily make SIBRO auto calculate commission receivable.

1.8 Convert to Policy

Converting lead to business (special cases included).

1.9 Installments (General)

Dealing scenario where policies are issued with installments.

1.10 Installments (Life)

How to manage life renewals in SIBRO and more.

1.11 Quality Check

How to implement Daily QC or Maker Checker arrangement.

1.12 Invoicing & Reconciliation

Ensure commissions received and recorded (India).

1.13 Renewals

How to manage renewals via SIBRO and all related.

1.14 Reports

All you need to know about standard & custom reports.

1.15 Bulk Import & Update

You can easily auto calculate commission receivables.

Section II: The POSP Extras

This section covers POSP Portal functionalities: onboarding, business booking, insurer integration,
setting up hierarchy-based reports, and automating agent payout via SIBRO.

2.1 POSP Portal Onboarding

Check out how new POSP onboarding works.

2.2 POSP Business Booking

How the POSP app works post onboarding.

2.3 Insurer Integration

How online buying journey in POSP app.

2.4 Hierarchy

Setting up hierarchy based reports for POSPs.

2.5 Pay Out

Auto-calculate and reconcile agent pay outs.

2.6 Tickets

How POSPs can coordinate with Support team.

Section III: The Corporate Extras

This section explains setting up email, managing declaration policies, co-insurer policies,
RFQ, QCR, and claims handling via SIBRO.

3.1 Emailing

How to set up and manage emails via SIBRO.

3.2 Declaration

How to manage declaration policies in SIBRO.

3.3 Co Insurer Policies

How to manage co-insurer policies in SIBRO.

3.4 Co Broking

How to effectively handle co-broking in SIBRO.

3.5 RFQ & QCR

Create and share requests for quotes and QCS.

3.6 Claims

Intimation, track, follow up, etc.

Section IV: B2C Portal

This section details the B2C Portal, including insurer integration and
functionality of the client self-service portal.

Section V: The Group Extras

This section covers implementing lists such as Member List, Location List, TPA Integration,
EB Portal, and managing enrollment of new members into Group Policies.

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