Section I The Essentials

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.