Vivek Stanley

SIBRO Update: Handling Zero GST for Insurance Premiums

The Government of India has announced major GST changes effective September 22, 2025. Here’s how these affect your work in SIBRO and what steps you need to take.

OCR Configuration in SIBRO

For the Optical Character Recognition (OCR) feature to work seamlessly in SIBRO, there are a few key considerations. This article outlines them in detail.

Introducing OCR in SIBRO – Effortless Policy Data Entry!

Tired of manual data entry and human errors in policy processing?

Enhancing Auto Reconciliation of Pay-In with Additional Details

To streamline the invoice reconciliation process, we’ve introduced an improvement to help the operations team resolve unmatched cases more efficiently.

Transition to the New Business Statement @ SIBRO

We have phased out the old business statement and has introduced a New Business Statement.

Renewal & Business Statement API

This article is only for developers. In this post, we will explore how to get (1) renewals and (2) booked business (Business Statement) details via API.

Client Groups

Client Groups in SIBRO allow you to logically group multiple clients (business entities, subsidiaries, or related companies) under a single umbrella.

Change Client

Learn how to change the client for a specific policy in Converted or Upcoming stages without affecting other transactions. Follow simple steps to update client details seamlessly.

Cleansing Policy Custom Fields

Over time, we may have set up Policy Custom Fields incorrectly. By now, we understand the challenges caused by poorly configured Policy Custom Fields. If this is the case, let’s explore how we can systematically correct these fields and improve the overall user experience.

Cleansing Policy Master

Policy Master is the place where we can define the various product categories. If we have mistake messed it up the policy master, we can follow the following standard operating procedure

Cleansing Class of Policy Master

For insurance brokers based out of India, the class of policy master should only list the Line of Business as per IRDAI. If you by mistake messed it up the class of policy master, you can follow the following steps

Cleansing masters

Does the software's master data seem poorly planned or managed? Let’s identify ways to systematically organize and streamline our masters, ensuring smoother business operations.