Auto-fill insurer proposal forms from SIBRO

When an insurer asks for a PDF proposal form, SIBRO can fill it with the customer and policy details you’ve already entered. An administrator sets up the insurer’s fillable PDF once. Your team can then reuse the template for matching prospects, review the draft, and download the completed form to share with the insurer.

Create a proposal from an upcoming policy

1. Go to Policies → Upcoming, find the prospect, and expand its details.
2. Click Create Proposal and choose a template. SIBRO fills the mapped fields with the information available for that prospect.
3. Review the draft PDF. Correct any values and complete any missing fields.
4. Save the proposal and click Download. SIBRO also adds the saved PDF to the prospect’s Proposal Attachment section.

You can reopen the saved proposal to edit or download it. To run autofill again, click Restart Scan and review the new draft before sharing it.

If Create Proposal is missing, ask your administrator to check whether a template is linked to the prospect’s insurer and policy.

Set up a reusable proposal template

Prepare the insurer’s PDF

If the insurer’s PDF already has fillable fields, check that the fields you want SIBRO to populate have clear names. If the PDF is static, use a PDF editor to add interactive form fields. Give them descriptive names such as Full Name or Policy Number so they’re easy to identify when you configure the template.

Add the template in SIBRO

1. Go to Settings → Templates → Proposal and click Add Proposal Template.
2. Give the template a descriptive name and select the insurers and policies it applies to. A template can apply to more than one policy.
3. Upload the fillable PDF and click Scan to detect its form fields.
4. Choose how SIBRO should fill each field, then save the template.

Choose how each field is filled

• Copy a value from SIBRO. With Use AI Prompt off, use the Autofill dropdown to select a standard or custom field. For example, map the PDF’s Full Name field to the customer name in SIBRO.
• Enter a fixed value. Choose Custom Value in the Autofill dropdown when the same answer should appear on every proposal, such as your brokerage’s name.
• Fill a field based on a rule. Turn on Use AI Prompt and type @ to insert a SIBRO field. For example, for a Single checkbox, use the prompt If @[Marital Status] is equal to Single, return Yes. Else, return Null. This example requires a Marital Status custom field in the Policy Master.

AI credits

Generating a proposal with AI prompts costs ₹1 per proposal document. Make sure you have enough AI credits before using a template that contains AI prompts.