Create Booked Policy (Without Prospect)
In cases where a customer walks in directly or prospecting is managed outside SIBRO, creating an Upcoming Prospect and converting it each time can be time-consuming and misaligned with the workflow.
In cases where a customer walks in directly or prospecting is managed outside SIBRO, creating an Upcoming Prospect and converting it each time can be time-consuming and misaligned with the workflow.
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.
For the Optical Character Recognition (OCR) feature to work seamlessly in SIBRO, there are a few key considerations. This article outlines them in detail.
Tired of manual data entry and human errors in policy processing?
To streamline the invoice reconciliation process, we’ve introduced an improvement to help the operations team resolve unmatched cases more efficiently.