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.
Essential Admin Set Up
Setting up the basics; adding our insurers, products etc.
Prospects & Leads
Add prospects, track, follow up, and convert them into business
Convert to Policy
How to book a policy in SIBRO? How to track the progress.
Client Invoicing (International)
Invoicing international customers.
Endorsements
How to manage endorsements in SIBRO?
Custom Fields
Introducing the powerful concept of customizing fields.
Pay In
Easily make SIBRO auto calculate commission receivable.
Convert to Policy (Special Cases)
Converting lead to business.
Installments (General)
Dealing scenario where policies are issued with installments.
Installments (Life)
How to manage life renewals in SIBRO and more.
Quality Check
How to implement Daily QC or Maker Checker arrangement.
Invoicing & Reconciliation (India)
Ensure commissions received.
Renewals
How to manage renewals via SIBRO and all related.
Reports
All you need to know about standard & custom reports.
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.
POSP Portal (POSP Onboarding)
How new POSP onboarding works.
POSP Portal (POSP Business Booking)
How the app works post onboarding.
POSP Portal (Insurer Integration)
Online buying journey in POSP app.
Section III: The Corporate Extras
This section explains setting up email, managing declaration policies, co-insurer policies, co-broking, RFQ, QCR, and claims handling via SIBRO.
Emailing
How to set up and manage emails via SIBRO.
Declaration
How to manage declaration policies in SIBRO.
Co Insurer Policies
How to manage co-insurer policies in SIBRO.
Co Broking
How to effectively handle co-broking in SIBRO.
RFQ & QCR
Create and share requests for quotes and QCS.
18. Claims
Intimation, track progress, follow up, document checklist, etc.
Section IV: B2C Portal
This section details the B2C Portal, including insurer integration and functionality of the client self-service portal.
B2C Portal
B2C Website - Part 1; Website development.
B2C Portal (Insurer Integration)
Part 2; Implementing online buying journey.
Client Portal
How the client self service portal works.
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.
List
How to implement list; like member list, location list, etc.
TPA Integration
Get Kit, Implement and Go Live.
EB Portal
EB Portal for members of group policies.
EB Portal (Enrollment)
Handling enrollment of new members to group policies.
HR Portal
Implement HR capabilities to client self-service portal.
Other Extras
Contact our customer service to know more about add-ons.