All-in-One Insurance Software

Streamline, Accelerate, and Scale Your Business with Ease.

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Edachira, Kakkanad, Kerala
support@sibro.xyz
+91 9995376400
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Documentation

Sibro is a simple-to-use, end-to-end, insurance broking software solution trusted by hundreds of Insurance brokers.

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.

Setting up the basics; adding our insurers, products etc.

Add prospects, track, follow up, and convert them into business

How to book a policy in SIBRO? How to track the progress.

Invoicing international customers.

How to manage endorsements in SIBRO?

Introducing the powerful concept of customizing fields.

Easily make SIBRO auto calculate commission receivable.

Converting lead to business.

Dealing scenario where policies are issued with installments.

How to manage life renewals in SIBRO and more.

How to implement Daily QC or Maker Checker arrangement.

Ensure commissions received.

How to manage renewals via SIBRO and all related.

All you need to know about standard & custom reports.

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.

How new POSP onboarding works.

How the app works post onboarding.

Online buying journey in POSP app.

Setting up hierarchy based reports for POSPs.

How to auto calculate, process and reconcile agent pay outs.

How POSPs can coordinate with Support team for requirements.

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.

How to set up and manage emails via SIBRO.

How to manage declaration policies in SIBRO.

How to manage co-insurer policies in SIBRO.

How to effectively handle co-broking in SIBRO.

Create and share requests for quotes and QCS.

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 Website - Part 1; Website development.

Part 2; Implementing online buying journey.

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.

How to implement list; like member list, location list, etc.

Get Kit, Implement and Go Live.

EB Portal for members of group policies.

Handling enrollment of new members to group policies.

Implement HR capabilities to client self-service portal.

Contact our customer service to know more about add-ons.

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