Faster renewal quotations with prefilled details
Renewal quotations often begin with information SIBRO already knows. Re-entering the customer, risk and expiring-policy details slows down a time-sensitive process.
WHAT IS ROLLING OUT
Renewal quotation flows that prefill relevant information from the expiring policy while allowing the user to review and change it before sending a request.
WHY IT HELPS
Teams start with better context, reduce repetitive typing and are less likely to omit an important detail. The existing policy remains the reference, while the renewal case records the new request, quote and decision.
STATUS
Rolling out progressively. Available fields depend on the policy type and the information recorded in the previous policy.