Built through continuous improvement
SIBRO already covers the standard workflows insurance brokers expect, based on years of product development and customer feedback.
SIBRO implementation
From setup to confident daily use in 15–20 days.
We set up SIBRO with real data and guide your team through one focused online session at a time. Your people learn the system while shaping it around the way they work.
A practical path to go-live
- 01AlignConfirm team, data and priorities
- 02ConfigureSet up SIBRO with real workflows
- 03Learn by doingOne focused session each day
- 04Go liveStart using the core system in 15–20 days
- 05Settle inKeep improving over the next 3–4 months
The starting point
We understand your business before implementation begins.
We discuss your team and workflows before you buy SIBRO. Implementation is the hands-on stage: setting up the system, training users and moving real work into it.
Proven in everyday work
SIBRO has been shaped by different branches, teams, products and ways of working—not by one firm alone.
Configured without starting over
Most changes can be made through SIBRO’s own settings, allowing the broker to configure and later adjust the platform without rebuilding the product.
The 15-session plan
Learn SIBRO one workflow at a time.
We normally meet online for about an hour, ideally at the same time each working day. If your team needs time to practise, we can leave a short gap between sessions.
- 01
Essential Admin
Branches, users, roles, access and basic masters.
- 02
Upcoming Policies
Prospects, renewals, follow-ups and pending work.
- 03
Converted Policies
Policy booking, issuance, documents and delivery.
- 04
Pay-in Rules
Set up supported brokerage and pay-in calculations.
- 05
OCR & AI Prompts
Read policy documents and review extracted information.
- 06
Endorsements
Record policy changes and track servicing work.
- 07
Instalments
Manage instalment-based life insurance policies.
- 08
Invoicing & Reconciliation
Create invoices, match statements and find differences.
- 09
Pay-out Auto Calculation
Configure automatic partner pay-outs where applicable.
- 10
Pay-out Processing
Review and process partner pay-outs where applicable.
- 11
Emailing
Send and track supported email communication.
- 12
Claims
Track claims, responsibilities, stages and follow-ups.
- 13
Declarations
Manage declaration workflows where applicable.
- 14
RFQ & Quote Comparison
Request quotes and prepare clear comparisons.
- 15
Reports
Review operational, financial and management reports.
The sequence is flexible. We can change the order to match your priorities. Sessions marked “where applicable” are covered when those modules are part of your setup.
How we work together
Implementation is hands-on, not a classroom exercise.
Your team works inside SIBRO using real records. By the end of the programme, the system has been configured around your workflow and users have practised the work they will perform after go-live.
- Guide the daily implementation sessions
- Help configure workflows, masters and controls
- Explain good practices and expose process gaps
- Support data checks and issue resolution
- Bring the right users and real business data
- Make configuration and process decisions
- Practise each workflow between sessions
- Use SIBRO settings to make future changes
After the first 20 days
Your team keeps improving after go-live.
Daily use brings missing data, process mistakes and training needs into view. We stay with your team while new habits become part of everyday work.
Core onboarding complete
The agreed SIBRO areas are configured, the team has worked with real data and daily operations can move into the platform.
Support everyday use
Answer questions, adjust settings, improve data entry and help users become confident in their work.
Streamline the operation
Use reconciliation and reports to expose mistakes, correct processes, repeat training where needed and improve how the team works.
You can keep changing SIBRO later.
Your administrators can update many lists, fields and workflows as the organization grows. Our support team remains available whenever you need help.
Add-on timelines
Some add-ons need a little more time.
Work begins once the required data, content, access and people are ready.
Partner / POSP, Customer & Employee Benefits Portals
Set up the portal, prepare the data and content, test how it works and complete a few feedback sessions before go-live.
Insurer & TPA Integrations
These connections take longer because access, specifications, testing and approvals also depend on insurers and TPAs.
A realistic commitment
15–20 days to onboard. A few months to fully settle in.
The implementation period gets the platform configured and your team working. The following months help turn that usage into a cleaner, better controlled operation.
Timelines may change where data, custom work or external dependencies require more time.
Plan your move to SIBRO