# SIBRO Insurance Broker Software
> Manage prospects, policies, renewals, claims, accounts, teams and integrations with SIBRO—insurance broker software built for real operations.
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## Pages
- [About this site](https://sibro.app/about.md) - Sibro is an independent publication launched in September 2026 by Vivek Stanley. If you subscribe today, you'll get full access to the website as well as email newsletters about new content when it's available. Your subscription makes this site possible, and allows Sibro to continue to exist. Thank…
- [Book a Demo](https://sibro.app/book-a-demo.md)
- [Customers](https://sibro.app/customers.md)
- [Implementation](https://sibro.app/implementation.md)
- [Insights](https://sibro.app/insights.md) - Practical perspectives on insurance-broking operations, dependable software and the workflows that connect them.
- [Product](https://sibro.app/product.md)
- [Roadmap](https://sibro.app/roadmap.md) - A transparent view of what we are improving across SIBRO. This page is organised by delivery stage and will evolve as priorities, regulations and customer needs change.
- [Solutions](https://sibro.app/solutions.md)
- [Product Updates](https://sibro.app/updates.md) - Meaningful improvements across SIBRO, explained in practical terms. We will use this page to share product enhancements, workflow refinements and important platform changes.

## Posts
- [How Shrinithi scaled policy booking beyond 2,000 documents a day with AI](https://sibro.app/shrinithi-scaled-policy-booking-with-ai.md) - How Shrinithi moved from manual policy data entry costing ₹7–₹12 per document to AI-assisted booking, enabling a four-person team to support days exceeding 2,000 policies.
- [What actually happens during a 15-day SIBRO implementation](https://sibro.app/what-actually-happens-during-a-15-day-sibro-implementation.md) - Buying insurance broker software is only the beginning. The real change happens when branches, users, data and everyday workflows begin moving into the system. SIBRO implementation normally takes around 15–20 working days for the core platform. We meet online for approximately one hour at a consist…
- [Why insurance broker software must follow the policy lifecycle](https://sibro.app/why-insurance-broker-software-must-follow-the-policy-lifecycle.md) - A policy does not begin when it is booked, and the work does not end when the document is delivered. For an insurance broking team, one piece of business can move through an enquiry, follow-ups, quotations, payment, policy issuance, endorsements, claims, reconciliation and renewal. Each stage creat…
- [Make renewal communication easier to configure and complete](https://sibro.app/more-flexible-renewal-communication-and-reporting.md) - Configure renewal SMS messages and include the previous policy document automatically in renewal communication.
- [Policy Snapshot Reports](https://sibro.app/policy-snapshot-reports.md) - Sometimes a team needs a policy-level answer without opening several screens or building a large report. WHAT IS ROLLING OUT Policy Snapshot Reports bring important policy, servicing and financial context into a concise view for review and follow-up. WHY IT HELPS Relationship, operations and manage…
- [From one claims notification to flexible workflow email templates](https://sibro.app/from-one-claims-notification-to-flexible-workflow-email-templates.md) - Some of the most useful product improvements begin with a small operational request. For Securus Insurance Brokers, the starting point was straightforward: when a claims query was raised, could SIBRO notify the customer directly from that workflow? The request was not simply for another email butto…
- [Review policy documents with more context in Approval Pending](https://sibro.app/a-clearer-approval-pending-workflow.md) - Give reviewers direct access to source documents, submitter details and validation context inside Approval Pending.
- [Require a clear disposition before a claim moves forward](https://sibro.app/july-2026-claims-and-commission-control-improvements.md) - Require a disposition before selected claim stages move forward, creating a clearer outcome and follow-up history.
- [Proposal Form Autofill](https://sibro.app/proposal-form-autofill.md) - Proposal forms often repeat details that have already been captured during prospecting, quotation or customer onboarding. WHAT IS ROLLING OUT Proposal Form Autofill carries available customer, contact and policy information into the proposal workflow. Users remain able to review, complete and corre…
- [Improved Partner Portal experience](https://sibro.app/improved-partner-portal-experience.md) - Partners and POSPs need a simpler view of their own business without being exposed to the complexity of the internal SIBRO workspace. WHAT IS ROLLING OUT A more focused Partner Portal with clearer navigation, useful policy access and better visibility of relevant reconciled payout statements. Relat…
- [How Unilight made commission recovery faster with exception-based reconciliation](https://sibro.app/how-unilight-made-commission-recovery-faster-with-exception-based-reconciliation.md) - Unrecovered brokerage is rarely visible as one obvious mistake. It is usually hidden across insurer statements, policy records, invoices and follow-up notes. At Unilight Reinsurance Brokers, a seven-person team was spending weeks matching insurer statements and following up on differences. The work…
- [Stop unsuitable and duplicate records before policy booking](https://sibro.app/safer-faster-policy-and-document-processing.md) - Use insurer availability, validation and duplicate checks to stop avoidable records before they enter policy operations.
- [Faster renewal quotations with prefilled details](https://sibro.app/faster-renewal-quotations-with-prefilled-details.md) - 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 revi…
- [Process employee exits faster with bulk termination imports](https://sibro.app/better-portals-for-partners-and-employee-benefits.md) - Process multiple employee exits through a structured bulk termination import in SIBRO Employee Benefits.
- [Add the right business context to operational reports](https://sibro.app/september-2026-clearer-reporting-and-validation.md) - Include POS codes, invoice dates and more useful filters in operational reports so teams can review business with less cross-checking.
- [Dedicated Quotes Workspace](https://sibro.app/dedicated-quotes-workspace.md) - Quotation work deserves a workspace of its own. It involves requests, insurer selection, documents, reminders, multiple responses and a final comparison—not just a single field on a prospect. WHAT WE ARE PLANNING A dedicated Quotes Workspace that brings open requests, received quotes, pending respo…
- [Give partners a clearer view of reconciled payouts](https://sibro.app/august-2026-faster-document-handling-and-payout-visibility.md) - Give authorised partners access to relevant policy information and reconciled payout statements through the SIBRO Partner Portal.
- [Email-to-SIBRO policy document intake](https://sibro.app/email-to-sibro-policy-document-intake.md) - Policy documents frequently arrive in a shared mailbox before they reach SIBRO. Downloading and uploading each attachment adds a repetitive step and creates room for missed cases. WHAT WE ARE PLANNING Allow authorised mailboxes to forward or submit policy documents for structured intake into SIBRO.…
- [Clearer AI/OCR document-review results](https://sibro.app/clearer-ai-ocr-document-review-results.md) - Automated document reading is useful only when a reviewer can understand what was found, what is uncertain and what needs attention. WHAT WE ARE PLANNING A clearer review experience for AI- and OCR-assisted document processing. Results would separate confidently extracted values from validation war…
- [Compare multiple quote options from the same insurer branch](https://sibro.app/july-2026-stronger-quote-comparison-and-renewals.md) - Record multiple quote options from the same insurer branch and choose which premium values should appear in the customer comparison.
- [Claim intimation through Customer Portal](https://sibro.app/claim-intimation-through-customer-portal.md) - A customer often contacts the broker first when a claim occurs. Collecting the right initial information early can make the servicing process calmer and more organised. WHAT WE ARE PLANNING Allow an authorised customer to initiate a claim through the Customer Portal, attach basic information and do…
- [Automated instalment payout calculations](https://sibro.app/automated-instalment-payout-calculations.md) - Instalment-based policies create repeated payout calculations across the policy period. Managing those calculations manually makes reconciliation harder as volumes grow. WHAT WE ARE PLANNING Extend payout automation to instalment-based business, with clearer visibility of the amount calculated for…
- [Employee e-cards in EB welcome emails](https://sibro.app/employee-e-cards-in-eb-welcome-emails.md) - A welcome email is most useful when it helps a covered employee take the next step immediately. WHAT WE ARE PLANNING Include relevant employee-benefit e-cards in welcome communication when they are available and approved for distribution. The message would give the member a clearer starting point f…
- [Secure time-limited policy document access](https://sibro.app/secure-time-limited-policy-document-access.md) - Policy documents often need to be shared with a customer, colleague or authorised partner. Permanent public links are convenient, but they are not an appropriate default for sensitive records. WHAT WE ARE EXPLORING Secure links that expire after a defined period and can be governed by the organisat…
- [Co-broking workflows](https://sibro.app/co-broking-workflows.md) - Co-broking business brings an additional set of questions: who owns the relationship, who services the policy, how are documents shared, and how should receivables and payouts be recorded? WHAT WE ARE EXPLORING A connected workflow for business involving more than one broker. It may cover participa…
- [Configurable views and access controls](https://sibro.app/configurable-views-and-access-controls.md) - Different people need different views of the same broking operation. A branch head, claims executive and accounts user should not have to work through identical screens or see identical data. WHAT WE ARE EXPLORING More configurable lists, saved views and role-based access controls across SIBRO. Org…
- [WhatsApp-assisted employee-benefits servicing](https://sibro.app/whatsapp-assisted-employee-benefits-servicing.md) - Many employee-benefit questions begin on WhatsApp: “Where is my health card?”, “How do I start a claim?” or “Who should I contact?” WHAT WE ARE EXPLORING A governed WhatsApp-assisted experience for common employee-benefit service needs. The aim is to help covered employees find approved information…

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