Viewing prospects in SIBRO

SIBRO organizes upcoming prospects under Policies > Upcoming, offering tools to filter, search, and manage opportunities. Edit, follow up, or convert prospects seamlessly for efficient sales tracking.

How to Add Prospects in SIBRO?

A prospect represents a potential business opportunity. As a salesperson, when you identify a prospect, add them to SIBRO to ensure timely reminders and follow-ups, helping you stay organized and efficient.

Lead Management

Your sales team can utilize SIBRO as a CRM tool to manage prospects, conduct follow-ups, prepare RFQs and quote comparisons, and ultimately convert booked prospects into policies.

Employee master

In this section, we will add the organization's employees; their privileges, their designations, etc.

Designation master

Oversee and organize the different job titles or roles within your organization via the Designation Master.

Class of policy master

How to Add / Edit Class of Policy?

Bundled Policies Configuration

Bundled policies are an Indian motor policy situation where for New Two Wheeler and Private Car Policies, the Own Damage portion is covered for 1 year only but the Third Party coverage is for 5 years and 3 years respectively.

Properly setting up bifurcations

In SIBRO, bifurcations are sub-components of a policy. Capturing bifurcation details is essential when each component of the policy has different tax or commission rates.

Policy master

Policy Master is the place where you teach the system all the policy categories that you deal with; like Private Car, Two Wheeler, Group Mediclaim, etc. 

Booked in master

This is a feature that is not enabled for Insurance Brokers. If you are an Insurance Agent, please contact support for reviewing the use cases and get this feature enabled.

Insurer branch master

Insurance companies usually have many branches in the country. As a broker, we will only tie up with one or a few branches of the insurer. Insurer Branch Master is the place where we set up all the Insurance Company branches that we have tied up and place business. 

Merging of insurers

When an insurance company you work with merges with another, SIBRO needs to be informed to handle scenarios like policies issued by the acquired insurer and endorsements or commissions processed by the acquirer.