Customers & prospects
Organise contacts, requirements, ownership and follow-ups before an opportunity becomes a policy.
The SIBRO platform
Everything your team needs to manage a policy.
Keep prospects, policies, renewals, claims, accounts and reports connected, so your team always has the full picture.
Connected broking workflow
- ProspectOpportunity and follow-up
- PolicyIssue, service and renew
- AccountsInvoice and reconcile
- InsightsReview and decide
From prospect to renewal
Keep every stage connected.
SIBRO follows the work from the first opportunity through policy issuance, service, accounts and renewal.
RFQ & quotes
Structure requirements, coordinate insurer responses and prepare quote comparisons.
Policies & servicing
Track issuance, documents, endorsements, instalments, dispatch and ongoing service.
Claims
Keep claim responsibility, status, amounts and pending actions visible to the right teams.
Accounts
Connect invoices, pay-ins, brokerage, rewards and reconciliation to the underlying policy.
Reports
Review operational and financial performance through structured, downloadable business views.
Policies & renewals
See what happened, what is pending and who needs to act.
View the premium, status, turnaround time, brokerage and owner together instead of piecing together a policy from separate files.
- Converted and upcoming policy views
- Renewal dates and follow-up history
- Premium, GST and brokerage position
- Documents and service context
Claims & servicing
Make every pending action visible.
Give servicing teams a shared view of the claim, responsible people, stage and financial position.
- Claim processor and executive
- Estimate, settlement and deduction
- Stage-based pending action
- Policy and insurer context
Accounts & reconciliation
See revenue exceptions while they can still be resolved.
Link financial records back to policy operations and surface discrepancies that would otherwise remain buried in statements.
- Invoices and uninvoiced brokerage
- Pay-in and reward tracking
- Policy and invoice reconciliation
- Actionable exception reports
Reports & management control
Move from transactions to a business view.
Summarise premium and revenue, then filter down to the policies and transactions behind the figures.
- Gross and net premium
- Brokerage received and pending
- Reward receivable and received
- Flexible filters and downloads
Built for growing teams
Stay in control as your organization grows.
Set up branches, responsibilities and access so people see the work relevant to them.
See who changed a record, what changed and who owns the next action.
Add supported insurer, TPA and communication connections when you need them.
Configure SIBRO, move your data and train your team with people who understand insurance broking.
See SIBRO for yourself