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.
Prospects & follow-ups
Move an opportunity forward without losing its history.
Keep source, ownership, requirements, follow-ups and the next action together until the prospect is won, deferred or lost.
- Open
- Follow up
- RFQ / quote
- Won
- Policy
- Relationship manager and business owner
- Follow-up notes and next follow-up date
- Lost reason, reminder or permanent closure
- Won conversion into the policy workflow
Policies & renewals
Control the complete policy record.
Bring operational, risk, financial and document information together from booking through issuance, dispatch and delivery.
- Book
- Issue
- Dispatch
- Deliver
- Renew
- Customer, insured, insurer, branch and product
- Premium, GST, brokerage and rewards
- Risk details, vehicle details and covers
- Questions, declarations and co-insurance
- Proposal, policy documents and communication history
One policy, one history
More than a policy register.
The policy record carries the context teams need to issue, service, account for and renew the business.
Parties & product
Customer, insured, insurer, branch, product and ownership.
Premium & revenue
Premium, GST, brokerage, rewards and receivable position.
Risk & cover
Risk or vehicle details, covers, questions and declarations.
Documents & delivery
Proposal and policy documents, communication, dispatch and delivery.
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
Know what was invoiced, what was expected and what was received.
Link invoices, insurer statements and receipts back to the policy, then surface only the differences that require action.
- Calculate
- Import
- Match
- Resolve
- Invoices and uninvoiced brokerage
- Expected pay-in and rewards
- Statement and receipt matching
- Actionable exception reports
Financial control
Three responsibilities. One policy-linked trail.
SIBRO keeps broker receivables and partner liabilities distinct, so each team can see exactly what must happen next.
Raise and track
Create the invoice and see uninvoiced brokerage still waiting for action.
Calculate and reconcile
Compare the expected insurer receivable with statements, payments and receipts.
Review and process
Apply configured payout rules, approve eligible amounts, process them and reconcile the result.
Configured payout rules
Define who is eligible—and how the amount is calculated.
Set partner categories, policy restrictions, date ranges and payout slabs before eligible transactions enter processing.
Configuration note: automatic calculations depend on the brokerage and payout rules configured for the broker.
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