Record Follow-Up Notes
Easily record follow-ups via notes, WhatsApp, or email for each prospect. Use dispositions to categorize prospect stages, ensuring organized tracking and efficient sales management.
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SIBRO Update: Handling Zero GST for Insurance Premiums
The Government of India has announced major GST changes effective September 22, 2025. Here’s how these affect your work in SIBRO and what steps you need to take.
OCR Configuration in SIBRO
For the Optical Character Recognition (OCR) feature to work seamlessly in SIBRO, there are a few key considerations. This article outlines them in detail.
Introducing OCR in SIBRO – Effortless Policy Data Entry!
Tired of manual data entry and human errors in policy processing?
Enhancing Auto Reconciliation of Pay-In with Additional Details
To streamline the invoice reconciliation process, we’ve introduced an improvement to help the operations team resolve unmatched cases more efficiently.