Report Claims from the Client Portal

When a client needs to report a claim, the first details often arrive through a phone call, email or WhatsApp message. Your team then enters those details in SIBRO to begin processing it.

Clients can now submit a claim intimation directly through your Client Portal (Add On), bringing the details and available documents into SIBRO in one step.

How it works

If Claims is enabled in the Client Portal, your client can:

1. Click Intimate Claim.
2. Select the relevant policy from the policies they have access to.
3. Enter the available claim details.
4. Refer to the document checklist, if you have configured one, and attach any available documents.
5. Submit the intimation.

Documents are optional, so clients can report a claim even when they do not have all the paperwork ready. SIBRO automatically records the claim intimation date.

Your team can take it from there

Once submitted, SIBRO creates a claim entry with the status Claim Intimated and emails the policy’s assigned claim processor.

Your team can then review the details and continue processing the claim in SIBRO. As you update the claim, its status and details are reflected in the Client Portal, helping the client stay informed.

This gives clients a simple way to report a claim and gives your team a record to start working from—with fewer details to copy across from messages.

Using the Client Portal Add On? Make sure Claims is enabled, so your clients can access Intimate Claim.