Add the right business context to operational reports

An operational report is useful only when the person reading it can identify the business and take the next action without repeatedly opening another screen.

SIBRO reports now carry more of the references that operations, accounts and management teams need during daily review.

What changed

• Upcoming reports can include POS codes.
• Converted-policy reports can include the invoice date.
• Business Statements have an additional filtering option to help teams narrow the records under review.

Why this matters

A POS code helps the team connect upcoming business with the appropriate partner context. The invoice date helps accounts users understand where a converted policy sits in the billing process. Better filters make it easier to move from a large Business Statement to the smaller set of transactions that needs attention.

These fields reduce cross-checking. The user can review, filter and export the information with more of its business context intact.

Who benefits

The improvements are relevant to renewal teams, policy operations, accounts and managers who depend on exported reports for follow-up and review.

Available columns and filters may depend on the report and configuration used by your organisation.