SIBRO Back Office
A powerful back-office system that helps insurance brokers manage prospects, policies, claims, accounts, and compliance from one centralized platform.
The SIBRO Back Office is the operational backbone of the platform, designed to manage the complete insurance lifecycle—from prospecting to renewals, policies, claims, accounts, and compliance.
Prospects & Renewals
Manage prospects and renewals with structured follow-ups, reminders, dispositions, and custom fields. Draft RFQs instantly, email quote requests to multiple insurers, generate quote comparison sheets, and communicate with clients via SMS, WhatsApp, or email. Seamlessly convert prospects into policies or mark them as lost.
Policies & Endorsements
Track premium transactions, pay-in rules, and policy or endorsement status at every stage—from payment receipt to document delivery. Monitor ageing and turnaround times, manage payouts, follow up on installments, and communicate directly with customers.
Claims
Handle claims efficiently with email-based intimation to processors, detailed status tracking, and structured follow-ups with clients and TPAs. Identify and act on ageing claims to ensure timely resolution.
Accounts
Streamline financial operations by identifying uninvoiced business, generating insurer invoices, tracking payments, and reconciling commission statements automatically. Manage payouts, TDS reconciliation, and expose discrepancies with ease.
Reports & Compliance
Access IRDAI-compliant reports, client statements, business summaries, user activity logs, inward and outward document reports, daily email summaries, and fully customizable reports—across branches and teams.
Controls, Settings & Automation
Configure organization-wide settings, manage users and privileges, define custom fields, create reusable templates, enable automation, and support multi-branch operations with complete visibility and control.
Built for scale, compliance, and operational clarity, SIBRO Back Office replaces spreadsheets, emails, and disconnected tools with one structured system—helping brokers run faster, cleaner, and more confidently.
