From now onwards, Sibro users will have the privilege to delete a policy/prospect from the already issued policies list.

Now, when setting up Email Templates in Settings > Templates > Email Master, you can take advantage of the multi-select dropdown functionality. This upgrade allows you to preselect recipients from a range of options, including logged-in user, client, insurer, claims processor, business owners, CRM, referral, and more. During the email composition process, the CC field will dynamically load with your selected recipients, effortlessly streamlining the process.

This enhancement is designed to save you valuable seconds for each email sent via SIBRO insurance broking software.

A new advanced date range filter has taken the place of the “Financial Year” filter on all pages. Being one of the most recommended insurance broker software in India, now the Sibro users will be able to search all information including their prospects, clients, policies, renewals, and reports in a variety of time frames, including the current year, today, this week, this month, yesterday, the last 10 months, and the previous week, month, and year. In addition to this, a custom date range can also be chosen.

Now, when setting up Email Templates in Settings > Templates > Email Master, you can take advantage of the multi-select dropdown functionality. This upgrade allows you to preselect recipients from a range of options, including logged-in user, client, insurer, claims processor, business owners, CRM, referral, and more. During the email composition process, the CC field will dynamically load with your selected recipients, effortlessly streamlining the process.

This enhancement is designed to save you valuable seconds for each email sent via SIBRO insurance broking software.

At Organization Master, we have introduced a new feature called “Referrer”. From now onwards, admin can set a user as a Referrer. By default it will be set as Disabled for all users. Admin will have the provision to enable or disable it. If the referrer feature is enabled, at Policies Converted, just before the Business Owner row, the referrer details such as the referrer commission percentage and the referrer commission amount will be indicated. Also in order to know if the user is a POS or an agent during the Referral selection, the respective designation and branch will be shown in the referral dropdown.

Now, when setting up Email Templates in Settings > Templates > Email Master, you can take advantage of the multi-select dropdown functionality. This upgrade allows you to preselect recipients from a range of options, including logged-in user, client, insurer, claims processor, business owners, CRM, referral, and more. During the email composition process, the CC field will dynamically load with your selected recipients, effortlessly streamlining the process.

This enhancement is designed to save you valuable seconds for each email sent via SIBRO insurance broking software.

In the case of bifurcation policies in the Converted Policies click and expand display, from now onwards, the actual brokerage percentage will be shown in brackets for better clarity. If bifurcation exists, then each of the bifurcation percentages will be displayed in brackets separated by ‘+’. Similarly, if a co-insurer exists, then the Total Net Premium will be displayed in click and expand instead of Lead Insurer wise Net Premium.

At the Endorsement Issued Step, there will be a provision to record whether the respective policy is canceled or not. By default, it will be “No”. If changed to Yes, then at the Upcoming Policy section, the renewal alert will be automatically deleted.

Sibro insurance broking software has introduced a provision to restrict New/Rollover/Renew businesses at the Employee Privilege Level. From now onwards, users will be able to allocate renewal cases individually to their respective concerned persons.

Now, when setting up Email Templates in Settings > Templates > Email Master, you can take advantage of the multi-select dropdown functionality. This upgrade allows you to preselect recipients from a range of options, including logged-in user, client, insurer, claims processor, business owners, CRM, referral, and more. During the email composition process, the CC field will dynamically load with your selected recipients, effortlessly streamlining the process.

This enhancement is designed to save you valuable seconds for each email sent via SIBRO insurance broking software.

On All Claims page, once you select the follow-up method as Regular Notes, from now onwards, we will have an option to attach files with the Regular Notes option.