Implementation Guide
What actually happens during a 15-day SIBRO implementation
Buying insurance broker software is only the beginning. The real change happens when branches, users, data and everyday workflows begin moving into the system.
SIBRO implementation normally takes around 15–20 working days for the core platform. We meet online for approximately one hour at a consistent time, work through one operational area at a time and use real business data wherever practical.
The objective is not merely to demonstrate screens. By the end of the programme, the platform should be configured around the broking firm’s workflow and the team should have practised the work it will perform after go-live.
Preparation begins before implementation
We discuss the broking firm’s branches, teams, products and present workflows before the software is purchased. This helps align expectations and identify important operational priorities early.
SIBRO has developed through more than ten years of continuous improvement and experience with over 130 insurance brokers. Most standard requirements are already available. Implementation is therefore usually about configuring the platform, moving real work into it and helping users develop confidence—not building the core system from the beginning.
Why we use short daily sessions
A single long training programme can introduce many features, but users rarely retain them without practice. Short daily sessions allow the team to understand one workflow, configure it, try it with real records and bring questions into the next discussion.
The sequence can change according to the firm’s priorities, but a typical 15-session plan is:
- Essential administration: branches, users, roles, access and basic masters.
- Upcoming policies: prospects, renewals, follow-ups and pending work.
- Converted policies: policy booking, issuance, documents and delivery.
- Pay-in rules: supported brokerage and pay-in calculations.
- OCR and AI prompts: reading policy documents and reviewing extracted information.
- Endorsements: policy changes and servicing follow-ups.
- Instalments: instalment-based life insurance policies.
- Invoicing and reconciliation: invoices, insurer statements and differences.
- Pay-out auto-calculation: partner payout rules where applicable.
- Pay-out processing: reviewing and processing partner payouts.
- Emailing: supported email communication from workflows.
- Claims: stages, responsibility, documents and follow-ups.
- Declarations: declaration workflows where applicable.
- RFQ and quote comparison: collecting quotations and preparing comparisons.
- Reports: operational, financial and management reporting.
If the team needs additional practice, we can leave a short gap between sessions. Areas that do not apply to the firm can be replaced or reordered.
Implementation is shared work
What the SIBRO team does
- Guide the implementation sessions
- Help configure masters, workflows and controls
- Explain useful practices and identify process gaps
- Support data verification and issue resolution
What the broking firm does
- Bring the appropriate users and real business data
- Make decisions about access, responsibilities and workflow
- Practise each area between sessions
- Learn how to use SIBRO settings for future changes
A successful implementation is not something a software vendor does to a broking firm. It is a working programme completed with the people who will use and administer the system.
Customisation without rebuilding the product
Different firms use different terminology, responsibilities and approval paths. During implementation, authorised users can configure many lists, fields, roles and workflows around the organisation’s way of working.
These settings can also be changed later. A growing firm should not need a software development project every time it introduces a branch, changes an internal responsibility or improves a workflow.
What happens after the first 20 days?
Core onboarding may be completed within 15–20 days, but operational adoption continues after go-live.
During the first few months, real usage exposes incomplete data, process mistakes, reconciliation differences and areas where users need more training. These are not necessarily signs of a failed implementation. They are often the issues that were already present but were difficult to see.
By approximately three to four months, the objective is to have corrected recurring mistakes, improved processes, repeated training where necessary and made SIBRO part of everyday operations.
Timelines for add-ons
Partner/POSP, Customer and Employee Benefits portals usually require around 20 days, along with feedback sessions before go-live.
Insurer and TPA integrations generally take longer—often two to three months—because access, specifications, testing and approvals depend on external organisations as well as the SIBRO team.
Questions to answer before starting
- Who will own the implementation internally?
- Which branches and users should be configured first?
- What data is ready to migrate or import?
- Which workflows are highest priority?
- Can the relevant employees attend and practise consistently?
- Who will become the internal SIBRO administrator?
Clear answers make the daily sessions more productive and help the firm move from software setup to confident use.