Getting Started with Sibro v3

Step by step guide to help you easily get up and running with SIBRO

01

Getting the Masters in Place

Updating Sibro Settings — that is, updating your Branches, Employees, their privileges, Insurance Companies, TPAs, etc. — is the first step of on boarding.

Getting the Masters in Place

02

Importing Old Prospects

Importing Old Prospects if any via our spread sheet template or via the old policy add form is the next step. Sibro thus will remind you about your existing renewals.

Importing Old Prospects

03

Follow Up Renewals & Prospects

Sibro comes with a simple & customizable CRM. Start Prospect Follow ups, record notes, and set next follow up date-time right from the Prospect page.

Follow Up Renewals & Prospects

04

Quotation Management

Sibro integrates with google drive for Quotation Management, allowing you to create highly flexible, version controlled RFQs from templates, that can be edited concurrently, while staying organized.

Quotation Management

05

Policies End to End

Manage Converted policies stage by stage. Track and improve their TAT, and ensure the smoothest policy delivery experience with Sibro v3.

Policies End to End

06

Claims End to End

With Sibro, manage claims stage by stage, track their TAT and follow up effortlessly. With a few additional steps, Sibro can integrate with Claim Processors to automatically retrieve and update Claim Statuses.

Claims End to End

07

Reconciliation

The most important stage in Sibro is Reconciliation. The step ensures that we have received the brokerage that we should have received, as well as exposes mistakes that might have incurred during the data entry process

Reconciliation

08

Reports & Compliance

Sibro provides insights into how your business is progressing, as well as Data organized for regulatory requirements.

Reports & Compliance

09

Client Login

An insurance broker’s client can also login to sibro for knowing the status of his/her policy and documents. The broker can set a login and create a password for the client.

Client Login

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