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.
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.
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.
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.
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.
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.
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
Reports & Compliance
Sibro provides insights into how your business is progressing, as well as Data organized for regulatory requirements.
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.
Give us a call or stop by our door anytime, we try to answer all enquiries within 24 hours on business days.
We are open from 9am – 7pm week days.
C1-09, Infopark Cherthala,
Alappuzha, Kerala, India 688541