WhatsApp Integration in SIBRO
SIBRO now supports WhatsApp notifications — making it easy to send real-time updates to customers, POSPs, and other stakeholders directly from the platform.
Vivek Stanley
Brokerage Reconciliation
At the close of each month, the Accounts Department initiates the reconciliation process by reviewing the Uninvoiced/Pending Commission Report. This report provides a breakdown of all business placed across various insurer branches where commissions remain outstanding.
Brokerage Management
While booking a policy, when it comes to setting the brokerage receiveable,
Policy Custom Fields
Policy custom fields enable brokers to gather additional policy-specific and insurer-specific details that SIBRO does not provide by default.
Client Custom Fields
Client custom fields empower a broker to capture additional information of a Client that SIBRO does not ask for out of the box.
Custom Fields
Handling long term policies in SIBRO
Understanding and accurately recording long-term policies is crucial for maintaining IRDA compliance and ensuring precise financial reporting. This article will guide you through the correct procedures for handling long-term policies in SIBRO.
Create Booked Policy (Without Prospect)
Convert to Policy Settings at Organization Master
Mastering Policy Booking in SIBRO
How to manage Lost Business?
Learn how to effectively manage lost business by marking prospects as lost, analyzing reasons, and restoring them if they return. Streamline your workflow and insights!