A prospect represents a potential business opportunity. As a salesperson, when you identify a prospect, add them to SIBRO to ensure timely reminders and follow-ups, helping you stay organized and efficient.

In this section, we will add the organization's employees; their privileges, their designations, etc.

Oversee and organize the different job titles or roles within your organization via the Designation Master.

How to Add / Edit Class of Policy?

Bundled policies are an Indian motor policy situation where for New Two Wheeler and Private Car Policies, the Own Damage portion is covered for 1 year only but the Third Party coverage is for 5 years and 3 years respectively.

In SIBRO, bifurcations are sub-components of a policy. Capturing bifurcation details is essential when each component of the policy has different tax or commission rates.

Policy Master is the place where you teach the system all the policy categories that you deal with; like Private Car, Two Wheeler, Group Mediclaim, etc.

This is a feature that is not enabled for Insurance Brokers. If you are an Insurance Agent, please contact support for reviewing the use cases and get this feature enabled.

Insurance companies usually have many branches in the country. As a broker, we will only tie up with one or a few branches of the insurer. Insurer Branch Master is the place where we set up all the Insurance Company branches that we have tied up and place business.

When an insurance company you work with merges with another, SIBRO needs to be informed to handle scenarios like policies issued by the acquired insurer and endorsements or commissions processed by the acquirer.