Tutorials
Welcome to the SIBRO software training guid! Whether you’re a new user or seeking to deepen your expertise, this material provides step-by-step instructions, best practices, and practical examples to help you master the software with confidence.
| Modules | Chapter | Section |
|---|---|---|
| Server Setup | AWS Account | - AWS account creation |
| - What sibro team does | ||
| - Add GSTN (India) | ||
| - 2FA Setup | ||
| - Reset 2FA | ||
| Sibro | Essential Admin | - Organization master |
| - Organization branch master | ||
| - Insurer master | ||
| - Insurer branch master | ||
| - Booked in master (optional) | ||
| - Policy master | ||
| - Designation master | ||
| - Employee master | ||
| - POSP master | ||
| Lead management | - Add prospects | |
| - View prospects | ||
| - Follow up | ||
| - Dispositions | ||
| - Prospect Lost | ||
| - Prospect Won | ||
| Policy booking | - Premium transaction | |
| - Policy entry | ||
| - Premium bifurcations | ||
| - Co-insurance | ||
| - Co-broking | ||
| - Long term | ||
| - Life (India) | ||
| Custom fields | - Client custom fields | |
| - Policy custom fields | ||
| AI based OCR | - Introduction | |
| - Configuring the AI | ||
| Reports | - Business statement | |
| - Customization of downloads | ||
| Pay in | - Autocalculation | |
| - Reconciliation | ||
| Pay out | - Autocalculation | |
| - Recording | ||
| - Reconciliation | ||
| Endorsements | - Additions | |
| - Deletions | ||
| - Corrections | ||
| - Extensions | ||
| - Cancellation | ||
| Installments | - General | |
| - Life | ||
| Emailing | - SMTP Configuring | |
| - Gmail Configuration | ||
| - Microsoft Configuration | ||
| - Zoho Configuration | ||
| - Set up template | ||
| - Sending Emails | ||
| SMS | - Vendor Selection | |
| - SMS API Integration | ||
| - Configuring the Triggers | ||
| - Vendor Selection | ||
| - API Integration | ||
| - Configuring the Triggers | ||
| SIBRO APIs | - Read | |
| - Write | ||
| Addons setup | App setup | - App configuration prerequisits |
| - App go live process | ||
| - Mobile app setup | ||
| POSP App | Workflows | - POSP onboarding |
| - Dashboard | ||
| - Insurer integration (ISNP) | ||
| Insurer Integration | ISNP (India) | - ISNP process |
| API Integration | - Getting kits | |
| - Go live process | ||
| - Private car journey | ||
| - Two wheeler journey | ||
| - Commercial vehicle (GCV/PCV) journey | ||
| - Health journey | ||
| EB Portal | Workflows | - Login |
| - Features | ||
| TPA Integration | API Integration | - Getting kits |
| - Go live process | ||
| Client Portal | Workflows | - Login |
| - End customer features | ||
| - HR features |