SIBRO logo

SIBRO

by Protracked · Since 2019
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ActiveAvailable globallyCloudOn-premise
Quick facts
VendorProtracked
Year launched2019
StatusActive
LocationInfopark Campus, Kelamangalam, Cherthala, Alappuzha, India, 688541
Countries servedGlobal
Languages11
IntegrationsN/A
Free tierNO
Free trialNO
Contact salesYES

About SIBRO

SIBRO is a comprehensive insurance policy management software designed to streamline insurance operations and enhance efficiency.

SIBRO is a powerful, cloud-based insurance broker management platform designed to simplify and streamline the daily operations of insurance brokers, agents, and offices. It provides an all-in-one solution that integrates client management, policy tracking, claims handling, invoicing, and communication within a single interface, reducing reliance on multiple spreadsheets or disconnected software tools. One of SIBRO’s key strengths is its workflow automation, which allows brokers to manage renewals, follow up on prospects, generate quotations, and send reminders or alerts without manual intervention, saving time and minimizing errors. Its reporting and analytics features provide actionable insights into business performance, enabling brokers to make informed decisions and identify growth opportunities. The system is also designed with compliance in mind, offering automated report generation and support for regulatory filings, which helps maintain accountability and reduce the risk of oversights. SIBRO’s interface is intuitive and user-friendly, making it accessible even for those new to broker management software, while its customisation options allow firms to tailor workflows, templates, and fields to their specific needs.

Pros & Cons

Pros
  • Provides an all‑in‑one solution for insurance broking operations and reduces reliance on spreadsheets.
  • Customisable features and templates help organisations tailor the software to their workflows.
  • Claims and renewal reminders improve client follow‑ups and reduce missed opportunities.
  • Includes accounting reconciliation and commission tracking aimed at brokers’ needs.
  • Designed to be user‑friendly, which can shorten onboarding time.
Cons
  • Primarily focused on insurance broking and may not suit broader insurance carrier administration needs.
  • Full automation and advanced features like call centre and insurer API integrations may require customisation.
  • Some users might require training to use deeper features like custom reporting and privilege controls.
  • General accounting functions beyond insurance‑related accounts aren’t included and need external tools.

Features

Key features

Policy & Prospect Management

Lets brokers organise and track all stages of a policy from prospect follow‑ups and renewals to endorsements and delivering documents.

RFQ & Quote Comparison Tools

Helps create RFQs (requests for quotations), compare rates from insurers, and send professional comparison sheets to clients.

Claims Handling

Automates in‑house claims tracking, suggests required documents, manages follow‑ups, and supports TPA integrations.

Accounts & Brokerage Management

Includes smart invoicing, auto‑reconciliation, commission tracking, and support for regulatory compliance.

Actionable Reporting

Offers customised reports that focus on relevant business information to help brokers analyse performance and increase productivity

Additional features

CRM & Daily Task Overview

Records prospects and client interactions, and provides daily work summaries per team or user.

Bulk Import & Merge Tools

Allows importing existing data from other sources and merging duplicate records.

Customization Options

Lets users create custom fields, apply multi‑colour themes, and translate data entry fields into preferred languages.

User Privileges & Multi‑Branch Support

Controls access levels per user and supports brokers with multiple offices.

Communication Tools

Includes email and WhatsApp templates and integrations for direct client communication from the platform.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
11
Interface languages
10
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalianPortugueseDutchRussianChineseJapaneseKorean

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇯🇵JPY🇦🇺AUD🇨🇦CAD🇮🇳INR🇨🇭CHF🇨🇳CNY🇧🇷BRL

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