By
keeping the activities and requirements of an Insurance Broker
in mind we have developed the software named “Simson's Accountant
for Insurance Brokers and Agents (SAIBA)” for back office
management of an Insurance Broker.
Existing
SAIBA software for Insurance Brokers and Corporate Agents
is available in two variants. :
-
SAIBA Desktop Version
-
Offline version, Works in client server environment
in LAN
-
Suitable for the brokers operating from five or less
locations.
- Developed
in Visual Basic 6.0,
- Database
used Microsoft SQL Server 2005 (one of the most trusted
database in the world.
- Reporting
is through Crystal Reports 8.0. You may export any report
to Microsoft Word, Excel, Access, Lotus or RTF
-
SAIBA Online
- Web
based replica of SAIBA Desktop version.
-
Developed in asp.Net Framework 3.5,
- Database
used is Microsoft SQL Server 2005
- Reporting
through Crystal Report 12.0, which enables users to
get versatile reports.
- Reports
can be exported to PDF, MS Word, Excel, or RTF
-
Quotation management system is an added feature in this
version.
- You
may also provide access to your customers to view their
portfolio and claim status.
Our
Insurance Broking Management Software SAIBA is being used
by more than 80 Insurance Brokers in India for their back
office management needs as well as sales force management
needs. Apart from Insurance Brokers there are many Corporate
Agents who are using SAIBA.
This
existing software for insurance brokers SAIBA is broadly divided
into 5 integrated modules, which are:
- Customer
Acquisition and Relationship Management System (CARM):
- Import
customer database from excel file.
- Tele-calling
to customers
- Marketing
executive activity tracking, manage travel expense and
manage customer history
-
Performance & costing analysis for branch managers,
marketing executive and tele-callers based on targets,
salary, expense and business done
- Leads
Management
- Specific
Campaign managements
- Prospective
Business Management
- Quotations
Management System:
- Available
only in Online Version of SAIBA
-
Preparation of Broker Slip
- Sending
Slips to Insurer for Quotations
-
Receiving Quote from Insurer
- Comparison
up to 5 broking slips based on quotation and insurers
credentials.
-
Sending Comparison of Quotes to Customer
- General
Insurance (Non-Life Insurance):
-
Cover note book Management
- This
module of our insurance brokers software SAIBA is
designed to keep track of each and every leaves
of a cover note book once you receive it from insurer
till it is return back.
-
Business Profile Management
- This
section of insurance
broking software SAIBA is to manage policy details,
which includes :
-
Policy data entry to system,
- Endorsements
if any,
- Installment
payments for multi-installment policies,
- Dispatches
of proposal forms, Cheques and other related documents
to insurer,
-
Dispatch confirmations,
- Policy
status tracking.
- Policy
no entry and policy dispatch to the customer
- Customer
vs Insurer and Broker vs. Insurer float management.
-
Commission Reconciliation
- This
section of our insurance brokers software takes
care of brokerage reconciliation part in general
insurance section. Which includes:
- Bill
generation to insurers
- Receiving
brokerage and service tax from insurers
- Reconciliation
- Pendency
reporting
- Generating
supplementary billings if any
- Income
and profit analysis
- Different
analysis reports for your branches, Area, regions,
marketing executive and clusters
- TDS
reports
- service
tax reports
-
Renewal Reporting
- This
section of Insurance Brokers software SAIBA is for
tracking renewals of policies. This includes :
- Area
wise, executive wise, departments wise, branch
wise etc reports for due renewals
- Renewal
reminders
- Renewal
request letters through mail, email and sms.
-
Claims Management
-
Claim management is also very important section
of our insurance brokers software SAIBA. This includes:
- Different
forms for managing health and non-health claims.
- Step
wise reporting of claims to know exact status
of claims.
- Claim
ration and and claim ageing analysis
- Insurer
wise, branch wise, department wise claim analysis.
-
IRDA Reporting
- This
section of our insurance brokers software SAIBA enable
you to generate various reports for IRDA for general
insurance section.
- Life
Insurance:
-
Business Profile Management
- This
section of insurance
broking software SAIBA is to manage policy details,
which includes :
-
Policy data entry to system,
- Endorsements
if any,
- Installment
payments,
- Dispatches
of proposal forms, Cheques and other related documents
to insurer,
-
Policy
status tracking.
- Policy
no entry and policy dispatch to the customer.
-
Premium Payments Reporting
- This
section of Insurance Brokers software SAIBA is for
premium payment tracking of policies. This includes
:
- Area
wise, executive wise, departments wise, branch
wise etc reports for due premium
- Premium
reminders
- Premium
request letters through mail, email and sms
-
Commission Reconciliation
- This
section of our insurance brokers software takes
care of brokerage reconciliation part in life insurance
section. Which includes:
- Bill
generation to insurers
- Receiving
brokerage and service tax from insurers
- Reconciliation
- Pendency
reporting
- Generating
supplementary billings if any
- Income
and profit analysis
- Different
analysis reports for your branches, Area, regions,
marketing executive and clusters
- TDS
reports
- Service
tax report
-
Money Back Reporting
- This
section of insurance brokers software SAIBA enables
you to track money back policies, so you may intimate
your customers about refund and you may assist them
in the same.
-
IRDA Reporting
- This
section of our insurance brokers software SAIBA
enable you to generate various reports for IRDA
for life insurance section.
- Office
Management:
-
File Management
- Our
insurance broking management software SAIBA assist
you in managing physical files or box files. You
may keep the files and its document details in SAIBA
and get the system generated file number.
- Store
files based on system generated file numbers
- Track
movement of file and find physical location of your
files.
-
Inward/Outward Document Management
- This
section of our insurance brokers software SAIBA
help you in tracking of inward and outward couriers
and packets from or to your office.
- Manage
courier company billing
- Analysis
of inward and outward documents
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