For overseas brokers and corporate agents
SAIBA is an ERP for insurance brokers which covers almost all aspects of insurance
14 year old tested product, already being used by more than 200+ brokers in various
End to end solution from CRM to balance sheet.
Easily customizable according to needs
User friendly: very user friendly, minimal training required.
SMS & Emails: supports both text and uni-code formats.
Printing : Print policies, cover notes, stickers, broker slips risk notes,
debit notes, credit notes, receipts etc in your own formats.
Renewal Tracking :State of the art renewal management system through notices,
email and SMS.
Regulatory Reports :Get regulatory reports exactly in the formats required
by your regulator, customization free of cost till SLA is in force.
Service & Support :State of the art service, available 365 days a year for
the office hours of the clients.
No hidden cost, state of the art remote support service
CARM: inbuilt CARM which includes integrated management of tele-calling,
marketing activities, daily diary entry and appointment scheduling etc.
Get daily appointment and renewal due list in your mailbox
Comprehensive management of prospective business
Travel expense billing and reimbursement system
QMS:Comprehensive quotation management system starts from receiving enquiry
to placement of business
Generate broker slips and quote comparatives in your own format through templates
design by yourself
Quote request through email to insurer directly from system.
Cover Note & Motor Sticker Management :Comprehensive management of motor
stickers and cover note.
Policy Management : End to end management of life and general insurance policies
Printing of risk notes, welcome letter, debit notes, credit notes, & receipts, in
your own format.
Printing of policies if applicable
Premium management and ageing analysis
Managing dispatches and policy status tracking,
Various business analysis reports detailed, summary and graphical.
Renewal Management: SAIBA has a very strong renewal management system with
automated SMS, Notices and Email Reminders. Renewal reports based on various custom
filters and formats like RM wise, reference wise and policy department wise
Claims Management :SAIBA has full featured claim management system for motor,
health and other non-health policies.
Claim tracking, detailed claim analysis and claim ratio analysis customer wise and
Outstanding claim reports and claim ageing analysis
Claim status tracking can be enabled for customers through website on request..
Document Management: Comprehensive management of electronic documents and
policies (Moving towards paperless office).
CRS : A system to manage Cash/Cheques received in organization.
Fee : Generate and track invoices to customers in lieu of various services
rendered. Manage receipt & balance tracking.
Business Intelligence: Generate reports of your own choice in your own format.
Consolidated reporting for life, general, pension and funeral insurance. Various
graphical business reports.
SiFAMs:Our own multi-currency financial accounting system. Some of the key
features of SiFAMs are:
Comprehensive management of general and life insurance premium,
Various outstanding ageing analysis.
Budget verses Actual Analysis and variance report.
Various books like day book, bank book, cash book etc.
Trail balance, P&L Statement and Balance sheet.
Cash flow and other financial reports.
Customer as well RM wise business income analysis.