SAIBAOnline: One system from first lead to final balance sheet.
The ERP for insurance brokers, bancassurance, corporate agents, IMFs and midsize agencies: prospects, quotes, policies, renewals, claims, billing and accounts in one system, with regulatory reports in the formats you need.
Built around how the work really gets done
CRM to balance sheet
Leads, quotes, policies, claims, billing and accounts share one database, so nothing is re-keyed.
Renewals that never slip
A renewal engine tracks every policy and sends reminders to your team and your clients.
Regulatory reports on demand
Produce the statutory reports in exactly the formats regulators ask for.
Your documents, your format
Broker slips, quote comparatives, cover notes, debit and credit notes: printed in your layout.
Sized for every intermediary
From large broking groups to IMFs, corporate agents and midsize agencies, with role-based access protecting client data.
Easy to adopt
Minimal training required, configurable to how your team already works, with support and no hidden costs.
Trusted at scale
Used by more than 450 clients across 30+ countries.
Everything in SAIBAOnline
Sales & CARM
- Prospect and lead management
- Daily appointment and renewal-due lists by email
- Travel expense billing and reimbursement
Quotes & placement
- Quote requests emailed straight to insurers
- Quote comparatives in your own format
- Broker slips and risk notes
Policy operations
- General and life insurance policies
- Endorsement management
- Dispatch and policy status tracking
- Printing of policies, cover notes and stickers
Claims
- Claim tracking and analysis
- Claim ratio and ageing analysis
- Customer-facing claim status on your website
Billing & finance (SiFAMs)
- Premium management and ageing
- General ledger, day, bank and cash books
- Trial balance, P&L and balance sheet
- Budget versus actual and variance reports
Agencies, IMFs & corporate agents
- Policy and client management
- Claims processing and tracking
- Document management
- Compliance support
- Role-based access and data security
Insight
- Detailed, summary and graphical business reports
- Customer-wise and RM-wise income analysis
- Scheduled daily, monthly and yearly reports
Technology: Microsoft .NET · Microsoft SQL Server 2022 · Unicode SMS and email
SAIBAOnline questions
Is SAIBAOnline suitable for agencies, IMFs and bancassurance?
Yes. It is used by brokers, bancassurance teams, corporate agents, IMFs and midsize agencies, and you switch on only the modules you need.
What does SAIBAOnline cost?
Pricing depends on the licence type, number of users, the modules you need and services such as training. Contact us for a tailored quote.
Is SAIBAOnline suitable for small brokers as well as large firms?
Yes. It is used by brokers of every size, from small firms to large multinational groups, and its modules and configuration scale with you.
Which modules does it include?
CARM, QMS, CRS, GI and LI operations, billing and receipts, claims, SiFAMs (financial accounting), grievance and office management.
Can it remind clients automatically?
Yes: policy renewals, marine and fire stock declarations, float balance intimations and more can be sent automatically by email and SMS.
Built and run to recognised standards
- ISO 27001Certified
- ISO 27701Certified
- OWASP Top 10Compliant
- SOC 2Ready
See SAIBAOnline in action
Tell us about your business. We will arrange a walkthrough tailored to your workflow.
Full product details: saibaonline.com
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