- SAIBA is an ERP for insurance brokers which covers almost all aspects of insurance broking industry.
- Already used by more than 350+ brokers across various countries.
- 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 support service with no hidden cost and active remote support available to the customers during the office hours.
SAIBAOnline Indian Edition
For Indian Insurance Brokers
By keeping the various activities and requirements of an insurance broker in mind, we have developed a leading software for insurance brokers in India named “SAIBA” to fulfill their business management as well as financial management needs.
Our Software for insurance brokers - “SAIBA” is a first of its kind insurance broking software in India that covers almost all the aspects of insurance broking industry. The vision of SAIBA software is to provide assistance to insurance brokers in marketing as well as back-office management.
Through SAIBA, the leading insurance brokers software solutions in India, you can consolidate all the activities of an insurance broker, which helps in both retaining and gaining new business by providing handful information and various analysis support.
SAIBAOnline Indian Edition
For Indian insurance brokers and corporate agents
Salient Features
Modules & Sections
- 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 which includes:
- Printing of risk notes, welcome letter, debit notes, credit notes, & receipts, in your own format.
- Printing of policies, if applicable
- Endorsement Management
- 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 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 insurer wise
- 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.
- General ledger.
- 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.
Technologies
- SAIBAOnline Indian Edition is built using Microsoft .NET Framework 4.7 technologies, leveraging C# for backend development, AngularJS and jQuery for the frontend, and .NET Core API for web services.
- Microsoft SQL Server 2022 is being used as database in all of our applications, which is one of the most trusted database in the world.
- Dynamic HTML Reports, PDF Reports, Excel Reports, SAP Crystal Reports.
SAIBAOnline Global Edition
For overseas brokers and corporate agents
Salient Features
- SAIBA is an ERP for insurance brokers which covers almost all aspects of insurance broking industry.
- Already used by more than 350+ brokers across various countries.
- 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 which includes:
- Printing of risk notes, welcome letter, debit notes, credit notes, & receipts, in your own format.
- Printing of policies if applicable
- Endorsement Management
- 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 insurer wise
- 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.
- General ledger.
- 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.
Modules & Sections
- 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 which includes:
- Printing of risk notes, welcome letter, debit notes, credit notes, & receipts, in your own format.
- Printing of policies if applicable.
- Endorsement Management.
- Premium management and ageing analysis.
- Managing dispatches and policy status tracking.
- Various business analysis reports detailed, summary and graphical.
- SAIBA has been build using Microsoft dotNet Framework 4.5 technologies using C#
- 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 insurer wise.
- Outstanding claim reports and claim aging 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.
- General ledger.
- 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.
Technologies
- SAIBAOnline Global Edition is built using .NET Core 8 technologies, leveraging C# for backend development, Angular 18 for the frontend, and .NET Core API for web services.
- Microsoft SQL Server 2022 is being used as database in all of our applications, which is one of the most trusted database in the world.
- Dynamic HTML Reports, PDF Reports, Excel Reports.
SAIBAOnline Corporate Edition
For corporates to manage their insurance portfolio
SAIBA Corporate : Salient Features
- SAIBA Corporate is a comprehensive insurance portfolio management software for corporate houses & industries, which covers almost all aspects of insurance management.
- Derived from the 12 year old tested product, which is already being used by 150+ brokers in various countries.
- Easily customizable: according to needs.
- User friendly: very user friendly, minimal training required.
- SMS & Emails: integrated email & SMS management.
- Printing: print quotation slips, risk notes, debit notes, credit notes, receipts, renewal notices etc. in your own formats.
- Renewal Tracking: state of the art renewal management system through renewal notices, email and SMS.
- Analysis & Reports: get various analysis based on class of insurance, group companies, locations, cash flow, assets, employees, endorsements, claims ratio and sum insured utilization.
- 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.
- SMS & Emails: integrated email & SMS management.
Modules & Sections
- CARM: inbuilt CARM which includes integrated management of daily activities, task scheduling, appointment scheduling and customer etc.
- Get daily appointment and renewal due list in your mailbox.
- Comprehensive management of group companies, factories, offices or branch across universe.
- Travel expense billing and reimbursement process.
- Available on mobile also.
- QMS: Comprehensive quotation management system starts from receiving request from any department, office, factory branch, store or repository.
- Generate broker quote slips based on predefined templates for each class and sub class of business and send those to various insurers and brokers by mail directly from system.
- Receiving quote and prepare comparatives in your own format through templates design by yourself.
- On finalization of quote, generate mandate letter to brokers, insurers
- Generate placement slip for insurer and send directly to broker/insurer by mail from system.
- Policy Management: comprehensive management of general insurance & group life policies which includes:
- Printing of risk notes, placement slip, welcome letter, debit notes, credit notes, & receipts, in your own format.
- Endorsement Management.
- Premium management and ageing analysis.
- Support multi-currency.
- 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 insurer wise.
- Outstanding claim reports and claim aging 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).
- 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.
- General ledger
- 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.
Technologies
- SAIBA Corporate is built using .NET Core 8 technologies, leveraging C# for backend development, Angular 18 for the frontend, and .NET Core API for web services.
- Microsoft SQL Server 2022 is being used as database in all of our applications, which is one of the most trusted database in the world.
- Dynamic HTML Reports, PDF Reports, Excel Reports.
FAQ’s
Frequently Asked Questions
Insurance broking software is a specialized system designed to help insurance brokers manage various tasks, including marketing - lead and prospects management, back-office operations - client management, policy, endorsements and installment management, policy renewal, technical accounting - brokerage billing and receipt management, financial accounting and claims processing, all within a digital platform. SAIBAOnline is an example of such insurance broker management software, encompassing nearly all aspects of the insurance broking industry.
Insurance brokerage management software typically includes features such as policy management, renewal management, customer management, claims processing, document management, and reporting capabilities, providing comprehensive support for insurance brokers. SAIBAOnline, an insurance broking system, goes beyond these standard features by offering specialized pre-sales modules - lead and prospects management, a separate module for billing and reports, and a user-friendly dashboard for easier application.
SAIBAOnline is an end-to-end insurance brokerage software system specifically designed for direct insurance brokers. This insurance broker management system enhances workflow processes, improves efficiency, and centralizes data and document management. It enables brokers to effectively handle tasks such as client, policy, brokerage, claims, data and electronic documents management, and reporting.
Insurance broking management software provides a centralized platform for managing all aspects of the insurance broking business. However, choosing the best CRM software for insurance brokers involves considering more than just basic features. SAIBAOnline offers robust integration through APIs with our online platforms (SWAP), enabling B2B and B2C i.e. POS management, quote generation and comparisons, policy management tracking with automated workflows. Additionally, SAIBAOnline can easily integrate with customer website logins, empowering brokers with a self-service, web-based platform to effectively manage relationships with insurance brokers, agents, and customers.
Yes, SAIBAOnline is tailored to suit the needs of insurance brokers and corporate agents, of all sizes from small brokers to large multinational firms. The scalability and customizable features of these systems allow brokers to adapt the software to their specific requirements, ensuring it meets their needs as their business grows and evolves.