SAIBAOnline Indian 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.
• 15 year old tested product, already being used by more than 200+ brokers in 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.

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.