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SAIBA

SAIBA : Insurance Broker Software

SAIBA : Insurance Broker Software

By keeping the various activities and requirements of an Insurance Broker in mind, we have developed a software named SAIBA to fulfill their business management as well as financial management needs.

First of its kind SAIBA is an insurance broking management software which covers almost all the aspects of Insurance broking industry. The vision of the insurance brokers software SAIBA is to provide assistance to insurance brokers in marketing as well as back office management.

Software for Insurance Brokers SAIBA is capable of consolidating all the activities of an Insurance Brokers, which helps in retaining the existing business as well as getting new business by providing handful information and various analysis support.

SAIBA has primarily 3 Variants :

For Indian insurance brokers and corporate agents


SAIBA : Salient Features

SAIBA is an ERP for insurance brokers which covers almost all aspects of insurance broking industry.

10 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 support service with no hidden cost and active remote support available to the customers during the office hours.


Download Presentation  

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.

SAIBA has been built on Microsoft dotNet Framework 4.5 technologies using C#

Microsoft SQL Server 2014 is being used as database in all of our applications, which is one of the most trusted database in the world.

SAP Crystal Report 2016 is being used for reporting in SAIBA, which helps in making more versatile reports for user.

XML is also being used in various sections for data exchange and reporting purpose.

For overseas brokers and corporate agents

Salient Features

SAIBA is an ERP for insurance brokers which covers almost all aspects of insurance broking industry.

14 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.


Download Presentation  

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.

SAIBA has been build using Microsoft dotNet Framework 4.5 technologies using C#

Microsoft SQL Server 2014 is being used as database in all of our applications, which is one of the most trusted database in the world.

SAP Crystal Report 2016 is being used for reporting in SATA applications which helps in making more versatile reports for user.

XML is also being used in Business Intelligence section to generate various reports.

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


Download Presentation  

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.


SAIBA has been build on Microsoft dotNet Framework 4.5 technologies using C#

Microsoft SQL Server 2014 is being used as database in all of our applications, which is one of the most trusted database in the world.

SAP Crystal Report 2016 is being used for reporting in SAIBA, which helps in making more versatile reports for user.

XML is also being used in various sections for data exchange and reporting purpose.

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