SAIBAOnline Global Edition

For Global Insurance Brokers

SAIBA (Direct Insurance Brokers)

SAIBA is an ERP for Direct Insurance Brokers It is preferred choice of leading players in its category.

A single unified view of your customers, including managing activities and opportunities.

Full support for all type of Insurance Products – Motor, Health, Property, Engineering, Travel, Home, Life Insurance etc.

Support for all sales channels including brokers, Point of Sales, Agents, Call Centers, and Direct Employees.

Improves Operational, Management Information and Audit Trail processes.

Integrated email, SMS and electronic document management to assist brokers in their day to day business to improve their efficiencies.

Integration with Online Platforms - Quote Management and Policy Management tracking with automated workﬂows

Integration with Login on Customer Website - A self-service web-based platform to better manage relationships with insurance brokers, agents, and customers.

Some of our key clients : Marsh, Willis, Howden, Mahindra, Toyota, Anvity, Bonanza, EF, JB Boda, SMC, Salsar, ALasar, SREI, Unison, Prudent, KM Dastur, Premier, BBM, New Age, UIB, R2S, FISCO, Savington, Canopy, Armchair, Turtle etc.

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.
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.

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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 .Net 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

SAIBA has been build using microsoft .Net 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.

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