- SAIBA stands as a globally leading insurance broking software designed for insurance brokers, encompassing nearly every aspect of the 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.
- 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.
SAIBAOnline Global Edition
For Global Insurance Brokers
SAIBA, an ERP specifically designed for direct insurance brokers, stands as a preferred choice of leading players in its category. This insurance brokers software offers a unified view of customers, efficiently managing their activities and opportunities. SAIBA - insurance broker software solution supports a wide array of insurance products, including Motor, Health, Property, Engineering, Travel, Home, and Life Insurance. Our software for insurance brokers provides comprehensive support for all sales channels, encompassing brokers, Point of Sales, Agents, Call Centers, and Direct Employees.
With our insurance brokers software platform, direct insurance brokers experience improved operational processes, enhanced management information, and an efficient audit trail system. We offer integrated email, SMS, and electronic document management features to boost brokers' day-to-day business and improve overall efficiencies.
The insurance broker software solution seamlessly integrates with Online Platforms, enabling Quote Management and Policy Management tracking with automated workflows. Additionally, software for insurance brokers can easily integrate with Login on Customer Websites, empowering brokers with a self-service web-based platform to manage relationships with insurance brokers, agents, and customers effectively.
At Simson Softwares, we have proudly served esteemed clients such as 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, and Turtle, among others.
For overseas brokers and corporate agents
Salient Features
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 .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
- 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.
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.