SAIBAOnline
For Insurance Brokers
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Benefits of Using Insurance Broker Management Software
Benefits of Using Insurance Broker Management Software
By keeping the various activities and requirements of an insurance brokers in mind, we have developed a leading insurance broker management software, named “SAIBA” to fulfill their business management as well as financial management needs.
Our software for insurance brokers - “SAIBAOnline” is a first of its kind insurance broking management software worldwide 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 SAIBAOnline, the leading insurance broker management system, one 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.
This software offers a unified view of customers, efficiently managing their activities and opportunities. SAIBAOnline - supports a wide array of insurance products, including Motor, Health, Property, Engineering, Travel, Home, and Life Insurance. Our insurance broker management software provides comprehensive support for all sales channels, encompassing brokers, Point of Sales, Agents, Call Centers, and Direct Employees.
With our insurance broking management software, 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 efficiency. Simson's advanced insurance brokerage management software is designed to simplify every aspect of insurance broking, including CRM, policy management, claims, accounting, and compliance.
The insurance broker management software seamlessly integrates with Online Platforms, enabling Quote Management and Policy Management tracking with automated workflows. Additionally, 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.
Our Solutions
Our Solutions
SAIBAOnline
For Insurance Brokers and Corporate Agents
Salient Features
SAIBAOnline 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.
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
SAIBAOnline 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
SAIBAOnline 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.
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