Customers & prospects
Build a clear pipeline, organise follow-ups and turn opportunities into booked policies without losing context.
Insurance broker software
Run your insurance broking business in one place.
Manage prospects, policies, renewals, claims, accounts and your team without losing track of what needs to happen next.
- Pay-in Reconciliation
- Configurable Masters & Workflows
- AI-Assisted Policy Booking
- Brokerage, Pay-ins & Payouts
- POSP Onboarding & Certification
130+insurance broking firms use SIBRO to keep everyday work organised.
RenewalsSee what is due
Follow-upsKeep next actions visible
- Prospect
- Policy
- Service
- Renew
One connected journey
- Prospect
- Follow up & quote
- Book policy
- Issue & deliver
- Service
- Renew
The platform
Manage every stage of a policy in one place.
Keep your records, follow-ups and team activity together, so everyone knows what is happening and what comes next.
See everything SIBRO can do →Policies & renewals
Manage policy issuance, endorsements, instalments, documents, dispatch and renewals across lines of business.
RFQ & quote comparison
Create structured requests, collect insurer quotes and share professional comparisons with customers.
Claims & servicing
Coordinate claim follow-ups and customer service with accountability, status visibility and a complete history.
Accounts & reconciliation
Track receivables, pay-ins and commission statements so missed revenue and pending action become visible.
Reports & compliance
Turn operational data into business, activity and regulatory reports for faster review and better decisions.
SIBRO at work
Follow real broking workflows, not isolated features.
See how a prospect becomes a policy, how the policy is controlled after booking and how financial exceptions reach the right team.
Prospect to policy
Keep the opportunity and every follow-up together.
Capture ownership, source, requirements and next action before converting a won opportunity into a policy.
- Create
- Follow up
- Quote
- Win
- Source, relationship manager and business owner
- Follow-up notes and next follow-up date
- Lost, deferred and won outcomes
Policy operations
Control the complete policy record.
Bring policy, risk, financial, document and delivery information into one operational record.
- Book
- Issue
- Dispatch
- Deliver
- Customer, insured, insurer and product details
- Premium, GST, brokerage and reward position
- Covers, declarations, documents and communication
Claims
Keep servicing work visible.
Bring the next action, responsibility and claim position into one operational view.
- Reported
- Follow-up
- Settled
- Claim processor and executive
- Estimate, settlement and deduction
- Stage-wise pending action
Pay-in reconciliation
Find financial exceptions before they disappear.
Compare expected brokerage with insurer statements and move directly to the records that require attention.
- Calculate
- Import
- Match
- Resolve
- Expected receivable against actual receipt
- Policy, invoice and statement mismatches
- Clear, actionable exception descriptions
Management reporting
Turn operational data into a business view.
Summarise premium and revenue while retaining the controls needed to investigate the underlying business.
- Filter
- Review
- Download
- Gross and net premium totals
- Brokerage and reward position
- Pending revenue at a glance
After policy booking
Keep money connected to the policy that created it.
SIBRO separates each financial responsibility while preserving the link to the underlying business.
- 01InvoiceRaise and track the broker’s invoice.
- 02Calculate pay-inWork out expected brokerage and rewards.
- 03ReconcileMatch insurer statements and resolve differences.
- 04Process payoutReview, approve and reconcile eligible partner payouts.
More product views
Take a quick look inside SIBRO.
Screens contain fictional demonstration data.
Designed for real operations
Less chasing. More clarity.
Stay organised
Keep customer, policy, financial and service information connected.
Act faster
Give every team the next action, context and information they need.
Scale with control
Support more branches, users and business without multiplying operational confusion.
Solutions
Start with Core. Add more when you need it.
Give employees the complete SIBRO Core workflow, then add portals and integrations as your organization grows.
Explore all solutions →Insurance Broking Platform
Keep prospects, policies, renewals, claims, accounts, teams and reports together.
Discuss your requirements →Partner / POSP Portal
Onboard and certify partners, then give them a clear view of business, renewals, earnings and payouts.
See the partner journey →Customer Portal
Give customers secure access to relevant policies, documents and self-service journeys.
Employee Benefits
Coordinate corporate policies, employee data and servicing workflows.
Insurer & TPA Connections
Connect supported insurers and TPAs for configured quote, issuance, claim and service journeys.
See a supported buying journey →WhatsApp & Communication
Bring supported notifications and guided self-service closer to customers and partners.
Add-on · Partner / POSP PortalOnboarding, business and payouts in one partner experience.Explore the workflow →
Integration dependentCompare supported insurer quotes inside the buying journey.Explore the workflow →
Product views are taken from SIBRO v3 and contain anonymised demonstration data.
Getting started
We help your team get started.
We set up the essentials, help move your data and train your team around the work they do every day.
See how implementation works →Understand
Map your branches, teams, products and present workflows.
Configure
Set up the essential masters, access and operating structure.
Train
Guide teams through practical sessions built around real work.
Improve
Support adoption, solve exceptions and strengthen usage over time.
Built in India
Made for the way Indian insurance brokers work.
SIBRO understands multi-line business, multiple branches and Indian compliance needs—while remaining flexible enough for international teams.
India firstIRDAI-oriented workflowsMulti-branch operationsLocal implementation and supportInternational-ready foundations
Our customers
Built with insurance brokers, for everyday work.
More than 130 insurance brokers use SIBRO for policies, claims, accounts and the work in between.
Meet our customer network →
See SIBRO
Let’s talk about how your team works.
We’ll focus the demo on the parts of SIBRO that matter most to you.
Insights
