Centralize Client Information and Data Security with Insurance Agency Management Software

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In today's era, managing insurance policies has become significantly more efficient compared to the past. Previously, insurance agencies had to store policy data in multiple locations, often relying on Excel sheets, which posed a high risk of data loss and lack of security, making sensitive information vulnerable to leaks. Recovering lost data was challenging, as there were no dedicated software solutions, leading to inefficient operations and excessive time consumption. Back then, insurance agencies primarily managed their work manually using paper-based records and spreadsheets, requiring significant manpower and time. However, with modern advancements, almost all insurance-related tasks are now handled through specialized software. These solutions streamline processes, reduce operational time, minimize errors, enhance data security, and significantly lower the risk of data loss, ultimately improving efficiency for insurance agencies. Several software solutions are available in...
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SAIBAOnline: Redefining the Future of Insurance Broking Technology

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A person in good health has hope, while a person in good hope has everything. -Thomas Carlyle

In today's world, the above quote is even more relevant. Particularly after the Corona pandemic, people have realized that their own health is the best investment.

It is important to consider the individual's needs and requirements when choosing the right health insurance policy. Thanks to our insurance brokers softwares -SAIBAOnline Global, Improves Operational, Management Information and Audit Trail processes of the Insurance broking business.

The SAIBA ERP system for direct insurance brokers covers almost all aspects of the insurance brokerage industry. Over 450+ brokers in various countries already use our insurance brokers software, which has been tested for over 15 years. Our complete solution includes CRM, ERP, and financial reporting.


The software is very user-friendly and can be easily customized according to the needs of the client. Both SMS and e-mails can be sent in Unicode formats. It has never been easier to print your own policies, cover notes, stickers, broker slips, risk notes, debit notes, credit notes, receipts, etc. Policy renewals are tracked with our state-of-the-art renewal management system, which sends notices via email and SMS. Using our software, you can get regulatory reports in the exact format required by your regulator, along with free customization until a service level agreement. We offer integrated management of tele-calling, marketing activities, daily diary entry, and appointment scheduling through our CARM handle. Get a daily reminder of your upcoming appointments and renewals in your inbox. Our system can also handle travel expense and reimbursement billing.

If you want to learn more about our software - SAIBAOnline Global, then think no more, we offer online demonstrations of our insurance and reinsurance broking softwares. During the demonstrations, you can get your questions answered by our experts.

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