SAIBAOnline – Transforming Renewal Management with Advanced Insurance Brokers Software in India

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In India, where the insurance market is growing rapidly, leveraging advanced insurance brokers software is crucial for achieving operational efficiency. This software includes a renewal management module, which plays a vital role in the insurance broking industry. Renewal management is a critical component of the software, designed to enhance customer satisfaction consistently. Its primary function is to track policies from their start dates to their expiration dates. Furthermore, it is essential for managing all client-related information effectively. Renewal management must be performed with precision to avoid errors. It is essential to pay close attention to the details of each policy, particularly its expiration date, to ensure timely notifications are sent. This helps maintain client satisfaction and prevents the risk of losing valuable customers. SAIBAOnline’s advanced capabilities excel in this area, automating and optimizing the renewal process to accuracy and enhance customer ...
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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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