SAIBA CRM

SAIBA CRM is a complete insurance agency management software that helps insurance agents, brokers, corporate agents, Insurance Marketing Firms (IMF) and POSP aggregators run their entire business from a single mobile app. Manage your full book of business — leads, quotations, policies, renewals, claims and commissions — without spreadsheets, and keep your team and customers connected on the go. KEY FEATURES • Lead & customer management — capture, track and convert enquiries into policies. • Quotations & enquiries — build quotes and share them with customers in seconds. • Policy lifecycle — issuance, endorsements and complete policy records in one place. • Renewal management — automated reminders so you never miss a renewal. • Claims management — track every claim from intimation to settlement. • Commission management — auto-calculate and reconcile commission payouts. • Producer & POSP management — onboard sub-agents and point-of-sale persons, assign producer codes and track their performance. • WhatsApp for customers — self-service portal, chatbot and secure OTP login, plus renewal follow-ups over WhatsApp, email and SMS. • Live chat — talk to your customers in real time. • Documents & OCR — go paperless with secure document storage and smart data capture. • Dashboards & MIS reports — premium under management, renewals due, claims status and producer performance at a glance. • Multi-branch, multi-user & role-based access — scale from a solo agent to a large agency. WHO IT'S FOR • Insurance agents and advisors • Insurance brokers and broking houses • Corporate agents • Insurance Marketing Firms (IMF) • POSP aggregators and their point-of-sale networks WHY SAIBA CRM • All-in-one platform — replace scattered spreadsheets and manual follow-ups. • Never miss a renewal or a claim update. • Grow your producer/POSP network and track commissions accurately. • Better customer service with WhatsApp self-service and live chat. • Real-time visibility to make data-driven decisions. • Secure, cloud-based and always in sync across web and mobile. Trusted by insurance intermediaries across India and the GCC (UAE, Kenya and more). Start your free trial today and modernise your insurance agency. Questions or need a demo? Contact us at [email protected] or visit www.saibacrm.com.