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SAIBAOnline

Brand: Simson Softwares

  • 4.0

  • 6 Ratings

SAIBAOnline is an insurance management software that covers all aspects of insurance broking and management, from customer relationship management (CRM) to claims processing and reporting.

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SAIBAOnline Software Overview

What is SAIBAOnline?

SAIBAOnline is an insurance management software designed to seamlessly integrate and synchronize various departments within insurance broking houses. Functioning as a central repository, it facilitates the smooth data flow across the organization. The platform provides a unified view of customers to efficiently manage their activities and opportunities.

The software supports multiple sales channels such as brokers, Points of Sales, Agents, Call Centers, and Direct Employees, covering a broad spectrum of insurance products, including Motor, Health, Property, Engineering, Travel, Home, and Life Insurance. It offers improved management information and establishes an efficient audit trail system for direct insurance brokers. The platform integrates essential features like email, SMS, and electronic document management for enhancing day-to-day business operations and overall efficiencies.

Why Choose SAIBAOnline Software?

  • The insurance management software lets you print policies, cover notes, stickers, broker slips, risk notes, debit notes, credit notes, and receipts in your preferred formats.
  • It provides daily appointment and renewal due lists directly in your mailbox.
  • The platform offers prospective business management capabilities for facilitating efficient tracking and organization.
  • It allows you to streamline travel expense billing and reimbursement systems for effective financial management.
  • The ERP tool offers a comprehensive system for managing quotations, from receiving inquiries to placing business.

Benefits of SAIBAOnline Platform

  • The insurance management software allows you to generate broker slips and quote comparatives using self-designed templates.
  • It enables you to initiate quote requests directly to insurers through the system's email functionality.
  • The platform allows you to manage dispatches and track policy statuses for enhanced operational control.
  • It offers comprehensive claim tracking, detailed claim analysis, and claim ratio analysis customer-wise and insurer-wise.
  • The ERP tool lets you generate and track customer invoices for services rendered, including receipt and balance tracking.

Pricing of SAIBAOnline Insurance Management Software

SAIBAOnline details are available on request at techjockey.com.

SAIBAOnline price in India may vary based on factors like customization, additional features required, number of users, and the deployment type. Please request a call back for subscription-related details and to avail offers on premium packages.

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Simson Softwares Company Details

Founded Year:  2000

We are a leading software solution provider for insurance and reinsurance brokers. Our product list includes - SAIBA (Direct Insurance Brokers), SARB (Reinsurance Brokers), and SATA (Health Insurance)

Director/Founders Davendra Singh
Company Size 101-500 Employees

SAIBAOnline Pricing & Plans

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SAIBAOnline Features

  • icon_check ERP for insurance brokers
    Manage all aspects of your insurance broking business in one system.
  • icon_check End to end solution
    Streamline operations with features covering the entire insurance broking lifecycle.
  • icon_check Easily Customizable
    Tailor the software to your specific needs and workflows.
  • icon_check User Friendly
    Leverage an intuitive interface to minimize training time and maximize efficiency.
  • icon_check SMS & Emails
    Communicate effectively with clients and insurers through various channels.
  • icon_check Renewal Tracking
    Stay updated on policy renewals with automated reminders and reports.
  • icon_check Regulatory Reports
    Generate reports required by insurance regulators automatically.
  • icon_check Inbuilt CARM
    Comply with Client Asset Relationship Management (CARM) regulations.
  • icon_check Quotation management system
    Streamline the quote comparison and selection process.
  • icon_check Document Management
    Store and manage all your insurance documents securely and efficiently.
  • icon_check CRM
  • icon_check Crm Lead Management
    SAIBAOnline, an ERP specifically designed for direct insurance brokers. It supports a wide array of insurance products, including
SAIBAOnline Demo Video play icon

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SAIBAOnline Specifications

Supported Platforms
Ubuntu Ubuntu Windows Windows iOS iOS Android Android MacOS MacOS Windows(Phone) Windows(Phone)
Devices
Desktop Desktop Mobile Mobile
Deployment
Cloud-Based Cloud-Based Perpetual Perpetual
Suitable For
Insurance
Business Specific
Insurance
Business Size
Small Business Startups Medium Business Enterprises SMBs SMEs MSMBs MSMEs
Customer Support
Phone Email Communities
Language
English
Training Resources
Videos

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SAIBAOnline Review

4.0

Out of 5

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Overall Rating

Based on
6 Verified Ratings

Rating Breakdown

  • Features 4
  • Value for Money 4
  • Ease of Use 4.2
  • Customer Support 4.0

91% Recommend this Product

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Articles for SAIBAOnline

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Which operating system does SAIBAOnline support?

SAIBAOnline is compatible with Ubuntu, Windows, Linux, and MacOS operating systems.

Is there any SAIBAOnline app?

SAIBAOnline is unavailable for Android and iOS app users.

What is the deployment type of SAIBAOnline?

SAIBAOnline supports web-based deployment.

How much does SAIBAOnline cost?

SAIBAOnline pricing is available on request at techjockey.com.

Who are the potential users of SAIBAOnline?

SAIBAOnline is a suitable tool for insurance brokers and corporate houses looking to issue policies, process claims, track their status, and communicate with adjusters.

Is there any free trial or demo for SAIBAOnline?

SAIBAOnline free demo is available at techjockey.com.

Is SAIBAOnline free?

SAIBAOnline is not available for free. You can contact our experts to learn more about the pricing details and features.

Does the SAIBAOnline platform offer a free trial?

No, SAIBAOnline does not offer a free trial to users.

How can you download SAIBAOnline?

SAIBAOnline installation is not required, as it is web-based. Just open the Setup Wizard to get started.

How does SAIBAOnline work?

SAIBAOnline is a cloud-based insurance management software designed for brokers and corporate agents to manage customer relationships and process claims.

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Terms and Condtions

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Users with registered businesses can purchase goods from merchants on the platform to satisfy their business needs. Users are not permitted to utilize any products acquired through the platform for resale, advertising, business, or further distribution.

For each purchase made, users will receive a Tax Invoice (or 'GST invoice') that includes specific details such as:

  • the GSTIN of the user associated with their registered business, and

  • the specified Entity Name for their business.

It should be noted that not all products are eligible for GST Invoice. Only the products displayed by participating sellers with the 'GST-based Invoice Available' callout on the product description page would qualify.

Certain goods and services are not eligible to get a GST Invoice, including items with VAS, i.e., Value Added Services (e.g., Total Mobile Protection/Assured Buyback) and those involving an exchange offer at the time of purchase.

Users must ensure the accuracy of the GSTIN, and business entity name provided for the GST Invoice. Requests for corrections into GST Invoice would not be accommodated by Techjockey.com or any Seller, and any issues arising from user-provided information are the sole responsibility of users.

Techjockey.com is not liable for the GST Invoice or any associated input tax credit. To efficiently claim an input tax credit, users should select the registered place of business address as per the GST authority's data and follow the provisions of the GST Act and rules.

To claim an input tax credit, the delivery and billing addresses must match. Furthermore, input tax credits will not be granted if the delivery address and GSTIN on the invoice are from different states. In case of incorrect GST details provided during the order placement, the order will be canceled automatically.