Getting Started
You can refer to the attached video to know about how to set up the essential admin - Settings - Organization - Settings - Employee - Settings - Policy ...
Mon, 14 Feb, 2022 at 12:10 PM
You can refer the attached video link for the following - Add/Edit/Select client - Add edit Prospects - Customize Client & Policy - Multiple Prosp...
Mon, 14 Feb, 2022 at 12:10 PM
You can refer the attached video link for the following - Convert to policy - Policy without prospects - Policy issued to delivery - Set delivered by ...
Mon, 14 Feb, 2022 at 12:11 PM
You can refer the attached video link for the following - Non premium bearing endorsement - Premium bearing endorsement - Endorsement with negative pre...
Mon, 14 Feb, 2022 at 12:11 PM
You can refer the attached video link for the following - Non life Installments - Life Installments - Installment Templates - Record premium - Instal...
Mon, 14 Feb, 2022 at 12:12 PM
You can refer the attached video link for the following - Life Installments - Add policy - Set up Installment payout template - Premium paying mode an...
Mon, 14 Feb, 2022 at 12:12 PM
You can refer the attached video link all the email related things in Sibro https://videos.sibro.xyz/w/pcM4K4fd2xSj5kPmdWQvx6
Mon, 14 Feb, 2022 at 12:13 PM
You can refer the attached video link for the Accounts Invoice and its reconciliation related queries https://videos.sibro.xyz/w/unkMvQsL65RZgVFVN6kor9
Mon, 14 Feb, 2022 at 12:13 PM
You can refer the attached video link for the following - Claims Master - Claim creation steps - Example claim - TPA Master https://videos.sibro.x...
Mon, 14 Feb, 2022 at 12:14 PM
You can refer the attached video link for the following - RFQ Templates - RFQ - Email Insurers - Generate Quote comparison Sheets - Notify customer ...
Mon, 14 Feb, 2022 at 12:14 PM