Marg SAIBA Global

SAIBA Global Description

SAIBAOnline Global is an International Enterprise Resource Planning (ERP), insurance brokers software designed specially for Global Insurance Brokers. SAIBAOnline Global streamlines and synchronizes separate departments of insurance broking house into one unified software system. It acts as a central repository for all information that is shared by various departments and provides seamless flow of data across the organization.

- Salient features of the system are:

The software application can be accessed both internally and via the internet. Some of the prominent features of SAIBAOnline Global include.

1) Providing end to end solution from Customer Relationship Management (CRM) to Claims management

2) Integrates with online platforms – Quote and Policy management tracking automated workflows.

3) Robust CRM tool with simple and easy integration, remote access & lead generation along with follow-up tracking

4) Comprehensive Policy Management for all types of Policies

5) Strong Renewal Management system

6) Efficient Brokerage & Claims Management System

Key Features & Specifications

• Lead Scoring
• Call Logging
• Quotes (Proposals)
• Lead Management
• Task Management
• Status Tracking
• Supply Chain Management
• Sales
• Financial Management
• Accounts Payable
• CRM
• Billing and Invoicing
• CRM & Sales Dashboards
• Quotes Management
• Accounting
• Financial Accounting