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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
- ✓ 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
Contact us to get detailed pricing as per your requirements.
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SAIBA Global is a CRM Software solution. Top features include:
- Lead Scoring
- Call Logging
- Quotes (Proposals)
- Lead Management
- Task Management
SAIBA Global does not currently offer a free trial.
SAIBA Global is On Premise software.
SAIBA Global provides On-Site Training for training.
