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Insurance Broker Software

By keeping the various activities and requirements of an Insurance Broker in mind, we have developed a software named SAIBA to fulfill their business management as well as financial management needs.

First of its kind SAIBA is an insurance broking management software which covers almost all the aspects of Insurance broking industry. The vision of the insurance brokers software SAIBA is to provide assistance to insurance brokers in marketing as well as back office management.

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Software for Insurance Brokers SAIBA is capable of consolidating all the activities of an Insurance Brokers, which helps in retaining the existing business as well as getting new business by providing handful information and various analysis support.

We have two variants available for SAIBA to choose from based on your requirement:


SAIBA Desktop Version (Thick Client)

This variant of the software will require windows networking, where database will be installed on a server and users will be connected through LAN by SAIBA client.

This offline version of SAIBA is for the small or mid size insurance brokers who are operating from one or two locations with very limited number of users.

SAIBA Online Version (Web Based)

SAIBA Online is a web based application which needs to be hosted on a web server and all the users will have to be connected through web browser by using intranet or internet connectivity to the server.

SAIBA Online now a days is most popular version as you have the facility here to provide the access also to your server.

You may host SAIBA Online in your office server, may opt for cloud hosting or ask us to do so on your behalf.


Health Insurance Software

SATA is the kind of ERP solutions for third party administrators for claims management, analysis, accounting as well as 3600 reporting to TPA, Insurers, Hospital, Corporate, Individuals, Brokers & Agents.

SATA is a web based application, which needs to hosted on web server and it has to be integrated with TPA website so external users like Hospital, Corporate, Broker, Agent and Customer can view their various status and reports from the website login section.

This product is being used by Safeway TPA Services (P) Limited, Ericson TPA Healthcare Pvt. Mumbai and Padre Pio Insurance Service Uganda.

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Some of the key features of SATA are :


Comprehensive policy data management

End to end claims management starting from intimation of claims to the reimbursement of payments to insured or hospitals.

Comprehensive accounts management through our multi-currency financial accounting system SiFAMs.

Inbuilt Document management of soft files. Complete file processing electronically if required.

Integrated SMS and Email Management. Sending emails and SMS at various steps to insured.

Flexibility of customization to suite your requirement and changes requested by growing business process, insurers, regulators etc.


Flow chart

Flow chart

This module is for processing of data received in hard or soft form from insurers. Key functions in this module are:

Import of policy data to SATA either by manual policy data entry or import through excel or CSV files.

Scanning of photographs for ID Cards or real time Smart Card preparation.

Preparation of ID Cards and delivery of the same to Insured.

Endorsement of employees or insured, manually or through excel/CSV files received from insurer.

Attachment of files or data received from insurer to a policy.

Renewal tracking of the policy data.

Ensure proper availability of data to Claims department as and when required.

One of the primary job of TPA is add good hospital to its network, who can provide best treatments on best rates benefitting insured and the insurer both. Key function in this section are:

Registration of hospital to SATAOnline.

Maintaining packages and rates offered by hospital.

Maintaining discount, credit limits, and other terms and conditions mutually set with the hospital.

Management of fee or security collected or remitted by or to hospital.

Process in this section starts when an intimation /information or file received for claim. Key functions here are:

Generation of claim ID for a claim.

If type of claim is cashless then pre-authorization of funds for networked hospitals based on balance sum insured, disease or package requirement , policy conditions, claim history etc.

Receiving of bills, and other documents required for processing of documents.

Attachment of bills and other documents collected from insured or hospital to SATA through scanning.

Forwarding the claim file to scrutiny department.

In today’s scenario when incident of manipulation and frauds are increasing, importance of scrutiny department became more significant. Key functions in this section are:

Preparation of check list for scrutiny of claims.

Auditing of claims documents, bills and other records.

Generating queries if any and asking for additional documents and clarifications from insured/hospitals.

Based on final scrutiny setting of status of claim for further action:

Settlement of Claim : Proceed to Billing and Accounts.

Rejection of Claim : Issuance of Denial Letter specifying the reason of denial.

Billing department is key department in ensuring the claimed amount passed by the scrutiny department. Key functions of this section are:

Billing of the claimed amount passed by scrutiny department.

Ensuring checks applied in the system for various limits on sum insured, disease, packages and treatment plans etc.

A final check on claim papers before proceeding the claim file to accounts department for payment remittance or cheque preparations.

In any organization accounting is the key functions. Accounting function here can be divided into two major sections, which are :

Business Accounting:

Integrated part of SATA for preparation of cheques / DD or remittance of funds to hospital/Insured/Customer accounts.

Management of float funds received from Insurer.

Billing of TPA service to Insurer and reconciliation of the same.

Receiving of the service fee.

Financial Accounting:

We have our own multi-currency financial accounting system SiFAMs already being used hundreds of clients.

It can be fully integrated with SATA to manage financial accounting to generate Trial Balance, P&L and Balance Sheet from the system.

Some of the key feature in support desk module is:

Call Centre Management.

File Management:

SATA assist you in managing physical files or box files. You may keep the files and its document details in SATA and get the system generated file number.

Store files based on system generated file numbers.

Track movement of file and find physical location of your files.

Inward/Outward Document Management:

This section of our TPA software SATA help you in tracking of inward and outward couriers and packets from or to your office.

Manage courier company billing.

Analysis of inward and outward documents.

Ultimate thing which we want from any software is the powerful reporting system. In SATA we have three defined type set of reports in MIS Section :

Management Reports:

Internal reports for TPA management and business analysis.

Claim Status and float status reports.

Various claim analysis reports.

Regulatory Reports:

Reports required by regulators on regular interval or time to time.

Insurer Reports:

Reports asked by each insurer in their given formats.

SATA has been build using Microsoft .Net Framework 3.5 technologies using C#.

Microsoft SQL Server 2008 is being used as database in all of our applications, which is one of the most trusted database in the world.

SAP Crystal Report 2008 is being used for reporting in SATA applications which helps in making more versatile reports for user.

XML is also being used in Business Intelligence section to generate various reports.


An ERP for Re-insurance Brokers

SARB is a comprehensive software has created a leading place in reinsurance broking Industry. It improves the quality and accuracy of work. Our Reinsurance Software is specially designed to empower the brokers and agents with much flexibility and functionality.

SARB Features:

SARB reinsurance software manages the enquiries received from brokers, generates slips for quotation, receiving quotes from reinsurers and collect data from brokers.

It takes care of generating and sending debit note to brokers, collection and remittance of funds, claim intimations and settlement, analysis of business on different parameters etc.

Reinsurance brokers software has separate modules of non-proportional and proportional treaty business. This section includes treaty placement details entry, management of single page and periodical statements.

Software for reinsurance brokers assists you in office management. You can easily track movement of file and find its physical location.

The section of Inward/Outward document is managed by our SARB reinsurance software. It helps in tracking of couriers and packets.

SARB provides comprehensive management of all reinsurance business processes in very user friendly way.

Integrated email, SMS and electronic document management to assist you in your day to day business to improve your efficiency.

Various reports to enable you for better analysis and negotiations.

State of the art reminder system for PPWs, Closings and Renewals.

Various system generated documents like DN/CN, reinsurer balance statements, claim advises etc.

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Flow chart

Major functions in admin area are:

Creating users and their access rights.

Creating various masters e.g. employee, branch, class and sub class of risk, reinsurer, cedants, banks, currencies, exchange rates etc.

Creation and managing various templates for generating slips and cover notes.

Creating various email and SMS templates for different sections and places.

Setting up reminder patterns.

Accounting masters setup.

Major functions in Facultative are:

Comprehensive management of both proportional and non-proportional (XL) facultative business.

Generating slips based on pre-defined templates for each class and sub class of business.

Automated emails to selected reinsurer/brokers for quotation requests.

All closings and cover notes generation from system through predefined templates and manuals.

Full business process and claims management for both proportional and non-proportional facultative business.

Various analytical and graphical reports in business currency, US Dollar and in your own currency.

Electronic document management for all process documents and emails.

State of the art reminder process for various stages and points.

Major functions in Treaty are:

Comprehensive management of proportional XL treaties.

Generating slips based on pre-defined templates for each class and sub class of treaties.

Automated emails to selected reinsurer/brokers for quotation requests.

Simplified system generated closings and periodical statements for reinsurer/ placing brokers.

Full business process, claims and cash loss management for both proportional and non-proportional Treaties.

Various analytical and graphical reports.

Track of all collections and remittance.

System generated reminders for statements, renewals and settlement of treaty accounts.

In today’s scenario when incident of manipulation and frauds are increasing, importance of scrutiny department became more significant. Key functions in this section are:

Preparation of check list for scrutiny of claims.

Auditing of claims documents, bills and other records.

Generating queries if any and asking for additional documents and clarifications from insured/hospitals.

Based on final scrutiny setting of status of claim for further action:

Settlement of Claim : Proceed to Billing and Accounts.

Rejection of Claim : Issuance of Denial Letter specifying the reason of denial.

SARB has been build using Microsoft .Net Framework 3.5 technologies using C#.

Microsoft SQL Server 2008 is being used as database in all of our applications, which is one of the most trusted database in the world.

SAP Crystal Report 2008 is being used for reporting in SARB applications which helps in making more versatile reports for user.

XML is also being used in Business Intelligence section to generate various reports.


Portal for Web Aggregators

Our newest product “SWAP” is for web aggregators.

Provides premium calculator, product comparison, buy insurance by paying online for the available API.

Fully customizable based on customers demand.

Products and insurer based on customer contract only.

Currently being developed for Way2Wealth, Reliance, Leads Insurance and NewQuest.

Backend full connectivity with SAIBA for CRM, Leads and business management.



Software for Insurance Agents

To provide consolidated management of life insurance, non-life insurance and mutual fund, we had developed an insurance agency management software named BimaPro. First of its kind, our insurance agents software BimaPro is not limited to back office management, this also provides marketing tools and costing management.

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Salient features of insurance agents software BimaPro are:


Technical details of insurance agency management software BimaPro are:

Multi-user, single client packaged insurance agency management software

Developed in Visual Basic 2008

Database used Microsoft SQL Server CE

Reporting is through Crystal Reports 10.0. You may export any report to Microsoft Word, Excel, PDF or RTF

Insurance agent software divided into 3 major integrated modules. details of each and every modules are defined below

Customer Acquisition and Relationship Management System (CARM)

This section of our insurance agents software BimaPro enables you to manage your marketing activities

Visits and call recording

Daily diary preparation

To do list and reminders

Travel expense management

Performance & costing analysis

Leads Management

Prospective Business Management

Tracking of customers conversations as systems keeps history of customer interaction

General Insurance(Non-Life Insurance)

This section of our insurance agents software further divided into sub-modules :

Cover note book Management

This module of our insurance agents software BimaPro is designed to keep track of each and every leaves of a cover note book once you receive it from insurer till it is return back.

Business Profile Management

This section of Insurance agency management software BimaPro is to manage policy details, which includes :

Policy data entry to system

Endorsements if any

Attach documents to policy

Policy no. entry and policy dispatch to the customer

Policy status tracking

Renewal of Policy

Commission Reconciliation

This section of our insurance agency management software takes care of brokerage reconciliation part in general insurance section. Which includes:

Receiving brokerage and service tax from insurers

Reconciliation

Pendency reporting

Generating supplementary billings if any

Income and Profit analysis

TDS reports

Service tax reports

Renewal Reporting

This section of Insurance agents software BimaPro is for tracking renewals of policies. This includes :

Departments wise, RM wise reports for due renewals

Renewal reminders

Renewal request letters through Mail, Email and SMS

Claims Management

Claim management is also very important section of our insurance agency management software BimaPro. This includes:

Step wise reporting of claims to know exact status of claims

Claim ration and and claim ageing analysis

Department wise claim analysis

Life Insurance

This section of our Insurance Agency Management software BimaPro is to manage your life insurance business. Sub-modules in this are :

Business Profile Management

This section of Insurance agents software BimaPro is to manage policy details, which includes :

Policy data entry to system

Endorsements if any

Installment payments

Policy no. entry and policy dispatch to the customer

Policy status tracking

Premium Payments Reporting

This section of insurance agents software BimaPro is for premium payment tracking of policies. This includes:

Executive wise and departments wise, reports for due premium

Premium reminder

Premium request letters through Mail, Email and SMS

Commission Reconciliation

This section of our insurance brokers software takes care of brokerage reconciliation part in life insurance section. Which includes:

Receiving brokerage from insurer

Reconciliation

Pendency reporting

Income and Profit analysis

Different analysis reports for your marketing executive

TDS reports

Money Back Reporting

This section of insurance brokers software SAIBA enables you to track money back policies, so you may intimate your customers about refund and you may assist them in the same.

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