Sibro gives provision to add attachments in different stages of the software. The various attachment options available in Sibro are as follows,
You can see and update the client attachments during add & edit of a client; either from the masters or via the prospect or policy request add/edit.
Proposal, Policy & Other Attachments
We have given a separate section for attaching proposal & policy because of their importance. Other related attachments can be uploaded bellow proposal & policy attachments.
When a claim comes, we usually get a set of related attachments from the client. Those claim specific attachments can be easily uploaded to software under the claim documents section.
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