SAIBA CRMTurn leads into relationships
Keep individual and business leads organised, with local identity fields and forms that fit your market.
THE CRM BUILT FOR INSURANCEMore relationships.
More relationships.
Fewer loose ends.
Room to grow.
Bring your leads, policies, renewals and commissions together. Give your agency the clarity to focus on what matters: your customers.
15 days free · No credit card required
A clearer view of your business
Workspace / Overview
YOUR BUSINESS, AT A GLANCE
This monthGood morning, Alex ✦
Active policies1,284↗ 12.8% this month
Open leads8624 ready to follow up
Renewals due32Next 30 days
Your book is growing Policies
Upcoming renewalsView all ↗
RK
Riya KapoorMotor insurance
Due in 7 daysJM
James MwangiBusiness insurance
Due in 12 daysEvery renewal. On your radar.Build lasting customer relationships.
Built on the experience of SAIBAOnline
450+brokers, agents & banks
30+countries worldwide
Global experience.
Local understanding.
Local understanding.
ONE WORKSPACE. YOUR ENTIRE AGENCY.Less admin.
Less admin.
More forward momentum.
Insurance-first workflows with the flexibility to match how you actually work.
Know every customer
Convert a lead in one click; all data and history transfer to the customer record automatically.
Stay ahead of renewals
Track every policy, get ahead of renewals, and never let a customer lapse.
See what you’ve earned
Know exactly what you have earned and what is still due across insurers.
Make it work your way
Rename fields, add sections and add fields on the page — no developer needed. Lead changes flow to Customer.
Keep customer data protected
Manage sensitive customer information with encryption at rest and in transit, and regional data residency.
A SIMPLE STARTA better working day
A better working day
starts here.
From your first lead to your next renewal, make every step count.
1
Start your 15-day trial
Pick your country — masters, currency and field labels are set up for you instantly.
2
Add leads & policies
Use insurance-ready forms or tailor them to how your agency works.
3
Grow with renewals
Automated renewal visibility and commission tracking keep revenue flowing.
PLANS THAT GROW WITH YOU
Your agency. Your plan.
Local pricing for your country. Every plan includes a 15-day full trial.
Explore monthly, 6-month and yearly plans. Every plan includes a 15-day trial. Contact our team for local pricing.
No free tier — but every plan starts with a full 15-day trial. No credit card needed to start.
Make room for
your agency’s future.
Start your free 15-day trial today — no credit card required.
Create your accountGDPR-mindedOWASP Top 10 awareEncrypted at rest & in transitData residency