SAIBAOnline: Pricing, Free Demo & Features

Last Updated Jul 1, 2026

Overview

SAIBAOnline enables insurance brokerages to manage accounting, policy tracking, and quote comparisons efficiently. Although the platform demands dedicated data-entry teams to process high volumes of transaction data, its centralized system unifies backend processes. Overall, the system serves as a management solution for agencies handling multiple insurance lines.

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Starting Price

Custom

SAIBAOnline Specifications

Policy Management
Premium Billing Management
Broker Management
Customer Management (CRM)
Policy Renewal Management
Compliance Management
Document Management
Customer Portal
Workflow Automation
Reporting And Analytics

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What Is SAIBAOnline?

SAIBAOnline is an insurance management platform designed for direct insurance brokers, available in both cloud-based and on-premises deployment models. Developed by Simson Softwares, the platform brings together sales automation, policy administration, and marketing functions. With built-in renewal automation, pre-sales marketing, and multi-currency accounting features, the software reduces manual workload, improves visibility into prospective business pipelines, active policy statuses, and real-time brokerage finances, and maintains accurate financial and policy records across business processes.

What Is SAIBAOnline Best Known For?

SAIBAOnline’s best feature is SiFAM with built-in multi-currency financial accounting system, making it suitable for insurance brokerages that require structured financial management and reporting. The feature includes insurance premium management, general ledger functionality, cash flow reporting, and financial statements. These capabilities make it suitable for organizations that manage multiple insurance portfolios and financial records.

How Much Does SAIBAOnline Cost?

SAIBAOnline pricing is estimated to range between $70 and $300/user/month, based on typical market benchmarks for similar hybrid insurance broker management solutions. The final cost may vary depending on factors such as user count, deployment type, including cloud or on-premise setup, regional compliance requirements, and the selection of specific operational or accounting modules.

In addition to the base subscription costs, organizations should account for the following expenses:

Implementation And Systems Setup: Generally ranges from $1,500 to $6,500 for standard brokerages and $7,500 to $25,000 for complex enterprise setups
Historical Policy & Accounting Migration: Often estimated at $2,000 to $10,000, based on records volume, active client histories, active policy lifecycle logs
Staff And Broker Training: Typically ranges from $800 to $4,500, determined by the brokerage's total user headcount and distribution models
Carrier Gateway And Custom Compliance Integrations: Usually estimated between $1,500 to $12,000, highly dependent on the scope of API connections with insurers, automated slip distribution needs, multi-carrier quotation mapping, and regulatory formatting requirements

For accurate pricing based on your organization’s needs, it’s recommended to request a custom SAIBAOnline price estimate.

Disclaimer: Pricing references are based on publicly available third-party information and industry benchmarks. Actual costs may vary.

SAIBAOnline Integrations

The software integrates with insurer systems, regulatory reporting tools, accounting systems, and customer portals.

How Does SAIBAOnline Work?

Users can log in to the platform using credentials to access the dashboard and distribution settings. Once logged in, users can proceed with the following steps:

Capture client leads by recording inquiries, tele-calling notes, and managing daily appointments in the built-in relationship module
Generate quotation matrices using system templates, create broker slips, and send quote requests to selected insurance carriers via email
Manage active insurance policies by recording policy details, updating endorsements, tracking co-insurance, and logging installment payments
Automate policy expiration tracking using custom filters and send renewal alerts through SMS and email
Process customer claims for motor, health, or other insurance lines by recording documents, tracking settlement progress, and updating claim status on client portals
Handle brokerage accounting using the built-in accounting feature to manage invoices, maintain cash and bank records, and reconcile multi-currency commissions
Generate compliance and business reports with graphical analytics, track customer claim ratios, and produce statutory reports for regulatory audits

You can also request a free SAIBAOnline demo to understand how it fits into your workflow.

Who Is SAIBAOnline For?

SAIBAOnline is designed for insurance brokerage businesses that manage multiple insurance products such as:

Motor
Health
Property
Engineering
Travel
Home
Life insurance

SAIBAOnline Use Cases

Based on our analysis of SAIBAOnline's capabilities, we have identified key scenarios where this software is a good fit for insurance brokers and brokerage firms:

Multi-Branch Agencies Overcoming Disconnected Policy Records

Large brokerages that handle motor, health, and property lines for regional offices often seek a more connected way to manage customer data. SAIBAOnline could be a strong fit in this scenario, as it enables better coordination across sales outlets and helps teams maintain consistency in how customer interactions are handled.

Large-Scale Distribution Teams Combating Coverage Renewal Lapses

Teams managing large volumes of life and travel policies often need a reliable way to track expirations and reduce missed renewal opportunities. The platform may fit well for these organizations by supporting automated notifications, helping teams maintain high retention rates across regions, and making renewal activities easier to manage.

Insurance Brokerages Standardizing Compliance for Statutory Reporting

Brokerages working in regulated environments often encounter delays when producing reports required by local authorities. The system could be well-suited for these compliance officers because it provides regulatory reports exactly in the formats required by regulators, eliminating custom development overhead and reducing audit risks.

Insurance Agencies Standardizing Pre-Sales Pipelines for Prospective Business

Distributed teams managing tele-calling campaigns and marketing activities often lose track of daily client follow-ups when scheduling systems operate independently. The software may serve as a solution for these coordinators with an in-built CARM module that centralizes daily diary entries and appointment scheduling. It enables agents to organize business portfolios and send automated daily renewal schedules to staff via email.

Is SAIBAOnline Right For You?

If you are an insurance brokerage managing multiple branches, SAIBAOnline supports organizing operations into a structured digital system. The platform addresses disconnected policy records and manual premium distribution issues across general and life insurance lines. By using data encryption and audit trail management, it protects operational security and ensures records align with regional statutory requirements.

The software supports growth across direct and distributor networks, serving esteemed corporate clients like Marsh, Willis, Howden, and Toyota. Organizations moving away from traditional systems can use this platform to standardize field activities and manage billing, claims processing, and multi-line customer engagement within a single system.

Still doubtful if SAIBAOnline is the right fit for you? Connect with us at (661) 384-7070 for personalized guidance.

SAIBAOnline Features

Policy Management

Policy management allows brokers to create, track, and maintain insurance policies across multiple product lines. This feature supports structured policy data handling, enabling better organization of policy details, documentation, and lifecycle updates for improved operational accuracy.

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Business Analysis Reporting

The software delivers detailed business analysis reports, including summary and graphical formats to support better decision making. It enables users to review performance, monitor policy activity, and evaluate operational trends through structured reporting tools that improve visibility across insurance processes.

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Renewal Management

SAIBAOnline identifies upcoming policy expirations automatically using custom department, reference, or risk manager filters. The platform then distributes timely expiration notices across integrated SMS and email channels to prevent renewal gaps.

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Claims Management

The software supports claims management by enabling brokers to record, process, and monitor insurance claims. This feature improves claim tracking accuracy, ensures proper documentation handling, and supports smoother claim lifecycle management across different insurance products.

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Regulatory Reports

The platform generates regulatory reports in formats required by governing authorities, ensuring compliance with industry standards. This feature allows brokers to produce accurate, structured reports without additional customization costs during the SLA period, thereby supporting consistent regulatory alignment and efficient compliance.

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Pros And Cons of SAIBAOnline

A quick look at SAIBAOnline's strengths and weaknesses to
help you decide if it's the right fit

Pros

Simplifies financial audits via native ledger tracking
Maximizes client retention through automated contact tracking
Eliminates coverage gaps using timely renewal reminders
Reduces daily workload through automated workflow
Lowers operating overhead by creating paperless records

Cons

Features limited third-party integrations
Lacks user manuals or self-service documentation
Customer support is somewhat slow

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Frequently Asked Questions

Quick answers to common questions to help you better understand the product, features, and services.

What level of support does SAIBAOnline offer?

SAIBAOnline provides support via phone, email, and contact form.

Does SAIBAOnline offer an API?

Yes, SAIBAOnline offers an API.

Who are the typical users of SAIBAOnline?

The platform is built for direct insurance brokerages managing multi-line portfolios, utilizing specialized SAIBAOnline features across motor, health, property, engineering, travel, home, and life insurance.

What other apps does SAIBAOnline integrate with?

SAIBAOnline integrates with insurer systems, accounting tools, regulatory reporting systems, and customer portals.

What types of pricing plans does SAIBAOnline offer?

SAIBAOnline offers estimated pricing between $70 and $300/user/month. SAIBAOnline features vary by module selection. Get in touch for a personalized SAIBAOnline cost estimate.

Does SAIBAOnline have a mobile app?

Yes, SAIBAOnline offers a mobile app.

What language does SAIBAOnline support?

The software is available in English.