For reinsurance brokers
Reinsurance broker software that runs the whole broking house.
SARBOnline was built for reinsurance brokers first. Placing, accounts, credit control and compliance teams work on the same records, from the first enquiry to the books, with nothing typed twice.
Why brokers move to SARBOnline
Most broking houses run placement in email and Word, closings in spreadsheets and accounts in a separate ledger. Every hand-off is a chance to re-key a figure wrongly or lose a subjectivity. SARBOnline replaces those hand-offs with one flow of data.
- Microsoft Word and Collabora Online integrated: broker, quotation and placing slips, cover notes, endorsement slips and addendum cover notes from templates per class, sub-class and market
- Placement on screen: each reinsurer line with share, rate and status, and quotation requests emailed from the system
- Closings generated from the placement and approved internally before they leave the house
- Credit control with PPW and PPC dates, ageing and chase mails sent from the record
- Fiduciary and corporate accounts in SiFAMs, posted automatically from every step
Facultative and treaty in one system
Facultative risks and treaty programmes share the same parties, templates and accounts. A broker can see every placement with a cedant across both lines, and finance sees one statement of account per party.
Proportional and excess of loss business are both supported end to end, including endorsements, claims and cash losses.
Built for the way broking houses are organised
Branches, teams and relationship managers are set up once. Access rights follow the organisation, so a placing team in one office sees its own book while management sees the whole house. Single sign-on works with Microsoft Entra ID and Okta.
Questions
Frequently asked.
Does SARBOnline handle both facultative and treaty placements?
Yes. Facultative and treaty business, proportional and non-proportional, run in the same system with shared parties, templates and accounts.
Can we keep our own slip wording?
Yes. Broker, quotation and placing slips, cover notes, endorsement slips and addendum cover notes are generated from pre-defined templates for each class and sub-class of risk, for each market, and edited in Microsoft Word or Collabora Online.
How does accounting connect to placement?
Every closing, debit and credit note posts a voucher to SiFAMs, our multi-currency accounting system, so finance never re-keys broking transactions.
See SARBOnline on your own business.
Bring a live slip, a treaty statement or last quarter's collections. We will walk it through the system with your team, in your time zone.