Detailed Comparison
Vantage vs Saiba
An in-depth, feature-by-feature comparison to help you make an informed decision
Choosing the right core system can decide how fast your brokerage grows. SAIBA is a proven ERP for insurance brokers; Vantage is a modern, AI-native platform that automates policy entry, invoicing and analytics. Use the comparison below to quickly see where they’re similar—and where Vantage gives you a sharper, more automated way to run your broking business.
| Feature | Vantage | Saiba |
|---|---|---|
| Core Broking Operations | ||
| Policy Creation & Administration | Advanced AI for Policy Entry | Generic Policy Entry |
| Endorsement Management | Smart Endo-type detection | Yes |
| Renewal Management & Alerts | Dedicated Dashboards + Journeys + Email Workflows | Renewal lists only + Basic Email |
| Document Management & Policy Repository | Yes | Yes |
| Claims Registration & Tracking | Centralised claims, linked to analytics & tracking | Claims registration & tracking |
| AI, Automation & Smart Workflows | ||
| AI-Driven Policy Entry | AI Policy entry with checks | Manual entry |
| AI-Based Policy Validation & Error Checks | AI + Rule-based checks | Basic Checks only, no AI insights highlighted |
| Vantage Intelligence | AI engine that turns raw data into smart, actionable insights | Not Available |
| AI-Assisted Quotation & Term Comparison | AI reads quotes, builds side-by-side comparisons and highlights key differences | Not Available |
| Sales Management | ||
| Account & Contact 360° View | Single view of policies, claims, invoices, RMs & tasks for each account | List view only |
| Lead & Opportunity Management | Built-in lead & opportunity tracking tied to policies and RMs | Lead/prospect handling via CRM/CARM modules |
| Sales Pipeline & Activity Tracking | Visual pipeline & activity timeline linked to RMs and accounts | Activity logs & follow-ups via CRM; less pipeline-focused |
| Follow-up & Reminder System | Smart follow-ups & reminders for renewals, quotes & tasks | Legacy follow up system |
| Invoicing, Brokerage & Finance | ||
| Invoice / Debit–Credit Note Generation | Available | Available |
| Automated Invoicing | AI Based and invoice reconciliation from policy and endorsement | AI invoicing not available |
| Co-broking & Co-Insurance Management | Robust shareholding module | Legacy shareholding module |
| IRDAI-Oriented Reports | One click support for IRDAI-style reporting. | Reports manually created |
| Dashboards, Reporting & Analytics | ||
| Detailed Portfolio Dashboards | Live dashboards + AI-ready analytics | Summary views only |
| Renewal & Installment Dashboards | Simple, visual view of all renewals & new-business pipeline | Renewal lists & reports; less visual pipeline focus |
| Claims Ratio & Loss Analytics | Clear view of claims ratios & loss trends by client, LOB & insurer | Claims reports available; less focused on visual loss analytics |
| Custom MIS / Report Builder | Flexible filters, saved views & easy Excel exports | Extensive reports |
| User Experience & Security | ||
| Audit Logs & Activity Tracking | Detailed logs for key actions across policies, invoices & users | Audit trails available as part of ERP; less visible to end users |
| Data Security, Backups & Encryption | Cloud-grade security with encryption & daily backup | Security and Backup extended to infra provider |
| User Roles, Permissions & Access Control | Fine-grained roles & policy/account-level access control | Role-based access; traditional ERP-style permission setup |
| Modern Web UI & Mobile Responsiveness | Fresh, SaaS-style UI that adapt across devices | ⚠️ Functional ERP with partial responsive UX |
Core Broking Operations
Policy Creation & Administration
Vantage
Advanced AI for Policy Entry
Saiba
Generic Policy Entry
Endorsement Management
Vantage
Smart Endo-type detection
Saiba
Yes
Renewal Management & Alerts
Vantage
Dedicated Dashboards + Journeys + Email Workflows
Saiba
Renewal lists only + Basic Email
Document Management & Policy Repository
Vantage
Yes
Saiba
Yes
Claims Registration & Tracking
Vantage
Centralised claims, linked to analytics & tracking
Saiba
Claims registration & tracking
AI, Automation & Smart Workflows
AI-Driven Policy Entry
Vantage
AI Policy entry with checks
Saiba
Manual entry
AI-Based Policy Validation & Error Checks
Vantage
AI + Rule-based checks
Saiba
Basic Checks only, no AI insights highlighted
Vantage Intelligence
Vantage
AI engine that turns raw data into smart, actionable insights
Saiba
Not Available
AI-Assisted Quotation & Term Comparison
Vantage
AI reads quotes, builds side-by-side comparisons and highlights key differences
Saiba
Not Available
Sales Management
Account & Contact 360° View
Vantage
Single view of policies, claims, invoices, RMs & tasks for each account
Saiba
List view only
Lead & Opportunity Management
Vantage
Built-in lead & opportunity tracking tied to policies and RMs
Saiba
Lead/prospect handling via CRM/CARM modules
Sales Pipeline & Activity Tracking
Vantage
Visual pipeline & activity timeline linked to RMs and accounts
Saiba
Activity logs & follow-ups via CRM; less pipeline-focused
Follow-up & Reminder System
Vantage
Smart follow-ups & reminders for renewals, quotes & tasks
Saiba
Legacy follow up system
Invoicing, Brokerage & Finance
Invoice / Debit–Credit Note Generation
Vantage
Available
Saiba
Available
Automated Invoicing
Vantage
AI Based and invoice reconciliation from policy and endorsement
Saiba
AI invoicing not available
Co-broking & Co-Insurance Management
Vantage
Robust shareholding module
Saiba
Legacy shareholding module
IRDAI-Oriented Reports
Vantage
One click support for IRDAI-style reporting.
Saiba
Reports manually created
Dashboards, Reporting & Analytics
Detailed Portfolio Dashboards
Vantage
Live dashboards + AI-ready analytics
Saiba
Summary views only
Renewal & Installment Dashboards
Vantage
Simple, visual view of all renewals & new-business pipeline
Saiba
Renewal lists & reports; less visual pipeline focus
Claims Ratio & Loss Analytics
Vantage
Clear view of claims ratios & loss trends by client, LOB & insurer
Saiba
Claims reports available; less focused on visual loss analytics
Custom MIS / Report Builder
Vantage
Flexible filters, saved views & easy Excel exports
Saiba
Extensive reports
User Experience & Security
Audit Logs & Activity Tracking
Vantage
Detailed logs for key actions across policies, invoices & users
Saiba
Audit trails available as part of ERP; less visible to end users
Data Security, Backups & Encryption
Vantage
Cloud-grade security with encryption & daily backup
Saiba
Security and Backup extended to infra provider
User Roles, Permissions & Access Control
Vantage
Fine-grained roles & policy/account-level access control
Saiba
Role-based access; traditional ERP-style permission setup
Modern Web UI & Mobile Responsiveness
Vantage
Fresh, SaaS-style UI that adapt across devices
Saiba
⚠️ Functional ERP with partial responsive UX
In case any comparison point is wrong, please reach out for corrections at support@vaatun.com
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