Insurance Management by Globalteckz

by
Odoo

111.78

v 13.0 Third Party 11
Live Preview
Required Apps Invoicing (account)
Lines of code 1720
Technical Name insurance_management_globalteckz
LicenseSee License tab
Websitehttps://www.globalteckz.com/shop/odoo-apps/insurance-management/
Also available in version v 14.0 v 9.0 v 12.0
You bought this module and need support? Click here!
Required Apps Invoicing (account)
Lines of code 1720
Technical Name insurance_management_globalteckz
LicenseSee License tab
Websitehttps://www.globalteckz.com/shop/odoo-apps/insurance-management/
Also available in version v 14.0 v 9.0 v 12.0

Insurance Management Module with Odoo

Insurance Management module with Odoo developed by Globalteckz offers you with powerful features that insurance companies or insurance agency needed this solution for insurance management has been developed the latest version of Odoo to ensure other ERP features can be used as per the requirements. Apart from handling customers, policies, policies time, date of expiry, company details you can also use multiple odoo modules such as Human resource, Accounting, services management, CRM and so on

Insurance Management Module with Odoo

Below is the list of features you gain from our Insurance management module in Odoo
  • Insurance Management module Overview from Menu View.
  • Insurance Branch Details
  • Policy Schemes Details.
  • Agent Details.
  • Customer Details.
  • Policy Register Details.
  • Print Reports
  • Invoice Details.
  • Auto Generate Invoice and send email with invoice attachments.
  • Logs.
  • More Reports.
  • Dashboards
  • Invoice Details.
  • Send Payment Due Email.

Insurance Management module Overview from Menu View:

After installation, You will find the menu as following:

Insurance Management -> Policy -> Policy Quotation (Where you can prepare quotation for particular policy to your customer)

Insurance Management -> Policy -> Customer Details (All the information about the customer) Insurance Management -> Configuration -> Insurance Company (This is nothing but the company who is offering the Insurance )

Adding of Insurance Company or Branch :

Insurance company menu which is a part of configuration you can add the insurance company name from where you are allocating the insurance Here is the view of adding up of Branch registration or adding of insurance company

Adding up of Branch form view Branch Registration menu which is a part of configuration you can add the your company’s branch or sub-branch.

Currency Configurations.

List of all Companies and Details : As an agent or Insurance company you can view all the list of insurance company where you have tie up with you can also see details such as address, contact numbers and so on . . . This part helps you to understand the list quickly from which companies you can offer the insurance schemes to your customer.

Adding Policy Type : - As an insurance company we sold different-different type policy like Personal Insurance , Health Insurance, etc.

An Example of adding Policy type and details.

List of all policies.

Add Policy Schemes : In policy schemes form we can configure insurance policy structure. In schemes form we add schemes details like policy name, type, minimum duration maximum duration, minimum amount, maximum amount, etc..

Below is the form for adding schemes

1. Product Name

2. Policy type

3. Policy Code

4. Minimum duration of the policy

5. Maximum duration for which the policy can be taken

6. Minimum Amount

7. Maximum amount which the policy can be taken

8.Tax in case any

9. Interest rate

10. Adding of Agent

11. Save the scheme.

List Of All Added Schemes :

Agent Details :

Agent Detail is another menu which offers you to create new agent and fill agent details

Agent Form view

List of all your Agents

Customer Details :

Customer Detail is another menu which offers you to create new customer, their policies details, the policy number, expiry dates and so on . .

Customer Form : As you can see we have different fields available here in the customer form where you can enter the details such as address, phone number, tags, multiple contacts, notes, policy details and so on . .

The number of fields can be added based on the requirements

View Customer Policy in Policy Details Tab:

In the policy detail tab you can easily identify the number of policies taken by the customer with details such as policy number, insurer name, end date, renewal date and so on . . .The best thing about this tab is that a single customer may taken different policies from one company or different insurance company which can be easily find out

List of all your customers in one view.

You can directly send email from policy registration functionality.

Put Policy in done stage directly to get the easy monthly installments with due dates.

Here is an example of getting policy number and the Easy monthly installments including the invoices attached

Till the final number of EMI's with due dates EMI amount.

Automated emails - Run scheduler - Every Day automatically run scheduler and generate policy EMI invoice and send email to customer with invoice attachment.

Policy Quotation :

To prepare an insurance policy quotation to your customer you can simply enter all the details you can also set up the payment method as monthly, quarterly and so on . .

After all the details you can save policy directly or for confirmation you can email the quotation directly.

Send email to customer and view all invoice button as well as print report.On click confirm button the Policy detail line will be generated base on number of duration and amount..

Invoice Details:

On click view all invoice button we are navigate to invoice form where all policy quatation invoice alrady created.

Free Support

You will get 15 Days free support incase any bugs or support while installing and testing the module.

At GlobalTeckz we specialize in providing ERP implementation using the best of industry methodology that ensures successful ERP implementation. Be it manufacturing trading or eCommerce industry our resource thirve to make every project success for our clients. Globalteckz is an official partner of one of the leading open source erp solution named as Odoo and have completed more than 50+ implementation across the globe.

If you feel that this module (insurance management) can be helpful for your business feel free to email us on sales@globalteckz.com

Get Help & Support


Help Support Request New Features
Odoo Proprietary License v1.0
This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
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compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).
It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.
The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.
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IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
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IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
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ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
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How can I send you private message?
by
Tom Lanbacher
on 8/28/20, 8:24 AM

How can I send you private message?

Re: How can I send you private message?
by
Globalteckz
on 8/28/20, 10:36 AM Author

Hi,

can you email me on info@globalteckz.com or add me on Skype id : abraar.patel 

thank you 


Policy information in odoo portal is included with this module?
by
Tom Lanbacher
on 8/27/20, 4:10 AM

I'm interested in to this module, is the policy information view for odoo portal part of this module?

thanks for information

Re: Policy information in odoo portal is included with this module?
by
Globalteckz
on 8/28/20, 5:51 AM Author

Hi Tom,

Thank you for your enquiry 

Currently we don't have portal for insurance module, but if you need we can develop 

Thank you