Insurance Website Request

The Insurance Management System in Odoo allows public users (without login) to request an insurance policy directly through the website.

Main Features:

• Users can visit the "Insurance Request" page and choose the insurance plan they want, such as Health Insurance, Life Insurance, etc.
• After clicking "Get Request", the system opens a form where users can fill in their name, email, phone number, insurance type, and policy period.
• Users can also view important information like terms, conditions, and policy details at the bottom of the page before submitting the request.
• Once submitted, the system shows a Thank You page, confirming that the request has been created successfully and will be processed soon.
• In the backend, the admin receives this request as a lead, with all the details entered by the user. The admin can view the insurance information, convert the lead to an opportunity, and continue the policy creation process.

Insurance Request

Insurance Inquiry Form

Request Submitted

Insurance Policy Lead Generated

Insurance Lead and Pipeline

This Odoo application helps you manage the whole insurance request process, from a public user's request to creating the final insurance policy.

Main Features:

• Public users can submit insurance requests from the website by filling out a simple form with their personal and policy details.
• Once submitted, the system creates a lead in the backend with all the information entered by the user.
• The insurance team can then review the lead and click "Convert to Opportunity" to take the request to the next stage in the CRM pipeline.
• After qualifying the opportunity, the team can click "Create Insurance Policy" to generate a complete insurance record for the customer.
• On the policy screen, the admin can confirm the policy, send confirmation emails, and manage everything, including the policyholder's details, agent info, commission, documents, terms, checklist, and more.
• All key information, such as medical history, nominee details, and policy documents, can be entered and tracked in organized tabs.

Lead of Insurance Policy

Pipeline of insurance Policy

Insurance Policy

Insurance Policy & process

The Odoo Insurance Management System makes it easy to handle the entire policy process, from customer requests to confirmation and follow-up, all from the CRM pipeline.

Main Features:

• You can start the journey from a CRM lead or opportunity. As seen in the first image, once a customer submits an inquiry (like "John Doe"), you can easily convert it into an insurance policy by clicking the "Create Insurance Policy" button.
• After generating the policy, you can review and confirm all details, such as customer info, insurance type, policy category, agent details, pricing, terms, and documents.
• Use the "Confirm" button to validate the policy and click "Send Insurance Mail" to email the policy confirmation directly to the customer.
• The system automatically sends a welcome email to the customer, making the onboarding process smooth and professional.
• Admins or managers also receive a detailed internal notification email with a quick link to view the insurance policy.
• You can manage and monitor all active, expired, or refunded policies in one place using the list view, kanban view, calendar view, and pivot view. These views allow you to quickly track the number of policies by type, status, customer, or agent.
• You can also generate visual insights using the graph view, helping you better understand customer trends and agent performance.
• Finally, use the Insurance Report button to print detailed insurance reports with one click, ideal for records and customer copies.

Convert Insurance policy pipeline into the insurance policies

Insurance Policy

Send Insurance Policies welcome mail to the customer

Insurance Policy Confirmation Mail

Insurance Policy List View

Insurance Policy Kanban View

Insurance Policy Calender View

Insurance Policy Pivot View

Insurance Policy Graph View

Insurance Policy Report Print From Here

Insurance Policy Report

Insurance Installments flow

This Odoo app helps manage insurance policy installments based on the selected policy term. You can generate installments, create invoices, and track payments easily from the policy form.

Main Features:

• Create instalments based on the policy term (e.g., monthly, yearly) using the Generate Installment button.
• Confirm the policy with a single click to change the status from Draft to Confirmed.
• Validate the policy to move it to an Open state and activate installment tracking.
• View all generated installments under the Insurance Payment tab, with details like due dates, amounts, and status.
• Generate invoices for each instalment using the Create Invoice button next to each due date.
• View or open existing invoices directly from the instalment lines.
• Confirm the invoice and mark it as Paid after receiving payment.
• Use the Register Payment button to record the payment for each invoice.
• Track each instalment's payment status in real-time, whether it's Paid or Unpaid.
• Maintain a clear record of all financial transactions linked to the policy for easy reference and reporting.

Confirm the insurance policy

Generate Insurance Policies Installment

Move the insurance policy from Approved to Open stage

View all installments, including paid and unpaid, and create invoice for this insurance policy

Confirm the insurance policy installment invoice

Register The installment payment

Paid Invoice

View all paid and unpaid installment details

Insurance Due reminders

The Odoo Insurance App sends reminder emails to customers for unpaid instalments before the due date. You can easily configure how many days in advance the system should send the reminders.

Main Features:

• Set a reminder for days easily using the Instalment Reminder Days menu. You can define how many days before the due date the customer should receive a reminder (e.g., 2, 3, 4 days).
• The system checks the instalment due dates based on the policy's issue date and term period. If the payment is still marked as "Unpaid" when the due date is near, a reminder is triggered.
• A clear email reminder is sent to the customer with the instalment reference, amount, and due date (Image 3). The message asks the customer to pay immediately or ignore it if they have already paid.

Insurance Policy installment reminder Configuration Days

Insurance Policy Form

Insurance Policy installment due reminder mail

Insurance Policy Portal-Client

The Insurance Policy Portal enables customers to view, manage, and interact with their insurance policies online. Customers can log in and view active and expired policies, view full policy details, and perform operations such as downloading or providing feedback. The interface is simple, intuitive, and structured for ease of experience.

Main Features:

• Customers can check their insurance policy list by logging into the portal.
• View full details of each insurance policy like coverage, premium, issue & expiry date.
• Search policies by number or name, and sort/filter based on issue date, policy name, or state.
• Policies can be grouped by type (e.g., Health, Life) for better clarity.
• Download or print the insurance policy document from the portal.
• Customers can give feedback and ratings after reviewing their insurance experience.
• View the policy PDF with complete details, including policyholder info, nominee data, medical history, and terms.
• Feedback submitted by customers is visible inside the backend in the policy's rating section.

Insurance Policy Customer Portal

List of Insurance Policies Taken by This Customer

List of Insurance Policies Group by: Insurance Policy and Sory by : Issue Date

List of Insurance Policies Search By : Insurance Policy Name

Customer Insurance Policy Details

Download Insurance Policy

Print Insurance Policy

Submit Rating and Feedback Of Insurance Policy

Submit Rating and Feedback Of Insurance Policy

Insurance Agent Commission Flow

This feature helps manage the entire commission process for insurance agents, starting from assigning agents to a policy, generating commission bills, confirming and paying those bills, and allowing agents to track their total commissions from their profile. It makes the billing and payment process for agents smooth and accurate while also keeping everything recorded and organized.

Key Features:

• Generate Commission Bill from Insurance Policy
  • When an insurance policy is created and confirmed, you can click the "Generate Commission Bill" button to create the bill for the agent.
  • As shown in the first image, this button is directly available in the policy form for quick access.
• Agent Details Displayed on Policy
  • The agent's name, commission type (fixed/percentage), and commission amount are shown inside the insurance policy under the Agent Details section.
  • This helps keep the commission information visible and transparent to the user.
• View and Open Linked Commission Bills
  • Once a commission bill is created, it can be accessed through the "Commission Bill" smart button on the policy form.
  • Clicking on it takes you directly to the generated vendor bill for the agent.
• Commission Bill Draft with Reference
  • The commission bill opens in draft mode, and the "Bill Reference" field links it back to the specific insurance policy.
  • This helps trace which policy the commission is for, ensuring proper accountability.
• Confirm and Post the Commission Bill
  • Once reviewed, you can Confirm the bill with a single click.
  • The bill then moves to the Posted state, making it ready for payment.
• Register Payment for Agent Commission
  • After posting the bill, you can easily register the payment to mark the agent's commission as paid.
  • This can be done using the "Register Payment" button on the vendor bill screen.
• Bill Status Changes to PAID
  • Once the payment is registered, the bill shows a "PAID" tag in green.
  • This gives explicit visual confirmation that the agent has received their commission.
• Track All Commission Bills from the Agent's Profile
  • Inside the agent's contact form (partner form), you can enable the "Agent" checkbox to identify the person as an agent.
  • Under the "Commission Bills" tab, a list of all bills generated for that agent is shown with reference numbers and amounts.
  • This gives you a complete view of the total commissions paid or pending per agent.

Generate Commission Bill

View Generated Commission Bill

Confirm the commission bill

Register insurance policy commission payment

Paid Commission Bill

Agent Form View

Insurance Agent Commission Portal

The Agent Commission Portal gives insurance agents a personal dashboard to view all the policies they've handled. Agents can easily check their commission details, download PDF summaries, and manage communication with the company all from one place.

Key Features:

• Track Total Policies and Commissions
  • Agents can see how many policies they have handled and view their total commission bills from their contact profiles
• Access Agent Portal from the Website
  • Agents can log in to the customer portal and click on the "Agent" button to view their assigned policy and commission records.
• List of Policies with Commission Info
  • Agents get a clear list of insurance policies they manage, showing customer name, commission type, amount, and policy status.
• Detailed View of Agent Commissions
  • From the agent detail page, agents can download or print a full breakdown of their policy and commission.
• PDF Report for Each Agent
  • Agents can generate and download a neat PDF document that shows their name, customer, commission type, amount, and related insurance policy information.

Agent Form View

Agent Portal

List View of Insurance Policies Handled by Agents

Form View of Insurance Policies Handled by Agents

Download Agent Details

PDF Print : Agent Details

Insurance Claim Website Request

This functionality allows customers to file insurance claims from the website with a click of a button. Customers can see their policy information, enter the claim amount, and make the request without stepping foot into the office. The request gets saved in the backend once it is made and is monitored by the admin team.

Key Features:

• Customers can view policy details like the sum assured, expiry date, and coverage from the portal.
• Users can submit an insurance claim easily using the "Claim Insurance" button.
• A popup form allows entry of the claim amount and claim date for the selected policy.
• Upon submission, a claim request number is generated and shown as confirmation.
• Admins can review claim details such as reason, amount, policy reference, and status.
• A View claims in multiple ways: Kanban, List, Calendar, Pivot, and Graph views.
• Print the Insurance Claim Report directly from the claim record.

Customer Insurance Detail from view

Claim Request Detail

Request Submitted

View Claim Request

Kanban View Of Insurance Claims

List View Of Insurance Claims

Calender View Of Insurance Claims

Pivot View Of Insurance Claims

Graph View Of Insurance Claims

Insurance Claim Report Print

Insurance Claim Report

Insurance Claim Tracking

Customers can monitor the status of their insurance claims online. Using the claim reference number, they can see all claim information, including the policy number, claim date, claim amount, and status of the claim. This makes it easy for users to stay updated without needing to call or email support.

Key Features:

• Customers can enter their claim reference number to check status updates instantly.
• The system displays a Claim Status Overview showing the policy number, claim date, amount, and current status (like Draft, Submit, Approved).
• An easy-to-understand summary helps customers know exactly where their claim stands.
• All claim data is linked to the backend, so the status is always up to date.

Customer Claim Request Tracking Portal

Customer Claim Status Overview

Claim Form View

Insurance Claim Portal- Client

The Customer Claim Portal lets users easily view all their insurance claims in one place. They can check how many claims they've submitted, open any claim to see full details and download or print documents when needed. It also offers sorting options to help organize claims by date, status, or other filters.

Key Benefits:

• They can click the Claim button to follow, view, or print their claim details.
• Customers will see a list of all their insurance claims with more information, like policy name, claim date, amount, and status.
• This helps users track all claim submissions in one place.
• By clicking a claim, users can open the form view and see complete information like customer name, policy type, claim amount, and claim date.
• Users can also download or print claim details directly using the buttons shown beside the claim reference number.
• A PDF report is also available with full policyholder info, policy terms, and claim details.
• This report helps customers save or share official claim documentation.

Customer Claim Portal

Customer Claim list

Customer Claim Detail

Download the Claims Details

Print the Claims Details View

Policy Expiry notification

The system reminds customers via email when their insurance policy is about to expire. You can set how many days before the expiry the reminder should go out, helping customers take action in time to renew or follow up.

Key Features:

• Set Reminder Days
  • From the Insurance settings, admins can configure how many days before expiry the reminder should be sent. In this example, the reminder is set to 2 days before the policy expires.
• Track Policy Expiry Date
  • Each insurance policy displays its expiry date. For example, John Doe's policy expires on 13-12-2025, and the system uses this data to calculate when to send the reminder.
• Auto Email Notification
  • The system sends a friendly reminder email to the customer. The email mentions the policy number (INS/2025/0018) and the expiry date so the customer knows which policy is expiring and when.

Policy Expiry Email Configuration

Insurance Policies Form View

Insurance Policy Expiration Mail

Policy Renewal Request

Customers can easily renew their expired insurance policy directly from the website. If the policy has expired, it will show the status as "Expired" in the system. The customer needs to go to the Policy Renewal Request page, enter their policy number, and click search. After that, the system will show the insurance details, and the customer can proceed by clicking the "Proceed to Renewal" button. Once the request is submitted, a thank-you message is displayed. In the backend, a new renewal lead is created automatically, linked to the expired policy for follow-up by the team.

Key Features:

• Customers can submit renewal requests from the website
• The expired policy gets auto-linked to the new renewal request
• Insurance details are fetched using the policy number
• A confirmation message is shown after the request submission
• Renewal request saved in the backend with full details for admin review

Expired Insurance Policies

Policy Renewal Request Portal

Policy Renewal Request Detail

Renewal Request Submitted

CRM lead linked with renewal request and existing policy

Insurance Policy Refunds

Customers can request a refund for a cancelled insurance policy. Admins can configure refund rules based on how many days the policy has been active and the policy category. Once a refund is initiated, the system calculates the refund amount, generates a credit note, and sends a confirmation email to the customer.

Key Features:

• Set Refund Rules Based on Duration and Category
  • Admin can create refund rules by setting minimum and maximum days and the refund percentage for each range.
• Apply for Refund from Policy Form View
  • Users can click the Refund button directly from the policy form to initiate the refund process. View Refund Requests The refund record is linked to the policy and is visible under the Refunds tab.
• Refund Details Based on Rules
  • The refund amount is auto-calculated according to the refund rule selected and shown with policy and customer details.
• Approve Refund Request
  • Admin can approve or reject the refund. Once approved, the status changes and the next step begins.
• Refund Confirmation Email to Customer
  • Once approved and marked as refunded, the customer receives an email with refund confirmation and the amount.
• Credit Note Generation
  • A credit note is automatically created for the refund and is visible under the refund record.
• Register Payment for Credit Note
  • After confirming the credit note, the admin can register the payment to complete the refund.

Refund Rule Configuration

Insurance Policy Form

View Refund details

Approve the Refund for insurance Policy

Refund The insurance policy

Generate the credit note of this insurance policy

Register Payment

Timesheet entry successfully created

Refund policy mail

Insurance Report

Users can easily view and analyze their insurance data through different types of reports. The visual dashboard helps understand trends, policy distributions, and activity over time. You can see policy categories in charts, track installment payments, check claim history, and review policy activities in one place.

Key Features:

• Insurance Analysis Dashboard
  • Visual charts show the number of policies under each insurance type, like health or life insurance.
• Policy Installment Summary Report
  • Lists all policy instalments with customer name, payment dates, and amount.
• Policy Claim History Report
  • Displays claim numbers, dates, amounts, and claim statuses like Draft, Approved, or Rejected.
• Insurance Policy History Report
  • Tracks all policy numbers, types, issue dates, and current statuses such as Open, Approved, or Rejected.
• Filter Reports by Date
  • Users can set a date range to focus on specific reporting periods.
• Easy to Download and Understand
  • Reports are in a clean layout, ready for download and sharing for analysis or audits.

Insurance Analysis Report

Insurance Policies Installment Summary Report

Insurance Policies Claim History Report

Insurance Policies History Report

Insurance Configuration

This is where you can control and set up your insurance system in its entirety, ensuring proper organization for policies, claims, and renewals.

• Insurance Policy Configuration:
  • Create new types of insurance, such as Health, Life, or Vehicle, with categories and subcategories to handle various plans.
• Insurance Policy Tags:
  • Tags like Health, Life, Fire, or Accident can be created and colour-coded to identify and filter policies visually.
• Policy Category & Subcategory:
  • View and manage a list of policy categories and subcategories like Senior Citizen Health, Term Life, etc., making it easy to group and classify different policy types.
• Policy Document & Claim Document:
  • Maintain a list of documents required for insurance (e.g., Aadhar Card, License) and claims (e.g., Medical Report, Vehicle License) to document collection and validation.
• Policy Terms & Claim Terms:
  • Define standard terms and conditions for both policies and claims (e.g., eligibility, duplicate claims) to keep the process transparent and legally compliant.
• Claim Reason:
  • Predefine claim reasons such as Accidental Injury or Hospitalization due to illness for quicker claim processing.
• Policy Renewal Document:
  • Upload necessary documents for policy renewal (e.g., payment receipt or old policy copy) to simplify the renewal process.

Insurance Policies Configuration

Insurance Policies Tags Configuration

Insurance Policies Category

Insurance Policies Sub Category

Policies Document

Claims Document

Policy Terms and Condition

Policy Claim Terms and Condition

Claim Reason

Policy Renewal Document

Policy Terms

Nominee Realations

Installment Reminder Days

Redund Rules

Survey Template