| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Project (project)
• Sales (sale_management) • Discuss (mail) • Invoicing (account) |
| Lines of code | 2384 |
| Technical Name |
all_in_one_insurance_management |
| License | OPL-1 |
| Versions | 11.0 12.0 13.0 14.0 15.0 16.0 17.0 |
Odoo All In One Insurance Management App
Odoo All In One Insurance Management App provide all Below features :
1.Dashboard: The insurance management app includes a dashboard that provides an overview of key metrics and data related to insurance policies, claims, customers, and agents. It gives you a quick snapshot of the overall performance and status of your insurance operations.
2. Insurance Policies: The app enables you to create and manage insurance policies. You can define policy categories, subcategories, and various parameters specific to each policy type, such as coverage limits, premium amounts, deductibles, and policy terms.
3.Agent Management: The app provides functionality to manage insurance agents. You can store agent details, commission structures, performance metrics, and assign agents to specific policies or customers. This feature helps you track agent performance, monitor commissions, and manage agent-client relationships.
4. Claims Management: The insurance management app facilitates the processing of insurance claims. It allows you to record and track claims, attach relevant documents, communicate with customers, and manage the entire claim lifecycle from submission to settlement. This feature streamlines the claims process and improves customer service.
5. Policy Term Management: You can define and manage policy terms, including duration, renewal dates, and any associated terms and conditions. The app can generate reminders for policy renewals and handle automated processes for renewing or canceling policies.
5. Reporting and Analytics: Includes reporting and analytics features to generate insights from your insurance data. You can generate reports on policy performance, claim statistics, agent productivity, customer demographics, and other relevant metrics. These insights help you make informed decisions and optimize your insurance operations.
User Right
Set user right for insurance management like user and admin
Dashboard
Details dashboard like insurance, claim and agent wise data
Insurance
User can create different type of insurance
Claim
User can create insurance's claim
Report
Different type report for insurance and claim
Agent And Customer
User can create agent and customer in it menu.
Description
User Right
Set user right for insurance management like admin/user
Dashboard
Agent
Customer
Policy Category
Create policy category with insurance type
Policy Sub Category
Create policy sub category with policy category
Insurance Time Period
Insurance Policy
Create insurance policy and set policy category, sub category, policy term and policy amount
Insurance Nominee
Insurance Buying For
Document Type
Insurance With Premium Type Is Fix
If premium type is fix then system generate fix invoice in fix invoice button and state is change to running
After this create claim button is visible and invoice is created
Report for fix premium type
Insurance With Premium Type Is Installment
If premium type is installment then onclick installment invoice button then installment is generated in line and state is change to running
User can create a line wise invoice in create invoice button in installment line
Report for installment premium type
Create Claim Wizard
When state is running then onclick create claim button and this wizard is open
Redirect to Invoice In Insurance
Onclick invoice smart button then related invoice is open
Claim
User can create claim in insurance and claim menu and reason of claim
Policy details of claim
Policy document of claim
When onclick on approve button then if document is not varify then give validation error else state is approve
Onclick claim bill then agent bill generate
Claim Report
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edgetechnologies.odoo@gmail.comOdoo 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 modules under the license of your choice, provided that this license is 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. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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