| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 503 |
| Technical Name |
insurance_management_cybro |
| License | AGPL-3 |
| Website | https://www.cybrosys.com |
| Versions | 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
Insurance Management
A Module for Manage Insurance Business.
Explore this module
Overview
This module crafted by Cybrosys Technologies, allows the user to create insurance policies. Insurances can be created under these policies. We can manage the insurance claims and the salary of agents with or without the commission.
Configuration
The accounting localization for the country has to be installed
Features
Create insurance policies for customers
Manage insurance claims and details
Manage salary and commission of agents
Create accounting entries for all
Invoices/ Bills can be created for insurance, claims and the salary/commission of agents.
Screenshots
View and manage customers
Configuration -> Customers
Manage policies
Configuration -> Policies
Create new policies and add the policy details
Manage Agents(Employee)
Agent -> Agent
Create new agent and add the details. The salary type can be selected as fixed, commission or both(salary + commission). The salary payment can be done where the salary is computed based on the salary type selected. The commission is calculated based on the percentage mentioned in the insurances under the agent.
Manage insurances
Insurance Management -> Insurance
Create insurance to customers based on a policy. Add the agent and the commission of agent in percentage. The insurance can be confirmed after adding all required details. Invoice can be created for the insurance.
Manage claims
Insurance Management -> Claims
Insurance claims can be created for the confirmed insurances. Bill can be created for the claim.
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