v 15.0 Third Party 3349
Download for v 15.0 Deploy on Odoo.sh
Required Apps Invoicing (account)
Lines of code 503
Technical Name insurance_management_cybro
LicenseAGPL-3
Websitehttps://www.cybrosys.com
Also available in version v 14.0 v 11.0 v 13.0 v 12.0 v 10.0
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Required Apps Invoicing (account)
Lines of code 503
Technical Name insurance_management_cybro
LicenseAGPL-3
Websitehttps://www.cybrosys.com
Also available in version v 14.0 v 11.0 v 13.0 v 12.0 v 10.0
Community

Insurance Management

A Module for Manage Insurance Business.

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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