All in one Insurance Management | All types Insurance Management
by TechKhedut Inc. https://techkhedut.com$ 98.84
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Contacts (contacts) • Discuss (mail) • Sales (sale_management) • Website (website) • Calendar (calendar) • Invoicing (account) |
| Lines of code | 40808 |
| Technical Name |
tk_insurance_management |
| License | OPL-1 |
| Website | https://techkhedut.com |
| Versions | 14.0 15.0 16.0 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Contacts (contacts) • Discuss (mail) • Sales (sale_management) • Website (website) • Calendar (calendar) • Invoicing (account) |
| Lines of code | 40808 |
| Technical Name |
tk_insurance_management |
| License | OPL-1 |
| Website | https://techkhedut.com |
| Versions | 14.0 15.0 16.0 17.0 18.0 19.0 |
Insurance Management Features
Advanced Dashboard
The Dashboard displays essential information on policies, claims, customers, agents, and categories, with graphical representations.
Insurance Policy Details
Insurance policy details encompass the specific information outlined within an insurance policy, specifying coverage, terms, conditions.
Policy Terms
Easy to manage policy terms in insurance policies and customise premiums based on the specified policy terms.
Commissions
You have the ability to manage insurance agent commissions, whether fixed amounts or percentages.
Expired Policy Renew Options
Easily renew expired policies with pre-filled details, ensuring convenience and efficiency throughout the renewal process
Reminders
Set reminder days for policy renewal, payments, and expiration, ensuring timely management and adherence to deadlines.
User Roles
Assign user roles like manager or standard user per-user, regulating access and permissions for effective administration.
Website Management
Customers can view insurances and claims, submit claim or renewal requests, print reports, while agents view created insurances.
CRM & Leads Integration
You can directly generate leads through the insurance, streamlining the lead creation process for efficient client acquisition.
Documents Management
You can manage insurance and claim-related documents, simplifying document management for insured policies and claims.
Agents
In agent contact details, manage insurance agents and their commissions, simplifying agent-related information.
Complete claim settlement work flow
Initiate claims seamlessly: State reason, submit documents, and create settlement bill for efficient processing.
Insurance & Claim reports
Conveniently generate insurance and claim reports in PDF format for easy sharing, viewing, and storage of essential data.
Nominee details
Nominees can be added to the policy, specifying their relation to the policyholder and the percentage they are entitled to.
Reinsurance Management
Manage policies, create reinsurance contracts, and process claims billing shared between ceding companies and reinsurers.
Excel Reports
Users can print insurance and claim history reports, along with upcoming insurance expiration reports for easy tracking.
Screenshots
Release
Notes
Multi
Languages
Supports
FAQs
Insurance Management
Advance Dashboard
User settings => select Insurance Manager
Configurations
Policy Category
Life Insurance Policy Details
Policy Sub Category
Policy Time Periods
Insurance Policy
Insurance Policy Details
Policy Price Lists
Policy Description
Policy Terms & Conditions
Insurance For
Insurance For Details
Insured Documents
Claim Documents
Insurance Claim Reasons
Insurance Nominees Relations
ReInsurance Types
Website Management
Quote Request Details
Quote Request Submit
Track Request
Track Request Details
Logged-In Customer Insurance Policies
Logged-In Customer Insurances
Insurance Details
Insurance Claims
Claim Details
Renew Insurance Details
Logged-In Agent Insurance Policies
Agent Involved in Insurances
Insurance Details
Leads
Lead Requests
Lead Request Details
Convert to Opportunity
Create and renew insurance directly from the lead
Agents
Agents
Agent Details
Insurances
Insurances
Insurance Details
Premium Type : Fixed
Premium Type : Installment
Vehicle Insurance Policy Details
Vehicle Images
Payment Details
Installments
Auto Invoice Generation for Installment Reminders
Create Claim
Claim Details
Claim Documents Details
Claim Approved
Generate Claim Settlement Bill
Insurance Claims
All Claims
Cancellation Policy Reminder
Policy Renewal Reminder
Cancellation Policy
Options to Print Report Available
Insurance Report
Vehicle Insurance Report
Policy Category Wise Insurances
Insurance Calendar View
Insurance Pivot View
Insurance Graph View
Insurance Activity View
Claims
List View
Claims Visible by Insurance
Claim Calendar View
Claim Pivot View
Claim Graph View
Claim Activity View
Customers
Customers
Customer Details
Reports
Upcoming Insurance Expiration Report
Insurance History Report
Claim History Report
Release Notes
Version 2.8
July 30, 2025- Customers can view their own insurance records from the front end, including claim records, and they also have the option to directly create a new claim from the front end.
- Customers can request insurance renewal from the front end.
- Customers can now directly print insurance and claim reports from the front end, as well as make invoice payments.
- Logged-in agents can view the insurance records they have created.
- Options are available to export insurance and claim history reports in Excel format.
- Customer renewal requests from leads can be directly converted into insurance renewals.
- Insurance and claims models have been added to Pivot and Graph views.
Version 2.7
July 8, 2025- Dashboard now displays insurance policy expiry details based on the selected timeframe.
- Users can now generate the Insurance Expiry Reminder Excel Report for a selected date range.
Version 2.6
June 25, 2025- Implement functionality to manage reinsurance for insurance policies and to generate claim bills based on insurance and reinsurance agreements.
Version 2.5
June 16, 2025- Added feature to generate invoices for claim fee charges in insurance claims.
- Checking and resolving grammar errors.
Version 2.4
December 6, 2024- Bugs Fixed.
Version 2.3
June 13, 2024- App translation in german language.
Version 2.2
June 6, 2024- Policy provider shown on website only if condition is true.
Version 2.1
May 28, 2024- Attach File from Inquiry Section.
- Visible category only if true on website.
Version 2.0
May 16, 2024- Automatically fills insurance and claim documents based on selected policies.
Version 1.9
April 8, 2024- Bug Fixed.
Version 1.8
March 8, 2024- Using CRM leads to generating insurance.
- Website facilitates creation of quote requests.
Version 1.7
March 2, 2024- New details added regarding insurance and claims processing.
- Added user roles management.
- Invoices auto-generate per set reminder days for installments.
- Automated cancellation based on reminder days after insurance expiry.
Version 1.6
February 9, 2024- Updated dashboard.
Version 1.5
December 7, 2023- Bug Fixed.
Version 1.4
August 9, 2023- App Translation: Spanish, French, and Arabic options now offered.
Version 1.3
July 4, 2023- Agent commission bills have been generated.
Version 1.2
May 31, 2023- An e-mail notification is included in the coverage and the approved claim.
Version 1.1
April 3, 2023- There are several categories of vehicle insurance included.
- Images of vehicles can be uploaded and attached to insurance policy records, provided.
- An vehicle insurance report is included.
Version 1.0
January 13, 2022- Insurance Management New Release.
Multi-Languages
Here are translated
languages list for the app.
We have used the Google translator tool, so it may be erroneous.
For an addition of new language you can contact us at
support@techkhedut.com.
Spanish
Arabic
French
English
User Manual
Request User Manual
Create a Support Ticket
If you face any issue or bug while using our app and the issue is arising due to our app, we provide you free support for 90 days from the date of purchase.
To create a support ticket, please email us at
support@techkhedut.com
Yes, the app works perfectly well with Odoo Community,
Enterprise & Odoo.SH
Odoo ONLINE (Cloud) does not allow to install any third-party apps so
this app won't work with that.
You can contact us at info@techkhedut.com.
Yes, you will get update free of cost & Free support up to 90 days from date of purchase. Make sure modification not includes in free supports except any technical bugs.
TechKhedut Odoo Services
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 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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