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v 16.0 Third Party 13
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Lines of code 1348
Technical Name insurance_management
LicenseOPL-1
Websitehttps://www.browseinfo.com/demo-request?app=insurance_management&version=16&edition=Community
Versions 8.0 9.0 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Lines of code 1348
Technical Name insurance_management
LicenseOPL-1
Websitehttps://www.browseinfo.com/demo-request?app=insurance_management&version=16&edition=Community
Versions 8.0 9.0 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0
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Insurance Management Module Odoo Apps

In insurance management module you can save all details about insurance,due dates of insurance,customers for that and payment details of premium.

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Manage Insurance.

User can create and manage insurances.

Insurance Report.

User can generate PDF report for insurance.

Insurance Payments.

User can track the number of payments done by customer.

Insurance Remainder Mail.

Insurance premium payment remainder mail will sent to customer based on payment follow-ups.

Insurance Configuration

Insurance Department


Insurance Frequency


Insurance Issuer


Create Insurance

User can create new insurance by entering contact information, department information, insurance dates and other information, and see in "Draft" state, User have to click on "Open" button.


Insurance Payments

User can track the number of payments done by customer at which date and how much amount is paid by the customer for insurance under payment tab.

Send Insurance Remainder

User can send insurance premium payment reminder to the customer via mail for that you have to choose the date when you want to send reminder and it will automatically sends reminder of payment to all customer the gap between sending the reminder will be according to follow-up-levels of you company.


Insurance Remainder Email

User can see due insurance remainder email send to user.

Insurance Report

User can also generate insurance report for all insurance or selected insurance.


User can see generated insurance pdf report.


Payment Follow-ups

You can also set followup setting regarding your company rules. It includes that when to send what reminder to customer according to starting or ending date of insurance. You can also set levels of sending reminder so it will automatically send reminder to customer of their payments.You can select gap between sending reminder and chose template of email which will sent to customer.

Version : 16.0.0.0
20 October 2022

Initial release of the app.


Can I Use this module with Odoo Online ?

This Odoo app can not be used with Odoo Online (SaaS).

Do I got free support when I buy an App ?

Yes, 60 Days Free Support Is provided with module in case any bug or issue with module.

Do I have to buy module for each version ?

Yes, Starting version 13.0, Every version of the module is sold separately.

How can I install the module I bought ?

You need to copy paste the module that is inside the zip file to your addons folder. If you are installing the module into an existing database, you need to enable the Technical Features to click on Apps > Update Modules List. Your new module will now appear in the list of modules that you can install.

The module I bought doesn't work, What should I do ?

Please raise your ticket to use on ticket@browseinfo.in We will back to you shortly.

Get Support, For Free!

60 Days Free Support


In case any bugs or issue (Except data recovery)

At Browseinfo we offer end to end solution for Odoo services. Which includes analysis & consultation on the workflows and integration part.

Have Any Question ?

+91-6351620270

Write Email

Sales : sales@browseinfo.in
Support : ticket@browseinfo.in


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Explore comprehensive Odoo solutions with our expert team at Browseinfo. As your trusted Odoo Gold Partner, we provide top-tier services including Odoo customization, development, migration, implementation, training, and ongoing support.


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