| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 518 |
| 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 |
Insurance Management
A Module for Manage Insurance Business.
Explore This Module
Overview
Configuration
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 -> Claims
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 -> 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.
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