Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
Lines of code | 835 |
Technical Name |
insurance_management_cybro |
License | AGPL-3 |
Website | https://www.cybrosys.com |
Versions | 16.0 10.0 11.0 12.0 13.0 14.0 15.0 17.0 |
Insurance Management
Module allows the user to create insurance policies,manage the insurance claims and the salary of agents with or without the commission.
Key Highlights
Create insurance policies for customers
Insurances can be created under these policies
Manage insurance claims and details.
We can manage the insurance claims and the salary of agents with or without the commission.
Create accounting entries
Approval Invoices/ Bills can be created for insurance, claims and the salary/commission of agents.
View and manage customers
Configuration > Customers.
Manage policy types,create new policy types
Configuration > Policy Types
Manage Payment Types of different policies
Policy Management
Create new Policy with Policy type, Payment type and policy amount under configuration.
Employee Management
Create new agent and add the details. The salary type can be selected as fixed, commission or both(salary + commission) and specify the Base Salary ,Last Payment date, that is date on last payment, Related user for giving salary payment. Salary Payment button will be enabled after selecting the Related User.Now salary type is selected Fixed and Payment type is fixed. Go to Agent > Agent.
Salary Type:Fixed
Salary will be the Basic Salary
Salary Type:Commission
Salary will be the Commission on each Insurance created
Salary Type:Both
Salary will be Basic Salary +Commission on each Insurance created
Manage insurances with Payment type as fixed
Insurance Management -> Insurance: Create insurance to customers based on a policy. Add the agent and the commission of agent in percentage, payment type fixed,duration in months. The insurance can be confirmed after adding all required details. Invoice can be created for the insurance in single invoice.
Create invoices and confirm
Insurance Management -> Insurance: The insurance can be confirmed after adding all required details. Invoice can be created for the insurance and confirm insurances and register the payment
Register payment and Post Invoice
Payment completed and Confirmed Insurance
Now the invoice has paid and status is posted and state is confirmed state and the sequence also created
Employee Management
The insurance details created by the agent can be seen inside Insurance details under agent
Salary Payment
On clicking salary payment we can see a draft bill on last payment
Salary Payment by creating bill
On clicking draft bill we can pay the agent the basic salary as payment type is fixed on each insurance calculated inside insurance management
Confirm and Salary payment completed
Confirming the bill and register the payment,we can see the bill reference
Manage insurances with Payment type as Installment
Insurance Management -> Insurance: Create insurance to customers based on a policy. Add the agent and payment type as Installment,duration in months. The insurance can be confirmed after adding all required details. Invoice can be created for the insurance in multiple invoice.
Installment amount is calculated from Total policy amount divided by the duration in months.Amount remaining calculated from Amount and invoiced total amount.Confirm the Insurance
Confirm and Create Invoice
Confirming insurance created and create invoice, after clicking on invoice and confirm and post invoice,create invoice button is again visible to pay the insurance through installments and remaining amount is also calculated
Invoices of Payment type as Installment
Salary type as Commission
Create an agent with salary type as Commission.
Create Insurance for salary payment as Commission
Create an insurance with an agent with salary type as commission, confirm it and post the invoice
Salary Payment for the agent
Go to Employee Management ,select the agent and click on salary payment, a draft bill is created
Salary payment as commission only
Click on created draft bill and commission as commission rate of insurance is calculated as salary,confirm it as pay it
Salary payment as both
Create an agent and salary type as both
Insurance management:Create insurance
Create an insurance and specify the commission rate as salary is sum of basic salary and commission from insurances
Salary payment for salary type both
Go to Employee Management and make salary payment,creates a draft bill and clicking on that we can see,both basic salary and commission rate of insurance has been summed to the salary
Manage claims and create insurance to customers based on a policy
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.
- Create insurance policies for customers
- Manage insurance claims Documents.
- Manage Agents(Employee)and add the details.
-
Insurance
Management
- This module 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.
Initial Commit for Insurance Management.
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