$ 33.83
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 1772 |
| Technical Name |
dev_insurance_management |
| License | See License tab |
| Website | https://www.devintellecs.com |
| Versions | 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 1772 |
| Technical Name |
dev_insurance_management |
| License | See License tab |
| Website | https://www.devintellecs.com |
| Versions | 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
Insurance Management
Insurance Management Odoo app streamlines the entire insurance policy management process, from
policy creation to payment tracking. Users can define policy types, create insurance policies,
and generate invoices directly from the insurance policy. The app features a structured workflow
that includes draft, confirm, validate, open, and close stages. Manager approval is required at
specific stages, and notifications are automatically sent to the insurance manager for
confirmations and to customers for due payment reminders.
With a detailed view for both agents and customers, the app allows for the management of
insurance instalments, including the ability to create and track invoices. Managers can approve
or reject insurance policies, with reasons for rejection captured in the system. The app
provides detailed insurance PDF reports and instalment payment summary reports, ensuring all
policy-related information is well-documented and easily accessible.
This app also includes features for managing insurance notifications, such as reminders for due
instalments, and provides comprehensive policy details from both agent and customer views,
making insurance management efficient and transparent.
Features
- Define Policy Type
- Create Invoice From Insurance Policy
- Manager Approval Process
- Work Flow : Draft => Confirm => Validate => Open => Close
- Send Confirmation Notification to Insurance Manager
- Send Due Insurance Policy Instalment Notification to Customer
- Insurance PDF Report
- Insurance Payment Summary PDF Report
Insurance Management Workflow
Insurance Policy Type
Create Insurance Policy
Agent View
Customer View
Create Insurance & Confirm
Notification Send To Insurance Manager
Reject Insurance By Manager
Insurance Reject Reason
Reject Reason in Insurance Form
Approve Insurance By Loan Manager
Open Insurance
Create Invoice From Insurance Policy Instalment
Insurance Instalment Invoice
View Account Invoice From Insurance Policy
Insurance PDF Report
Insurance Payment Reminder to Customer
View Insurance Policy Detail From Agent Form
Policy Instalment Summary Window
Policy Instalment Summary Report
Version 1.0 | Released on : 22nd October 2024
-
Is this app compatible with Odoo Enterprise?
- Yes, our app works with Odoo Enterprise as well as Community.
-
If need of customization in this app, How can i contact ?
- Please contact us on odoo@devintellecs.com
-
Do i get free support?
- Yes, you will get free support for 90days.
-
Do i get free updates?
- Yes, you will get free updates for lifetime.
-
Do i have to buy this module for each version ?
- Yes, you have to buy this module for each version.
Support
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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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