Book Appointment Entry

The same public landing page with Book Appointment highlighted, the second option open to a visitor who wants to speak to an adviser before choosing a policy.

Choose A Service

The service picker, showing each appointment type you offer as a card with its image, name, description and fee, so the visitor knows what they are booking and what it costs.

Pick A Date And Time

The calendar step. The visitor moves through the months, picks an open day and then chooses from the time slots generated for that weekday, with the timezone shown.

Enter Your Details

The final step, collecting the visitor's name, email address and mobile number against the slot they picked before the booking is submitted.

Booking Confirmed

The confirmation page thanking the visitor and showing the reference number their appointment was given, so they can quote it when they call.

Dashboard Counts

The top of the dashboard, with a filter row for customer, agent and period, and the count cards behind it: total leads, customers, agents, claims and policy types, then confirmed, approved and open policies.

Policy And Revenue Charts

The chart band, showing which policies sell the most, which agents earn the most commission, and how the premium collected moves across the months of the year.

Claim And Expiry Charts

Claims broken down by their state alongside the policies falling due for expiry in each month, so renewals and outstanding claims can be planned together.

Open Policy List

The dashboard list of policies currently open, with the customer, policy, amount and dates, so the manager can jump straight into any one of them.

Expiring Policy List

The companion list of policies about to expire, giving the renewal team a working queue rather than a chart to interpret.

Due Invoice List

Invoices raised against policies that are posted but not yet paid, next to the invoices coming up, so collection can be worked from the same screen.

The Whole Dashboard

The dashboard scrolled out in full, showing how the counts, the charts and the working lists sit together on a single page.

Qualify The Lead

A lead opened at the qualification stage, with the customer, contact details, salesperson and sales team, and the insurance product the enquiry was about held on its own tab.

Create The Policy

The same record once it has become an opportunity. A Create Insurance Policy button is now available, and the Insurance Details tab holds everything the new policy needs.

New Policy In Draft

The policy just created from the opportunity, sitting at Draft. The holder details are already filled in on the left and the insurance product, term and amount on the right, ready to be checked.

Welcome Mail

The message sent to the customer once their policy is set up, confirming the policy number, the product, the category, the term, the amount and the issue date, with a link to view it.

Manager Notification

The message that goes to the manager when a policy is confirmed, listing the same policy details and a button that opens the record for approval.

Policy Holder Details

The top of the policy form: customer, gender, date of birth and age on the left, agent and commission on the right, with the status bar running Draft, Confirm, Open and Expired across the top.

Cover And Dates

The insurance panel showing the chosen product, category and sub category next to the issue date, the calculated expiry date, the policy term and the premium taken from the price list.

Policy Documents Tab

The Policy Document tab listing the papers this product requires, each with a place to attach the file and a verified flag, plus the percentage of the checklist that has been verified so far.

Document Checklist

The checklist view of the same documents, showing which have been received and confirmed and which are still outstanding before the policy can move on.

Insured Details Tab

The Insured Details tab, where the people actually covered by a family or group policy are listed with their own details, separate from the person who bought it.

Nominee Details Tab

The Nominee Details tab, holding each nominee with their relationship to the policy holder, date of birth, age and the percentage of the benefit they are entitled to.

Policy Description Tab

The description tab carrying the wording for this product, copied from the catalogue so every policy of that type explains itself the same way.

Terms And Conditions Tab

The terms tab, showing the policy conditions pulled from the template chosen on the product, so the same wording is applied consistently.

Survey Tab

The Survey tab, where a template's questions have been attached to this policy so the team can work through them with the customer and keep the answers on the record.

Policy Document Printed

The printed policy document on company letterhead, setting out the holder details, the insurance policy, the dates and the amounts in one sheet the customer can keep.

Generate Installments

The policy with the Generate Installment button available. Below it the Insurance Payment tab is still empty, waiting for the schedule to be built.

The Schedule

The Insurance Payment tab once the schedule exists, listing a line per month with its own reference, the installment date, the amount and an unpaid payment state.

Create One Invoice

The same schedule with a Create Invoice button on each line, so the month that has fallen due can be invoiced without raising the rest.

The Draft Invoice

The customer invoice raised from one installment, carrying the policy reference and the installment amount, ready to be confirmed in the usual way.

Invoice Linked Back

The schedule after invoicing, with the invoice number now shown against that line and a View Invoice button replacing the create button.

Registering Payment

The invoice being settled through the standard payment screen, choosing the journal, the amount and the date, so insurance money is handled like any other receipt.

Paid State Returns

The policy schedule again, with the settled line now showing as paid, so the collection position is visible without opening accounting.

All Policy Invoices

The Invoices button on the policy opened, listing every invoice raised against this policy with its number, date, amount and payment state.

Set Reminder Days

The reminder days configured against an insurance product, each row being one advance warning, so a customer can be reminded more than once before a due date arrives.

Reminder Mail

The reminder that reaches the customer, naming the policy, the installment reference, the amount and the date the payment falls due.

Reminder On The Record

The same reminder logged against the policy, so anyone opening the record can see exactly what the customer was told and when.

Customer Account

The customer's account page, with an Insurance card alongside their invoices, giving them a way into the policies they hold with you.

My Policies

The list of the customer's own policies, each with its reference, product, dates, amount and current state, sortable and searchable.

Policy Detail

One policy opened on the portal, showing the holder details, the insurance policy and its dates, the cover figures and the salesperson, with Download and Print buttons on the left.

Terms On The Portal

Further down the same page, the policy description and the terms and conditions the customer agreed to, so the wording is always available to them.

Communication Thread

The message area at the foot of the policy page, where the customer and your team can exchange notes that stay attached to the policy record.

Downloaded Policy Document

The policy as the customer receives it: holder details, the insurance policy panel, cover figures and the dates, on company letterhead.

Nominee Document

The nominee sheet, listing each nominee with their relationship to the policy holder, date of birth and the percentage of the benefit assigned to them.

Policy Description Document

The description document, setting out in plain wording what this policy covers and who it protects, taken from the product record.

Terms Document

The terms and conditions printed on their own, covering eligibility and what happens if information given during the proposal turns out to be false.

Leave Feedback

The feedback form a customer reaches from their policy, with their name filled in, a star rating and a free text box for their comments.

Feedback On The Product

The insurance product inside Odoo, with a Feedback and Rating tab collecting every customer comment against its policy number and showing the average rating.

Mark A Contact As Agent

A contact record with the Agent flag ticked, which is what makes them selectable on a policy and gives them their own portal pages.

Commission On The Policy

The agent panel on a policy, naming the agent, the commission type and either the fixed amount or the percentage, with the resulting total commission underneath.

Generate Commission Bill

The policy with the Generate Commission Bill button available once an agent and a commission are in place, ready to turn the earning into a payable.

The Agent Bill

The vendor bill created for the agent, using the commission product you configured, with the policy quoted as its reference and the commission as the amount.

Bills On The Contact

The agent's contact record with a Commission Bills tab, listing every bill raised for them with its number, date, policy reference and amount.

Policies And Commission Counted

The same contact showing the buttons that count the policies this agent has handled and the commission bills generated, each opening the records behind it.

Agent Account

The agent's account page on your site, with an Agent card that follows, views and prints their details, sitting alongside the usual invoice cards.

Policies Placed

The agent's list of policies, each row showing the reference, the customer, the agent name, whether the commission is fixed or a percentage, the amount and the policy state.

Commission Detail

One commission opened in full, with the agent and customer names, the create date, the commission type and amount, the insurance detail beneath, and the communication history including the expiry notice sent.

Agent Record Inside Odoo

The same agent seen from the back office, with the Agent flag ticked, buttons counting their policies and commission bills, and the Commission Bills tab open below.

Agent Detail Printed

The agent detail sheet as it downloads: agent name, customer, create date, commission type and amount, with the insurance details table underneath.

Printed Copy

The same sheet prepared for printing, so an agent can keep a paper record of the commission on a policy they placed.

Claim From The Policy

The customer's policy page with a Claim Insurance button beside Download and Print, and the full policy detail below it so they can check their cover before claiming.

Claim Form

The claim dialog, pre-filled with the insurance number and asking only for the claim date and the amount being claimed, then Submit Claim.

Claim Submitted

The confirmation page telling the customer their claim request has been created and giving them the claim reference they can use to track it.

Claim Inside Odoo

The claim as it arrives for your team, at Draft, carrying the policy holder details, the policy details, the claim date and amount, and tabs for reasons, terms, documents, checklist and nominees.

Claim Kanban

The claim book as cards, each showing the reference, customer, policy number and product, the term, the policy amount, the sum assured and the amount claimed, with a state badge.

Claim List

The same claims as a list, with name, customer, insurance policy, term, policy amount, issue date and state, filterable by policy and by status down the side.

Claim Calendar

Claims placed on a monthly calendar by their claim date, so the load coming in over a period can be seen at a glance.

Claim Pivot

The claim book as a pivot, counted by state down the side and by insurance product across the top, with each policy number expandable underneath.

Claim Chart

Claims charted by customer, with the bars split by state so approved, submitted, draft and rejected amounts can be compared per person.

Print The Claim

The claim record with the print menu open on Insurance Claim Report, ready to produce a document for the file or for the customer.

Claim Document

The printed claim: policy holder details, the insurance policy panel and the claim details, including the policy amount, the remaining amount and the amount claimed.

Track Your Claim

The tracking page, asking only for a claim reference number and explaining that it can be found in the confirmation details, with a Track Claim Status button.

Claim Status Returned

The answer the customer gets: the claim reference at the top, then the policy number, the claim date, the amount claimed and the current status as a badge.

Claim Card

The customer's account page with a Claim card that follows, views and prints their claim details, next to the Insurance and invoice cards.

My Claims

The list of claims the customer has raised, each with its reference, the insurance product, the claim date, the policy amount, the amount claimed and its state.

Claim Detail

One claim opened on the portal, with the customer name, insurance policy, claim date, policy amount and claim amount, a status badge, and Download and Print buttons.

Downloaded Claim

The claim document as the customer receives it, with the policy holder details, the insurance policy panel and the claim details set out on company letterhead.

Claim Terms Document

The claim terms printed separately, covering how quickly the insurer must be notified and what a delay in notification means for the claim.

Set The Warning Period

The Insurance page in Settings, with the agent commission product, the insurance journal and the reminder days before expiration, here set to two days.

Policy About To Expire

An open policy showing its issue and expiry dates, the agent and commission, and the buttons for generating a commission bill, creating a claim or refunding, with the status bar on Open.

Expiry Warning Mail

The message the holder receives, naming their policy number and the date it is about to expire, and asking them to take the necessary action.

The Expired Policy

A policy that has reached Expired on its status bar, with its installment schedule below and the claims, invoices and commission bill counted along the top.

Renewal Request Page

The renewal page on your site, asking the customer to enter their insurance number to proceed, with a Search button beside it.

Confirm The Details

The policy details returned by the search: policy name, insurance policy, category, provider and expiry date, with a Proceed to Renewal button underneath.

Request Sent

The thank you page confirming the renewal request has been created and telling the customer that someone will come back to them.

Renewal Lead

The renewal request as it appears in your pipeline, named after the policy it renews, with a Renewal Policy Details tab holding the original policy, product, category, provider, issue date and term.

Refund Rule

A refund rule for a policy category, with a line per band: the first thirty days refund half the premium, days thirty one to sixty refund thirty percent.

Refund The Policy

An open policy with the Refund button available beside Generate Commission Bill and Create Claim, and its installment schedule listed below.

Policy Moves To Refund

The same policy after refunding, with the status bar now on Refund and a Refunds button at the top counting the refund record that was just created.

Refund Record

The refund itself in draft, naming the customer, the policy, the rule that matched, the policy amount and the refund amount calculated from it, with Approve and Reject buttons.

Refund Approved

The refund at the Approved stage, with a Refund button now offered to raise the credit note, and the status change recorded in the message log.

Credit Note Created

The refund now marked Refunded, with a Credit Note button at the top and the confirmation message to the customer logged underneath.

Draft Credit Note

The customer credit note raised for the refund, with a single line for the policy and the refunded amount, ready to be confirmed.

Register The Payment

The posted credit note with Register Payment available, so the money going back to the customer is handled through your normal accounting.

Refund Confirmation Mail

The message the customer receives, confirming the refund has been processed for their policy and stating the amount being returned.

Insurance Analysis

The analysis view of the whole book charted by insurance product, with the measures menu and the pivot and chart switches, so the same data can be regrouped without leaving the screen.

Installment Summary

The printed installment summary for a date range, listing each customer, the installment reference, the date it falls due and the amount.

Policy Claim History

The claim history document for a chosen period, listing the policy holder, claim number, claim date, amount and the status each claim reached.

Insurance Policy History

The policy history for a period, giving the holder, policy number, policy type, issue date, amount and status for every policy written in that window.

Insurance Products

The catalogue of policies you sell, each shown as a card with its image, category, sub category and the provider behind it.

Policy Tags

The tag list, holding health, life, fire and accident with the colour each one shows in, used to mark policies for quick sorting.

Policy Categories

The category list, each entry tied to one of the built in insurance types and given its own code, such as senior citizen health under health insurance.

Policy Sub Categories

The sub category list, refining each category one step further so a product can be placed precisely within the range you sell.

Policy Documents

The documents a policy can require, such as identity card, tax card, licence and birth certificate, which become the checklist on any policy using them.

Claim Documents

The documents a claim can require, including identity papers, birth certificate, vehicle licence and medical reports, attached to the products that need them.

Policy Terms

The policy terms and conditions templates, covering coverage dates, eligibility and renewal conditions, chosen on a product so every policy carries the same wording.

Claim Terms

The claim terms templates, covering notification of a claim, submission of documents and duplicate claims, which travel onto every claim raised.

Claim Reasons

The reasons a claim can be made, such as accidental injury, hospitalisation due to illness and vehicle accident damage, offered as tick boxes on the claim.

Renewal Documents

The papers a renewal asks for, including the existing policy document and the payment receipt or renewal form, kept separate from the original application list.

Policy Terms In Months

The available policy periods with the number of months each represents, which is what turns an issue date into an expiry date and drives the price list.

Nominee Relations

The relationships a nominee can have to the policy holder, such as brother, sister, mother and father, used when nominees are recorded.

Installment Reminder Days

The reminder days available, each being a number of days before a due date, so a product can warn its customers more than once.

Refund Rules

The refund rules list, one per policy category, each holding the day bands and the percentage refunded within them.

Survey Templates

The survey templates that can be attached to a policy, such as a health insurance requirement survey or a vehicle template, bundling the questions to ask.