| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Fleet (fleet)
• Sales (sale_management) • Discuss (mail) • Invoicing (account) |
| Lines of code | 643 |
| Technical Name |
insurance_broker |
| License | LGPL-3 |
| Website | https://github.com/SpringlesMcOutrage |
Insurance Broker
A complete brokerage management solution built natively into Odoo Sales. Track policies, agents, commissions, and fleet vehicles — all without leaving your ERP.
Insurance Company Registry
Maintain a directory of partner insurance companies. Assign the underwriter directly on each sale order.
Agent Management
Register agents with default commission and tax rates. Rates auto-fill when you select an agent on an order.
Policy Details on Sale Orders
Store policy number, start & end dates, and insured vehicle directly on the sale order — no custom views needed.
Fleet Integration
Link Odoo Fleet vehicles to insurance policies. Vehicle dropdown filters automatically to the selected client.
Automatic Commission Calculation
Broker commission, agent commission (after taxes), and broker remainder are computed live as you type.
Insurance Certificate
Print a formatted insurance certificate directly from the sale order with one click.
| Field | Formula | Stored |
|---|---|---|
| Broker Commission Amount | Total × Broker Commission % | ✓ stored |
| Agent Commission Amount | Total × Agent % × (1 − Tax %) | ✓ stored |
| Broker Remainder | Broker Amount − Agent Amount | ✓ stored |
Register the client
Add the client as an Odoo contact and enable the Insurance Customer flag on their partner form.
Add the insurance company
Create or flag an existing contact as Insurance Company. It will appear in the insurer dropdown.
Register the agent
Set the agent's default commission % and tax % on their contact form. These populate automatically when selected.
Create the sale order
Select client, insurer, agent, fill in policy number, dates, and vehicle. Add the insurance product to lines.
Confirm — commissions are calculated
Broker commission, agent commission, and remainder are computed and stored automatically.
Print the Insurance Certificate
Click Print → Insurance Certificate. A formatted PDF is generated from the sale order data.
res.partner
sale.order
⚡ computed & stored
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