Odoo Portal for Insurance and Claim Management
by Probuse Consulting Service Pvt. Ltd. http://www.probuse.com$ 439.63
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• CRM (crm) • Calendar (calendar) • Contacts (contacts) • Sales (sale_management) • Invoicing (account) • Website (website) |
| Community Apps Dependencies |
Show
•
Insurance Claim Management in Odoo ERP | Insurance, Policy and Claims Management
• Enhancing CRM Pipelines Through Sales Estimate Integration • Sale Estimate Customer Portal with Customer Signature • Sale Estimates to Customer | Sales Proposal | Product/Service Estimate • Show Sale Estimates in Customer Portal |
| Lines of code | 4914 |
| Technical Name |
insurance_claim_management_odoo_portal |
| License | See License tab |
| Website | http://www.probuse.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• CRM (crm) • Calendar (calendar) • Contacts (contacts) • Sales (sale_management) • Invoicing (account) • Website (website) |
| Community Apps Dependencies |
Show
•
Insurance Claim Management in Odoo ERP | Insurance, Policy and Claims Management
• Enhancing CRM Pipelines Through Sales Estimate Integration • Sale Estimate Customer Portal with Customer Signature • Sale Estimates to Customer | Sales Proposal | Product/Service Estimate • Show Sale Estimates in Customer Portal |
| Lines of code | 4914 |
| Technical Name |
insurance_claim_management_odoo_portal |
| License | See License tab |
| Website | http://www.probuse.com |
Odoo Portal for Insurance Claim Management
Insurance and Claims Management Portal for Customers and Agents
Insurance and Claims Management Portal for Odoo App
This module enables customers to view their insurance and claim records through the Odoo portal. Additionally, it also allows agents to efficiently view insurance and claims for their respective clients.
Module Features: Insurance and Claims Portal for Customers and Agents
This module provides a dedicated Odoo portal where customers can view their insurance and claim records, while agents can access and view insurance and claims for their respective clients efficiently.
1. Customer and Agent Access
- Customers can view their insurance policies and claim records.
- Agents can access and view insurance policies and claim records for their respective clients.
2. Insurance and Claim Details
- Customers can view detailed information about their insurance policies and claims, including policy status and claim progress.
- Agents can access insurance and claim details for their respective clients, ensuring transparency and easy reference.
For Further Details
Please refer to the screenshots provided below and watch the video for additional information.
Edition Compatibility:
Enterprise Odoo.sh Community
Example: Customer Portal Workflow
Customer Portal : Logged in as Michael Carter(Example)
Customer Portal Menu: Insurance Policies and Claims Added
Insurance Policies : List View Portal
Insurance Policies : Form View Portal
Insurance Policies : Portal Form View with Download Report Button
Insurance Policies : Generated Pdf Report
Insurance Policies Portal List View with Sorting by Policy Start Date
Insurance Policies Portal List View with Sorting by Policy End Date
Insurance Policies Portal List View with Sorting by Insurance Policy
Insurance Policies Portal List View with Sorting by Stage
Insurance Policies Portal List View : Search by Insurance No.
Insurance Policies Portal : Search Results by Insurance No.
Insurance Policies List View Portal : Search by Insurance Policy
Insurance Policies Portal : Search Results by Insurance Policy
Insurance Policies List View Portal : Search by Agent
Insurance Policies Portal : Search Results by Agent
Claims : List View Portal
Claims : Form View Portal
Claims : Portal Form View with Download Report Button
Claims Portal : Generated Pdf Report
Claims Portal List View with Sorting by Claim Date
Claims List View Portal : Results Sorted by Claim Date
Claims Portal List View with Sorting by Claim Type
Claims Portal List View with Sorting by Insurance ID
Claims Portal List View with Sorting by Stage
Claims Portal List View : Search by Claim ID
Claims Portal List View : Search Results by Claim ID
Claims Portal List View : Search by Insurance ID
Claims Portal List View : Search Results by Insurance ID
Claims Portal List View : Search by Agent
Claims Portal List View : Search Results by Agent
Example: Agent Portal Workflow
Agent Portal - Logged in as Murphy (Example)
Agent Portal Menu: Insurance Policies and Claims Added
Insurance Policies : List View Portal
Insurance Policies : Form View Portal
Claims : List View Portal
Claims : Form View Portal
Contact / Support
Introducing
Probuse Consulting Services Pvt. Ltd.
If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse
Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.
Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.
Our Services
Odoo Implementation
Odoo Support
Odoo Customization
Odoo Migration
Odoo Training
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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