Customer Insurance And Claim Management Portal

Insurance Claim Management System with Signature Approval on Portal

Insurance Claim Customer Tracking and Signing System

Module Description: Insurance Claim Management Odoo Portal with Digital Signatures

This module enhances the Insurance and Claim Portal by introducing an Accept and Sign button on the portal form view. Customers can digitally sign the form, and their signature is immediately displayed on the portal. The signature is also stored in the backend within the Signature tab of both the Insurance and Claim form views.

In the Insurance Form View, the Signature tab includes both the Customer's Signature and the Insurance Officer's Signature.
In the Claim Form View, the Signature tab includes both the Customer's Signature and the Claim Officer's Signature.

Additionally, when printing the Insurance PDF Report, both the Insurance Officer's Signature and the Customer's Signature are displayed. Similarly, in the Claim PDF Report, both the Claim Officer's Signature and the Customer's Signature are included.

Main Features:

• Digital Signature Integration:
  • The Insurance and Claim Portal now includes an Accept and Sign button on the form view.
  • Customers can electronically sign the insurance and claim forms directly from the portal.
  • Once signed, the signature is instantly displayed on the portal form view.
• Signature Storage in Backend:
  • The customer’s signature is stored in the backend under the Signature tab.
  • The Insurance Form View includes both the Customers Signature and the Insurance Officer's Signature.
  • The Claim Form View includes both the Customers Signature and the Claim Officer's Signature.
• PDF Report with Signatures:
  • When generating the Insurance PDF Report, both the Insurance Officer's Signature and the Customers Signature are displayed.
  • Similarly, the Claim PDF Report includes both the Claim Officer's Signature and the Customers Signature.
  • This ensures proper verification and documentation of signed forms.

Workflow:

• Customer Accesses the Portal:
  • The Customer logs in to the portal and navigates to the Insurance or Claim Form.
• Electronic Signing Process:
  • The Accept and Sign button is available on the form view.
  • The Customer clicks the button to electronically sign the form.
  • The system records the Customer's Signature and immediately updates the portal view.
• Backend Signature Storage:
  • The signed form is stored in the backend under the Signature tab.
  • For Insurance Forms, the Insurance Officer's Signature is also included.
  • For Claim Forms, the Claim Officer's Signature is also included.
• Generating Signed PDF Reports:
  • The Customer or backend user can generate a PDF report of the signed form.
  • The PDF will include both the Customer's Signature and the respective Officer's Signature for verification.
  • The signed PDF report ensures legal validation and record-keeping.

Customer Portal : Logged in as Michael Carter(Example)

Customer Portal Menu: Insurance Policies and Claims

Insurance Policies : List View Portal

Insurance Policies : Form View Portal

Insurance Policies : Form View Portal With Accept and Sign Button

Customer Can Draw and Submit Signature

Insurance Policies Portal Form View with Digital Customer Signature Display

Insurance Backend Form View : Displaying Officer & Customer Signatures

Insurance Report PDF Displaying Officer & Customer Signatures

Claims : List View Portal

Claims : Form View Portal

Claims : Form View Portal With Accept and Sign Button

Customer Can Draw and Submit Signature

Claim Portal Form View with Digital Customer Signature Display

Claims Backend Form View : Displaying Officer & Customer Signatures

Claims Report PDF Displaying Officer & Customer Signatures

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