Go to Configuration > Customers to view and manage customer details.

Go to Configuration > Policy Types to access and define different types of insurance policies.

Navigate to Configuration > Payment Type to manage various types of payment types used in the system.

Navigate to Configuration → Policy to create a new policy by specifying the Policy Type, and Policy amount.

Navigate to Agent → Agent, create a new agent and enter the details. Select the Salary type as Fixed, Commission or Both (Salary + Commission), Specify the Base Salary, Last Payment Date (date on the last payment), and Related user responsible for salary payment.

The Salary Payment Button will be enabled after selecting the Related User.

1. Fixed Salary will be the Basic Salary.

2. Commission: Salary will be based on the commission earned for each insurance created.

3. Both: Salary will include the Basic Salary + Commission earned for each insurance created.

Insurance Management → Insurance:

Create insurance to customers based on a policy. Add the agent and the commission of agent in percentage, payment type(fixed), duration in months.

The insurance can be confirmed after adding all required details. Invoice can be created for the insurance in single invoice.

Insurance Management → Insurance: The insurance can be confirmed after adding all required details. Invoice can be created for the insurance and confirm insurances and register the payment

Now the invoice has paid, and status is posted and state is confirmed state and the sequence is also created

The insurance details created by the agent can be viewed under the 'Insurance Details' tab in the Agent form.

Clicking on 'Salary Payment' generates a draft bill for the last payment.

Clicking on the draft bill allows payment of agent's basic salary, as the payment type is fixed for each insurance calculated with Insurance Management.

Upon Confirming the bill and registering the payment, the bill reference becomes visible.

Insurance Management → Insurance: Create insurance to customers based on a policy. Add the agent and payment type as Installment, duration in the past months. The insurance can be confirmed after adding all required details. Invoice can be created for the insurance in multiple invoices.

Installment amount is calculated from Total policy amount divided by the duration in the past months.Amount remaining calculated from Amount and invoiced total amount.Confirm the Insurance

Confirming insurance created and create invoice, after clicking on invoice and confirm and post-invoice, create invoice button is again visible to pay the insurance through installments and the remaining amount is also calculated

Create an agent with salary type as Commission.

Create an insurance with an agent with salary type as commission, confirm it and post the invoice.

Go to Employee Management, select the agent and click on salary payment; a draft bill is created

Click on a created draft bill and commission as commission rate of insurance is calculated as salary, confirm it as pay it

Create an agent and salary type as both

Create an insurance and specify the commission rate as salary is a sum of basic salary and commission from insurances.

Go to Employee Management and make salary payment, create a draft bill and clicking on that we can see,both basic salary and commission rate of insurance has been summed to the salary

Insurance Management → Claims: Create insurance to customers based on a policy. Add the agent and the commission of agent in percentage. The insurance can be confirmed after adding all required details. Invoice can be created for the insurance.