| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 1062 |
| Technical Name |
es_seguros_mediador |
| License | OPL-1 |
| Website | https://gencbaris.com/odoo_plugins/ |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 1062 |
| Technical Name |
es_seguros_mediador |
| License | OPL-1 |
| Website | https://gencbaris.com/odoo_plugins/ |
| Versions | 18.0 19.0 |
ES Mediador Seguros
Insurance broker: policy portfolio, renewal calendar, claims, commission reconciliation, coverage gaps, DGSFP data
ES Mediador Seguros — Insurance Broker Management
Key Features
Siniestro
Siniestro. Tracks Nº siniestro, Póliza, Cliente, Compañía, Fecha siniestro. One-click review, settle, reject.
Liquidación de comisiones
Liquidación de comisiones. Tracks Liquidación, Compañía, Desde, Hasta, Moneda. One-click build expected, reconcile.
Línea de liquidación de comisiones
Línea de liquidación de comisiones. Tracks Liquidación, Póliza, Esperada, Recibida, Diferencia.
Compañía aseguradora
Compañía aseguradora. Tracks Compañía, Contacto, Clave DGSFP, CIF, Comisión por defecto (%).
Póliza de seguro
Póliza de seguro. Tracks Nº póliza, Tomador / cliente, Compañía, Producto, Ramo. One-click activate, lapse, cancel, renew.
Ramo de seguro
Ramo de seguro. Tracks Ramo, Código, Recomendado a particulares.
Producto de seguro
Producto de seguro. Tracks Producto, Compañía, Ramo, Comisión (%).
Tarea de renovación
Tarea de renovación. Tracks Póliza, Vencimiento, Prima, Notas de gestión. One-click contacted, mark renewed, lost.
Use Cases
Screenshots
Ramos
Compaas
Productos
Why Choose This Module
Insurers (compañías) with DGSFP registration data and default commission rate; insurance products grouped by ramo. Policy portfolio (cartera de pólizas) with effective/expiry dates, premium, payment frequency, automatic commission computation and a one-click renewal that clones the policy one year forward. Renewal calendar: policies flagged when they expire within 60 days, with a searchable "renewal due" filter. Claims (siniestros) tracking with loss/report dates, claimed vs settled amounts and an open -> review -> settled/rejected flow. Commission reconciliation (liquidación de comisiones) per insurer and period: build the expected commission from the cartera and reconcile it against what the insurer actually paid. Coverage gap analysis: recommended ramos a client does not yet hold. CSV worksheet exports (renewal calendar, coverage gaps, commission reconciliation).
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: 35+
- Author: Baris Genc
- Dependencies: base, mail
- Support: odoo@gencbaris.com
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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