| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 4555 |
| Technical Name |
insurance_broker_management |
| License | LGPL-3 |
| Website | https://www.nexeerp.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 4555 |
| Technical Name |
insurance_broker_management |
| License | LGPL-3 |
| Website | https://www.nexeerp.com |
Insurance Broker Management
Complete Policy, Claims & Brokerage Solution
A comprehensive Odoo 19 solution for Insurance Brokers to manage Policies, Claims,
Client Portfolios, Renewals, and Automated Commission Calculations.
Core Features & Capabilities
Policy Management
- Full Policy Lifecycle
- Policy Categories & Types
- Premium & Installment Tracking
- Automated Status Updates
- Digital Document Storage
Client Portfolio
- 360° Client View
- Family & Corporate Grouping
- Multi-Policy Tracking
- Claims History
- Automated Email Alerts
Brokerage & Commission
- Automated Brokerage Calculation
- Agent Commission Splitting
- Invoice Generation
- Revenue Recognition
- Outstanding Balance Tracking
Claims Processing
- End-to-End Claim Workflow
- Document Attachments
- Settlement Tracking
- Insurance Co. Coordination
- Claim History Analytics
Renewals Management
- Dashboard Renewal Alerts
- Upcoming Expiry List
- One-Click Renewal Creation
- Customer Reminders
- Retention Analysis
Analytics & Dashboards
- Interactive Chart.js Dashboard
- Premium vs Claim Benefit
- Sales Performance Reports
- Brokerage Revenue Analysis
- Active/Expired Policy Stats
Integrated Workflow
Seamless Accounting
Fully integrated with Odoo Accounting for seamless invoice generation, payment reconciliation, and financial reporting.
Multi-Company Support
Manage multiple brokerage branches or independent agencies within a single Odoo instance with strict data separation.
Document Management
Centralized storage for all policy documents, claim forms, and client ID proofs, accessible directly from the policy record.
Smart Notifications
Automated reminders for premium payments, renewals, and claim status updates keep your team and clients informed.
NEXERP PRIVATE LIMITED
Enterprise Business Solutions for Odoo
Visit www.nexeerp.com
Version 19.0.1.0.0 | License: LGPL-3 | Powered by Odoo 19
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