| 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 | OPL-1 |
| Website | https://www.nexeerp.com |
| Versions | 18.0 19.0 |
| 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 | OPL-1 |
| Website | https://www.nexeerp.com |
| Versions | 18.0 19.0 |
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
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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