| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Employees (hr) • Invoicing (account) |
| Lines of code | 2247 |
| Technical Name |
leapai_insurance_management |
| License | LGPL-3 |
| Website | https://leapai.ai |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Employees (hr) • Invoicing (account) |
| Lines of code | 2247 |
| Technical Name |
leapai_insurance_management |
| License | LGPL-3 |
| Website | https://leapai.ai |
Insurance Management
Complete insurance lifecycle — policies, claims, agent commissions, nominee management and professional PDF reports, all inside Odoo
See It In Action
Real screenshots from a live Odoo 19 instance — click to enlarge
📋 All Policies — List View
📄 Policy Form — Insured Details & Status
✅ Claims Processing — List View
📖 Claim Form — Approval & Settlement
Policy Lifecycle
Full policy lifecycle from draft to expiry with role-based controls
Create a policy in Draft, confirm it to lock the terms, generate a premium invoice, mark it Running once payment is received, and track expiry automatically. Expired policies can be renewed in one click with pre-filled policyholder details.
Key Features
Everything your insurance operations team needs — out of the box
Policy Management
Create policies with categories, sub-categories, terms, premiums and duration. Supports lump-sum and monthly installment payments. Auto-generated references.
Claims Processing
Full claims workflow: Draft → Submit → Approve. Upload supporting documents, record settlement amounts and generate settlement bills in one click.
Agent & Commission
Manage agents with configurable commission rates. Track total commissions earned per agent. Generate commission bills directly from the agent record.
Nominee Management
Add multiple nominees per policy with relationship type and percentage allocation. Percentage validation ensures nominees always total 100%.
PDF Reports
Professional policy statements with full nominee table and terms & conditions. Detailed claim reports with settlement breakdown. Printable from any record.
Document Tracking
Attach and track required documents per policy or claim. Each document has a verification status: Pending → Submitted → Verified.
Policy Categories
Hierarchical categories and sub-categories. Pre-loaded with Life, Health, Auto, Property, Travel and more. Fully customisable.
Invoice Integration
Generate customer invoices for premiums and vendor bills for claim settlements directly from policies and claims. Links to Odoo Accounting.
Role-Based Access
Insurance User (create & view) and Insurance Manager (approve, reject, settle) groups. Managers control claim approvals and policy cancellations.
How It Works
Four steps from policy creation to claim settlement
Create Policy
Select category, term, agent and policyholder. Add insured person details and nominees. Set premium and payment type.
Confirm & Invoice
Confirm the policy to lock terms. Generate a premium invoice for the policyholder. Mark Running once payment is received.
Manage Claims
Policyholder raises a claim with reason and documents. Submit for manager approval or rejection. Record settlement amount.
Settle & Report
Approve the claim and generate a settlement bill. Print PDF reports for audit. Renew the policy when it expires.
Claims Workflow
Structured approval process ensures every claim is reviewed and documented
Claims submitted by users go through a two-level review. The manager can approve or reject with a reason. Approved claims generate a vendor settlement bill automatically.
What's Included
All modules and menus included — no extra apps needed
🏔 Policy Management
Full CRUD for policies with lifecycle workflow, invoice generation, renewal, and chatter for internal communication.
✅ Claims Management
Claims with document upload, multi-level approval, rejection reason, settlement amount and settlement bill creation.
📈 Agent Management
Agent records with commission rate, total commissions computed, linked policies list and commission billing.
💳 Accounting Integration
Premium invoices (customer invoice) and settlement bills (vendor bill) created directly from policies and claims.
👥 Nominee Tracking
Multiple nominees per policy with relationship and percentage. Validation ensures allocations always sum to 100%.
📄 PDF Reports
Policy statement report and claim report — both with company letterhead, formatted tables and full data.
Compatibility
Built for Odoo 19 — tested on all deployment options
Dependencies
Support & Services
We are here to help you go live quickly
🆕 Free Demo
Request a live demo on your Odoo instance. See real policies, claims and reports with demo data before you commit.
Request Demo🍷 1-Year Support
Purchase includes 1 year of priority email support, bug fixes and minor updates. Extended annual plans available.
Contact Support⚙ Customisation
Need Islamic insurance (Takaful), multi-currency, re-insurance, broker portal or custom PDF layouts? We deliver it.
Get a Quote
Please log in to comment on this module