Manage the full lifecycle of life insurance policies from creation to claims.
Handle client onboarding, policy issuance, renewals, premiums, and agent commissions.
Centralize operations with seamless integration to CRM, Accounting, and Contacts.
Agent, Policy, Existing policy, Amount paid, Pending amount, Menu, New policy, Policy form, Policy agent, Life insurance, Life insurance policy document, Document type, Adhar card, Pan card, Birthday certificate, Customer documents, LIC, Salary, commission, My policies, Invoices, Claims, Policy details, Policy number, Payment type, Policy category, Payment terms, online invoice generator, mangement
Life Insurance Policy & Agent Management in Odoo