INSURANCE  MANAGEMENT

Insurance Management module with Odoo by LATNOK offers you with powerful features that insurance companies or insurance agency needed this solution for insurance management has been developed the latest version of Odoo to ensure other ERP features can be used as per the requirements. Apart from handling customers, policies, policies time, date of expiry, company details you can also use multiple odoo modules such as Human resource, Accounting, services management, CRM and so on

  • Create insurance policies for customers.
  • Manage insurance claims and details, agents salary and commission.
  • Create accounting entries for all details

    Features of Insurance module

                                 
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    Below is the list of features you gain from our Insurance management module in Odoo

      insurance Management module Overview from Menu View.
     Insurance Branch Details 
     Policy Schemes Details.
     Agent Details.
     Customer Details.
     Policy Register Details.
     Print Reports
     Invoice Details.
     Auto Generate Invoice and send email with invoice attachments.
     Logs.
     More Reports.
     Dashboards
     Invoice Details.
     Send Payment Due Email.

    Insurance Management -> Policy -> Policy Quotation

    (Where you can prepare quotation for particular policy to your customer)

    Insurance  Management -> Policy -> Customer Details (All the information about the customer) Insurance Management -> Configuration -> Insurance Company (This is nothing but the company who is offering the Insurance )





















    Adding Insurance Company or Insurance Branches

    Insurance company menu which is a part of configuration you can add the insurance company name from where you are allocating the insurance Here is the view of adding up of Branch registration or adding of insurance company  

    Adding up of Branch form, view Branch registration menu which is a part of configuration you can add the your company’s branch or sub-branches.


     

    List of all Companies and Details : As an agent or Insurance company you can view all the list of insurance company where you have tie up with you can also see details such as address, contact numbers and so on . . . This part helps you to understand the list quickly from which companies you can offer the insurance schemes to your customer 

    Add Policy Schemes

    In policy schemes form we can configure insurance policy structure. In schemes form we add schemes details like policy name, type, minimum duration maximum duration, minimum amount, maximum amount, etc.. 

    Below is the form for adding schemes

    1. Product Name

    2. Policy type

    3. Policy Code

    4. Minimum duration of the policy

    5. Maximum duration for which the policy can be taken

    6. Minimum Amount

    7. Maximum amount which the policy can be taken

    8.Tax in case any

    9. Interest rate

    10. Adding of Agent

    11. Save the scheme.


    List Of All Added Schemes


    Agent details : agent Detail is another menu which offers you to create new agent and fill agent details 


     
        Costumer Details


    Customer Detail is another menu which offers you to create new customer, their policies details, the policy number, expiry dates and so on . .

    Customer Form : As you can see we have different fields available here in the customer form where you can enter the details such as address, phone number, tags, multiple contacts, notes, policy details and so on . .

    View in Customer policies in policy details tab

    The number of fields can be added based on the requirements. In the Policy detail tab you can easily identify the number of policies taken by the customer with details such : insure name, end date, renewal date and so ... The best thing about this tab is that a single customer may take different policies from one company (branch) or from different insurance company (branches) which can be easily find out.


      
    You can directly send email from policy registration functionality. put policy in "done" stage directly to get the easy monthly installments with due dates.


















    here is an example of getting policy number and the easily installments including attached invoice

















    till the final number of EMI with due dates

















    Automated Email - Run Scheduler

    Every day automatically run scheduler and generate policy EMI invoice and send email to customer with invoice attachment.

    Policy quotation

     To prepare an insurance policy quotation to your customer, you can simply enter all the details or set up the payment method as monthly, quarterly ,etc...

     


    After all the details you can save policy directly or for confirmation you can email the quotation directly.

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    Send email to customer and view all invoice button as well as print report.
    On click confirm button the policy detail line will be generated base on number of duration and amount .







































    with functional application

    Sales, Invoicing , Petit-Cash, Accounting, Purchase, Archiving, Appointment and Front-Desk,                

    Human Resources

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    Accounting

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    Petit-cash

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    Collaboration & Email  

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    Procurement  

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    Customer Relation M.  

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