| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Invoicing (account) • Discuss (mail) |
| Lines of code | 1836 |
| Technical Name |
insurance_management_globalteckz |
| License | See License tab |
| Website | http://www.globalteckz.com/ |
| Versions | 17.0 9.0 15.0 16.0 12.0 13.0 14.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Invoicing (account) • Discuss (mail) |
| Lines of code | 1836 |
| Technical Name |
insurance_management_globalteckz |
| License | See License tab |
| Website | http://www.globalteckz.com/ |
| Versions | 17.0 9.0 15.0 16.0 12.0 13.0 14.0 |
Insurance Management Module
Explore this module
Overview
Insurance Management module with Odoo developed by Globalteckz 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
Screenshots
Install this module.
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 )
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-branch.
Adding Policy Type : - As an insurance company we sold different-different type policy like Personal Insurance , Health Insurance, etc.
An Example of adding Policy type and details.
List of all policies.
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
List Of All Added Schemes :
Agent Detail is another menu which offers you to create new agent and fill agent details
Agent Form view
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 . .
In the policy detail tab you can easily identify the number of policies taken by the customer with details such as policy number, insurer name, end date, renewal date and so on . . .The best thing about this tab is that a single customer may taken different policies from one company or different insurance company which can be easily find out
To prepare an insurance policy quotation to your customer you can simply enter all the details you can also set up the payment method as monthly, quarterly and so on . .
Here is an example of getting policy number and the Easy monthly installments including the invoices attached
After all the details you can save policy directly or for confirmation you can email the quotation directly.
On click view all invoice button we are navigate to invoice form where all policy quatation invoice alrady created.
Our Services
Odoo Installation
Odoo Development
Odoo Implementation
Odoo Customization
Odoo App Development
Odoo 3rd Party API integration
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GlobalTeckz is an official Odoo Partner since 2013 (10+ Years) and completed more than 250+ Odoo projects across the globe. "Quality is key" of our coding, and we follow strict rules on Odoo Standard coding ensuring every module is bug free.
We specialize in providing ERP implementation using the best of industry methodology that ensures successful deployments of each Modules. Be it Manufacturing Trading or eCommerce Industry our resource thrive to make every project successful for our clients.
This App is compatible with Odoo Community & Enterprise Edition including - (Odoo.sh & On-premise) not compatible with Odoo online as 3rd party modules are not installable with Odoo Online version.
If you need any help or want more additional features, you may contact us through Skype: kadriazhar or eMail
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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