All in one Insurance Management | All types Insurance Management

by
Odoo

$ 105.26

v 17.0 Third Party 26
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Contacts (contacts)
• Discuss (mail)
• Sales (sale_management)
• Website (website)
• Calendar (calendar)
• Invoicing (account)
Lines of code 35259
Technical Name tk_insurance_management
LicenseOPL-1
Websitehttps://techkhedut.com
Versions 17.0 15.0 16.0 14.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Contacts (contacts)
• Discuss (mail)
• Sales (sale_management)
• Website (website)
• Calendar (calendar)
• Invoicing (account)
Lines of code 35259
Technical Name tk_insurance_management
LicenseOPL-1
Websitehttps://techkhedut.com
Versions 17.0 15.0 16.0 14.0

Insurance Management

Available in Community, Enterprise and Odoo.sh

Explore this app

Release Notes

See Release note of this module

Users Roles

View users roles of this module

Features

View features of this module

Screenshots

See key screenshots of this module

Release Notes

  • 1.0

    January 13, 2022
    • Initial Release

  • 1.1

    April 3, 2023
    What's New
    • There are several categories of vehicle insurance included.
    • Images of vehicles can be uploaded and attached to insurance policy records, provided.
    • An vehicle insurance report is included.

  • 1.2

    May 31, 2023
    What's New
    • An e-mail notification is included in the coverage and the approved claim.

  • 1.3

    July 4, 2023
    What's New
    • Agent commission bills have been generated.

  • 1.4

    August 9, 2023
    What's New
    • App Translation: Spanish, French, and Arabic options now offered.

  • 1.5

    December 7, 2023

    What's New
    • Bug fixed

  • 1.6

    February 9, 2024

    What's New
    • Updated dashboard

  • 1.7

    March 2, 2024

    What's New
    • New details added regarding insurance and claims processing.
    • Added user roles management
    • Invoices auto-generate per set reminder days for installments
    • Automated cancellation based on reminder days after insurance expiry.

  • 1.8

    March 8, 2024

    What's New
    • Using CRM leads to generating insurance
    • Website facilitates creation of quote requests.

  • 1.9

    April 8, 2024

    What's New
    • Bug fixed

Users Roles

  • 1 Manager

    • The insurance administrator has access to all menus, allowing them to manage all aspects of the insurance department.
    • Only administrators can create insurance policies and manage related claims and details.

  • 2 Users

    • Users can only view their own insurance and claim records.

Features

Dashboard

Stats

The Dashboard exhibits fixed data like active, expired, and total insurance policies, total claims, and their submission and approval status. It also displays statistics on customers, agents, and insurance categories.

Graphs

In addition to displaying fixed data, the Dashboard also features graphical representations for easy reference, such as graphs of insurance and claim statuses, top 5 agents, and customer gender breakdown.

Insurances

Workflow

The workflow progresses from Draft to Running and then to Expired status.

Policy details

You can manage insurance policies, categories and sub categories, policy terms, and previous and current policy numbers.

Agents

You can manage insurance agents, their commissions, and types of commissions they receive.

Insured details

You can manage insured person details such as their date of birth, age, and gender.

Insured nominee details

You can manage the details of the insured's nominee, such as their age and relationship to the insured.

Policy terms

You can manage policies of different categories with different time periods.

Policy payments

Policy payments can be managed through monthly instalments or fixed payments.

Insurance documents

Insurance documents can be securely stored and managed through a system that allows easy access and retrieval when needed.

Insurance reports

Insurance policy reports can be generated in PDF format, providing a detailed summary of policy information and coverage, which can be easily shared and stored for future reference.

Claims

Workflow

The insurance claim workflow advances through stages such as Draft, Submit, approval, or rejection status, indicating the status of the claim application.

Claim details

Policy details can be automatically filled during the claim process, making it more efficient and reducing the likelihood of errors

Claim reasons

The reason for a claim application is the cause of the insured loss or damage, which needs to be specified during the claim process

Claim settlement bill

The claim settlement process involves providing the customers with the bill amount for the approved claim, which can be paid through various methods.

Insurance documents

Claim documents can be securely stored and managed through a system that allows easy access and retrieval when needed.

Claim reports

Insurance claim reports can be generated in PDF format, providing a detailed summary of policy information and coverage, which can be easily shared and stored for future reference.

Configurations

Insurance categories

Insurance can be categorized into various types, such as life, health, property, and vehicle insurance, with each category having several sub categories based on specific needs.

Insurance policy time periods

Insurance policies have different time periods, such as annual, semi-annual, or monthly, during which the policyholder pays premiums and is covered for potential losses.

Other stats

A system can be used to manage and store information about agents and customers, including their contact details, policy information, and claims history.

Screenshots / Workflow

Insurance Management

Advance Dashboard

Agents

  • Agent details
  • Insurance details
  • Insurance invoice details: premium type is fixed
  • Insurance invoice details: premium type is installment
  • Vehicle insurance policy details
  • Insurance PDF report
  • Vehicle insurance PDF report
  • Initiate a claim directly through the insurance
  • If the insurance is expired, an email will be automatically sent to inform the insured
  • Insurance details viewable in multiple formats for convenience

Claims

  • Claim details
  • Claim documents details
  • All claim documents are verified and stage automatically change
  • Once the stage is set to 'Approved', a button to create the 'Claim Settlement Amount Bill' becomes visible
  • Claim details are accessible in a PDF report
  • Claim details viewable in multiple formats for convenience

Customers

  • Customer details

Configurations

  • Insurance policy category details
  • Insurance policy sub category details
  • Insurance policy
  • Insurance policy time period
  • Insurance nominee details
  • Insurance buying for details

Need Help?

Any type of issue related to this module, any doubt, any queries contact us. You will get free support up to 1 Year and assistance in case of any issues (Response time within 24 Hours)

More About Us
info@techkhedut.com 
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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Demo
by
matiastijera@pgyk.com.ar
on 12/29/23, 12:08 PM

Hi all,

My name is Matias Tijera, I am working in Calyx Servicios an Odoo Partner in Argentina.

We have interest in buy the APP but we need a demo base to test some of the features, could you provide a demo database for 1 week?

Many thanks

Re: Demo
by
TechKhedut
on 1/1/24, 5:11 AM Author

Hi,

Can you please contact us at info@techkhedut.com Our technical team will help you with that.

Thanks & Regards,
Team TechKhedut.


Demo
by
matiastijera@pgyk.com.ar
on 12/29/23, 12:08 PM

Hi all,

My name is Matias Tijera, I am working in Calyx Servicios an Odoo Partner in Argentina.

We have interest in buy the APP but we need a demo base to test some of the features, could you provide a demo database for 1 week?

Many thanks