Insurance Management

by
Odoo

59.09

v 8.0 v 9.0 v 10.0 v 11.0 v 12.0 Third Party 10
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Technical Name insurance_management
LicenseSee License tab
Websitehttp://www.browseinfo.in
Also available in version v 13.0 v 9.0 v 11.0 v 10.0 v 12.0
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Technical Name insurance_management
LicenseSee License tab
Websitehttp://www.browseinfo.in
Also available in version v 13.0 v 9.0 v 11.0 v 10.0 v 12.0

Insurance Management Module

In insurance management module you can save all details about insurance,due dates of insurance,customers for that and payment details of premium.

Features

Manage Insurance.

User can create and manage insurances.

Insurance Report.

User can generate PDF report for insurance.

Insurance Payments.

User can track the number of payments done by customer.

Insurance Remainder Mail.

Insurance premium payment remainder mail will sent to customer based on payment follow-ups.
Demo Request Video Tutorial

Insurance Configuration

Insurance Department

Insurance Frequency

Insurance Issuer

Create Insurance

User can create new insurance by entering contact information, department information, insurance dates and other information, and see in "Draft" state, User have to click on "Open" button.

Insurance Payments

User can track the number of payments done by customer at which date and how much amount is paid by the customer for insurance under payment tab.

Send Insurance Remainder

User can send insurance premium payment reminder to the customer via mail for that you have to choose the date when you want to send reminder and it will automatically sends reminder of payment to all customer the gap between sending the reminder will be according to follow-up-levels of you company.

Insurance Remainder Email

User can see due insurance remainder email send to user.

Insurance Report

User can also generate insurance report for all insurance or selected insurance.

User can see generated insurance pdf report.

Payment Follow-ups

You can also set followup setting regarding your company rules. It includes that when to send what reminder to customer according to starting or ending date of insurance. You can also set levels of sending reminder so it will automatically send reminder to customer of their payments.You can select gap between sending reminder and chose template of email which will sent to customer.

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Free Support

You will get 90 Days free support incase any bugs or issue (Except data recovery).

At BrowseInfo we offer end to end solution for Odoo services. Which includes analysis & consultation on the workflows and integration part. Please note that You're not allowed to distribute this module after purchase! Incase of any question regarding this module feel free to email us on sales@browseinfo.in or raise a ticket on support.

Website Support Request Services
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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