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+ Community
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+ Enterprise
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+ Odoo.sh
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+ + Insurance Management
++ Module allows the user to create insurance policies,manage + the insurance claims and the salary of agents with or + without the commission. +
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+ + Key Highlights +
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+ + Create insurance policies for customers
+Insurances can + be + created under these policies +
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+ + Manage insurance claims and details.
+We can manage + the + insurance claims and the + salary of agents with or without the commission. +
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+ + Create accounting entries
+Approval + Invoices/ Bills can be created for insurance, + claims and the + salary/commission of agents. +
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+ + View and manage customers
++ Configuration > + Customers.
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+ + Manage policy types,create new policy + types
++ Configuration > + Policy Types
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+ + Manage Payment Types of different + policies
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+ + Policy Management
++ Create new Policy + with Policy type, Payment type and policy + amount under configuration.
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+ + Employee Management +
++ Create new agent + and add the details. The salary type can be + selected as fixed, commission or both(salary + + commission) and specify the Base Salary + ,Last Payment date, that is date on last + payment, + Related user for giving salary payment. + Salary Payment button will be enabled after + selecting + the Related User.Now salary type is selected + Fixed and Payment type is fixed. + Go + to Agent > Agent.
++ Salary Type:Fixed
++ Salary will be the Basic Salary
++ Salary Type:Commission
++ Salary will be the Commission on each + Insurance created
++ Salary Type:Both
++ Salary will be + Basic Salary +Commission on each Insurance + created
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+ + Manage insurances with Payment type as + fixed
++ Insurance Management -> Insurance: + Create insurance to customers based on a + policy. Add the + agent and the commission of agent in + percentage, payment type fixed,duration in + months. + The insurance can be confirmed after adding + all required + details. Invoice can be created for the + insurance in single invoice.
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+ + Create invoices and confirm
++ Insurance Management -> Insurance: + The insurance can be confirmed after adding + all required + details. Invoice can be created for the + insurance and confirm + insurances and register the payment
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+ + Register payment and Post Invoice
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+ + Payment completed and Confirmed + Insurance
++ Now the invoice has paid and status is + posted and state is confirmed state + and the sequence also created
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+ + Employee Management
++ The insurance details created by the agent + can be + seen inside Insurance details under + agent
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+ + Salary Payment
++ On clicking salary payment we + can see a draft bill on last payment
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+ + Salary Payment by creating bill
++ On clicking draft bill we + can pay the agent the basic salary as + payment type is fixed on each insurance + calculated inside insurance + management
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+ + Confirm and Salary payment completed
++ Confirming the bill and register + the payment,we can see the bill + reference
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+ + Manage insurances with Payment type as + Installment
++ Insurance Management -> Insurance: + Create insurance to customers based on a + policy. Add the + agent and payment type as + Installment,duration in months. + The insurance can be confirmed after adding + all required + details. Invoice can be created for the + insurance in multiple invoice.
++ Installment amount is calculated from Total + policy amount divided by the duration in + months.Amount remaining calculated from + Amount and invoiced total amount.Confirm the + Insurance +
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+ + Confirm and Create Invoice
++ Confirming insurance created and create + invoice, after clicking on invoice and + confirm and post invoice,create invoice + button is again visible to pay the insurance + through installments and remaining amount is + also calculated
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+ + Invoices of Payment type as + Installment
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+ + Salary type as Commission
++ Create an agent with salary type as + Commission. +
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+ + Create Insurance for salary payment as + Commission
++ Create an insurance with an agent with + salary type as commission, confirm it and + post the invoice +
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+ + Salary Payment for the agent
++ Go to Employee Management ,select the agent + and click on salary payment, a draft bill is + created +
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+ + Salary payment as commission only
++ Click on created draft bill and commission + as commission rate of insurance is + calculated as salary,confirm it as pay it +
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+ + Salary payment as both
++ Create an agent and salary type as both +
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+ + Insurance management:Create insurance
++ Create an insurance and specify the + commission rate as salary is sum of basic + salary and commission from insurances +
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+ + Salary payment for salary type both
++ Go to Employee Management and make salary + payment,creates a draft bill and clicking on + that we can see,both basic salary and + commission rate of insurance has been summed + to the salary +
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+ + Manage claims and create insurance to + customers based on a policy
++ Insurance Management -> Claims: + Create insurance to customers based on a + policy. Add the + agent and the commission of agent in + percentage. + The insurance can be confirmed after adding + all required + details. Invoice can be created for the + insurance.
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+ -
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+
 2.svg)
Create insurance
+ policies for customers
+
+ -
+ Manage insurance
+ claims
+ Documents.
+
+
-
+ Manage
+ Agents(Employee)and add the details.
+
+
-
+ Insurance
+ Management
+
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+
- This module allows the user to + create insurance policies. + Insurances can be created under these + policies. We can manage the + insurance claims and the + salary of agents with or without the + commission. + +
+
+
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+
+
+ Version
+ 17.0.1.0.0|Released on: 12th December 2023
+
+ + Initial Commit for Insurance Management.
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+ + You haven't created any claims yet. +
++ You haven't created any employee yet. +
++ You haven't created any insurance yet. +
++ You haven't created any policy yet. +
++ You haven't created any policy yet. +
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