+ The module enables users to create insurance + policies, manage insurance claims, and handle + agent salaries, with or without commissions. +
+Insurance Management +
+
+ 
+ Email Us
+
+
+ 
+ Skype Us
+
+ 
+ 
+ 
+ Key + Highlights
+
+ + Create insurance policies for customers +
++ Insurance can be created under these + policies
+
+ + Manage insurance claims and details. +
++ We can manage the insurance claims and the + salary of agents with or without the + commission. +
+
+ + Create accounting entries +
++ Approval Invoices/ Bills can be created for + insurance, claims and the salary/commission + of agents. +
+
+ Are you ready to make your business more
+ organized?
+
Improve now!
+
+
+ 
+ 
+ 
+ 
+ + View and manage + + Customers +
++ Go to Configuration > Customers + to view and manage customer + details. +
+
+ + + + Policy Types + Configuration +
++ Go to Configuration > Policy + Types to access and define + different types of insurance + policies. +
+
+ + + Payment Type Configuration +
++ Navigate to Configuration > + Payment Type to manage various + types of payment types used in + the system. +
+
+ + + Policy Management Configuration + +
++ Navigate to Configuration → Policy to create a new policy by specifying the Policy Type, and Policy amount. +
+
+ + Agent + + + Management +
++ Navigate to Agent → Agent, + create a new agent and enter the + details. Select the Salary type + as Fixed, Commission or + Both (Salary + Commission), + Specify the Base Salary, Last + Payment Date (date on the last + payment), and Related user + responsible for salary payment. + +
++ The Salary Payment Button will be enabled after selecting the Related User. +
++ 1. Fixed Salary will be the Basic Salary. +
++ 2. Commission: Salary will be based on the commission earned for each insurance created. +
++ 3. Both: Salary will include the Basic Salary + Commission earned for each insurance created. +
+
+ + Manage insurance 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. +
+
+ + 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 +
+
+ + Register payment and Post + + + Invoice. +
+
+ + Payment completed and Confirmed + + + + Insurance. +
++ Now the invoice has paid, and + status is + posted and state is confirmed + state + and the sequence is also created +
+
+ + Insurance Details + +
++ The insurance details created by + the agent + can be viewed under the + 'Insurance Details' tab in the + Agent form. +
+
+ + Salary + + Payment. +
++ Clicking on 'Salary Payment' + generates a draft bill for the + last payment. +
+
+ + Salary Payment by creating + + Bill +
++ Clicking on the draft bill + allows payment of agent's basic + salary, as the payment type is + fixed for each insurance + calculated with Insurance + Management. +
+
+ + Confirm and Salary payment + + Completed. +
++ Upon Confirming the bill and + registering the payment, the + bill reference becomes visible. +
+
+ + Manage insurance 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 the + past months. + The insurance can be confirmed + after adding + all required + details. Invoice can be created + for the + insurance in multiple invoices. +
++ Installment amount is calculated + from Total + policy amount divided by the + duration in + the past months.Amount remaining + calculated from + Amount and invoiced total + amount.Confirm the + Insurance +
+
+ + 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 + the remaining amount is + also calculated +
+
+ + Invoices of Payment type as + + + + Installment. +
+
+ + Salary type as + + + + Commission. +
++ Create an agent with salary type + as + Commission. +
+
+ + Create Insurance for salary payment as + + Commission. +
++ Create an insurance with an + agent with + salary type as commission, + confirm it and + post the invoice. +
+
+ + Salary Payment for the + + Agent. +
++ Go to Employee Management, + select the agent + and click on salary payment; a + draft bill is + created +
+
+ + Salary payment as commission + + Only. +
++ Click on a created draft bill + and + commission + as commission rate of insurance + is + calculated as salary, confirm it + as pay it +
+
+ + Salary payment as + + both. +
++ Create an agent and salary type + as both +
+
+ + Insurance management:Create + + insurance. +
++ Create an insurance and specify + the + commission rate as salary is a + sum + of basic + salary and commission from + insurances. +
+
+ + Salary payment for salary type + + both. +
++ Go to Employee Management and + make salary + payment, create a draft bill and + clicking on + that we can see,both basic + salary and + commission rate of insurance has + been summed + to the salary +
+
+ + 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. +
+
+ + Create insurance policies for + customers
++ Manage insurance claims and + details.
++ Create accounting entries
+
+ + The Insurance + Management module, + developed by + Cybrosys Techno + Solutions, is + designed to + streamline the + operations of + insurance businesses + within Odoo. It + enables users to + create and manage + insurance policies, + handle claims, + oversee agent + salaries and + commissions, and + generate necessary + accounting entries. +
++ Yes, the Insurance + Management module is + compatible with + Odoo.sh, and + on-premise + installations. +
++ Yes, the module + allows for the + creation of invoices + and bills related + to: + + Insurance policies + Claim + Agent salaries and + commissions +
+
+ Policy Creation:
+ Develop and manage
+ insurance policies
+ tailored for
+ customers.
+ Claims Management:
+ Efficiently handle
+ insurance claims and
+ maintain detailed
+ records.
+ Agent Management:
+ Oversee agent
+ details, including
+ salary structures
+ (fixed,
+ commission-based, or
+ both) and compute
+ payments
+ accordingly.
+
+ Latest Release 18.0.1.0.0 +
+ + 29th February, 2025 + +-
+
- + Initial Commit + + +
+ Related Products +
+ +
+ 
+ 
+ 
+ 
+ 
+ + Our Services
+ 
+ 
+ 
+ 
+ 
+ 
+ 
+ -
+
+ You haven't created any claims yet. +
+-
+
+ You haven't created any agent yet. +
+-
+
+ You haven't created any insurance yet. +
+-
+
-
+
+ You haven't created any policy yet. +
+-
+
+ You haven't created any policy yet. +
+