This module crafted by Cybrosys Technologies, 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.

The accounting localization for the country has to be installed

Create insurance policies for customers.

Manage insurance claims and details..

Manage salary and commission of agents.

Create accounting entries for all.

Invoices/ Bills can be created for insurance, claims and the salary/commission of agents.

View and manage customers

Configuration -> Customers.

Manage policies

Configuration -> Policies

Create new policies and add the policy details.

Manage Agents(Employee)

Agent -> Agent

Create new agent and add the details. The salary type can be selected as fixed, commission or both(salary + commission). The salary payment can be done where the salary is computed based on the salary type selected. The commission is calculated based on the percentage mentioned in the insurances under the agent..

Manage insurances

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..

Manage claims

Insurance Management -> Insurance

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.