Description
Insurance Management Module with Odoo
Below is the list of features you gain from our Insurance management module in Odoo
Insurance Management module Overview from Menu View.
Insurance Branch Details
Policy Schemes Details.
Agent Details.
Customer Details.
Policy Register Details.
Print Reports
Invoice Details.
Logs.
More Reports.
Dashboards
Invoice Details.
Send Payment Due Email.
Auto Generate Invoice and send email with invoice attachments.
Insurance Management module Overview from Menu View:
After installation, You will find the menu as following:
Insurance Management -> Policy -> Policy Quotation (Where you can prepare quotation for particular policy to your customer)
Insurance Management -> Policy -> Customer Details (All the information about the customer) Insurance Management -> Configuration -> Insurance Company (This is nothing but the company who is offering the Insurance )
Adding of Insurance Company or Branch :
Insurance company menu which is a part of configuration you can add the insurance company name from where you are allocating the insurance Here is the view of adding up of Branch registration or adding of insurance company
Adding up of Branch form view Branch Registration menu which is a part of configuration you can add the your company’s branch or sub-branch.
