Odoo Insurance Management - - Official Odoo Partners | | Odoo Insurance Management Insurance Management Module with Odoo version 9 Below is the list of

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  • Globalteckz - Official Odoo Partners | www.globalteckz.com| Odoo Insurance Management

    www.globalteckz.com

    Odoo Insurance

    Management

    (Odoo version 9)

    Can be migrated to Odoo version 10 & 11 incase needed

    Version: 1-01

    Document Security: Public

    Presented by Globalteckz Team

    www.globalteckz.com

  • Globalteckz - Official Odoo Partners | www.globalteckz.com| Odoo Insurance Management

    Version Control Log Version Author Description of Changes Date

    Odoo Version Author Document Name

    9 Globalteckz Insurance Management

    Copyright & Legal This module report, prepared specifically for public is the intellectual property of GlobalTeckz. It is protected by copyright and it

    is presented in circumstances of complete confidentiality. It must not be given, reproduced, or disseminated, to any person, public

    authority, institution or organization without the express consent of GlobalTeckz, in writing.

    In no event shall of GlobalTeckz, be liable to anyone for special, incidental, collateral, or consequential damages arising out of

    the use of this information appear, and when the editorial staff were aware of a claim, the designations have been shown. Other

    trademarks, registered trademarks, and service marks are the property of their respective owners.

    Copyright 2017 of GlobalTeckz. All rights reserved.

    Originated in India.

  • Globalteckz - Official Odoo Partners | www.globalteckz.com| Odoo Insurance Management

    Insurance Management Module with Odoo version 9

    Insurance Management module with Odoo version 9 developed by Globalteckz offers you with

    powerful features that insurance companies or insurance agency needed this solution for

    insurance management has been developed the latest version of Odoo 9 to ensure other ERP

    features can be used as per the requirements. Apart from handling customers, policies, policies

    time, date of expiry, company details you can also use multiple odoo modules such as Human

    resource, Accounting, services management, CRM and so on

  • Globalteckz - Official Odoo Partners | www.globalteckz.com| Odoo Insurance Management

    Insurance Management Module with Odoo version 9

    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.

    Auto Generate Invoice and send email with invoice attachments.

    Logs.

    More Reports.

    Dashboards

    Invoice Details.

    Send Payment Due Email.

    This module is further customizable as per your business requirements

  • Globalteckz - Official Odoo Partners | www.globalteckz.com| Odoo Insurance Management

    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 )

  • Globalteckz - Official Odoo Partners | www.globalteckz.com| Odoo Insurance Management

    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 companys branch or sub-branch.

  • Globalteckz - Official Odoo Partners | www.globalteckz.com| Odoo Insurance Management

    Currency Configurations.

    List of all Companies and Details : As an agent or Insurance company you can view all the list of

    insurance company where you have tie up with you can also see details such as address, contact

    numbers and so on . . . This part helps you to understand the list quickly from which companies

    you can offer the insurance schemes to your customer.

  • Globalteckz - Official Odoo Partners | www.globalteckz.com| Odoo Insurance Management

    Adding Policy Type : - As an insurance company we sold different-different type policy like

    Personal Insurance , Health Insurance, etc.

    An Example of adding Policy type and details.

    List of all policies.

  • Globalteckz - Official Odoo Partners | www.globalteckz.com| Odoo Insurance Management

    Add Policy Schemes : In policy schemes form we can configure insurance policy structure. In

    schemes form we add schemes details like policy name, type, minimum duration maximum

    duration, minimum amount, maximum amount, etc..

  • Globalteckz - Official Odoo Partners | www.globalteckz.com| Odoo Insurance Management

    Below is the form for adding schemes

    1. Product Name

    2. Policy type

    3. Policy Code

    4. Minimum duration of the policy

    5. Maximum duration for which the policy can be taken

    6. Minimum Amount

    7. Maximum amount which the policy can be taken

    8.Tax in case any

    9. Interest rate

    10. Adding of Agent

    11. Save the scheme.

  • Globalteckz - Official Odoo Partners | www.globalteckz.com| Odoo Insurance Management

    List Of All Added Schemes :

    Agent Details :

    Agent Detail is another menu which offers you to create new agent and fill agent details

  • Globalteckz - Official Odoo Partners | www.globalteckz.com| Odoo Insurance Management

    Agent Form view

    List of all your Agents

  • Globalteckz - Official Odoo Partners | www.globalteckz.com| Odoo Insurance Management

    Customer Details :

    Customer Detail is another menu which offers you to create new customer, their policies details,

    the policy number, expiry dates and so on . .

    Customer Form : As you can see we have different fields available here in the customer form

    where you can enter the details such as address, phone number, tags, multiple contacts, notes,

    policy details and so on . .

    The number of fields can be added based on the requirements

    View Customer Policy in Policy Details Tab:

    In the policy detail tab you can easily identify the number of policies taken by the customer with

    details such as policy number, insurer name, end date, renewal date and so on . . .The best thing

    about this tab is that a single customer may taken different policies from one company or

    different insurance company which can be easily find out

  • Globalteckz - Official Odoo Partners | www.globalteckz.com| Odoo Insurance Management

    List of all your customers in one view.

    You can directly send email from policy registration functionality.

  • Globalteckz - Official Odoo Partners | www.globalteckz.com| Odoo Insurance Management

    Put Policy in done stage directly to get the easy monthly installments with due dates.

    Here is an example of getting policy number and the Easy monthly installments including the

    invoices attached

  • Globalteckz - Official Odoo Partners | www.globalteckz.com| Odoo Insurance Management

    Till the final number of EMI's with due dates EMI amount.

  • Globalteckz - Official Odoo Partners | www.globalteckz.com| Odoo Insurance Management

    Automated emails - Run scheduler - Every Day automatically run scheduler and generate policy

    EMI invoice and send email to customer with invoice attachment.

  • Globalteckz - Official Odoo Partners | www.globalteckz.com| Odoo Insurance Management

  • Globalteckz - Official Odoo Partners | www.globalteckz.com| Odoo Insurance Management

    Policy Quotation :

  • Globalteckz - Official Odoo Partners | www.globalteckz.com| Odoo Insurance Management

    To prepare an insurance policy quotation to your customer you can simply enter all the details you

    can also set up the payment method as monthly, quarterly and so on . .

  • Globalteckz - Official Odoo Partners | www.globalteckz.com| Odoo Insurance Management

    After all the details you can save policy directly or for confirmation you can email the quotation

    directly.

  • Globalteckz - Official Odoo Partners | www.globalteckz.com| Odoo Insurance Management

    Send email to customer and view all invoice button as well as print report.On click confirm button

    the Policy detail line will be generated base on number of duration and amount..

  • Globalteckz - Official Odoo Partners | www.globalteckz.com| Odoo Insurance Management

    Invoice Details:

    On click view all invoice button we are navigate to invoice form where all policy quatation

    invoice alrady created.

    The above list of features with Insurance management using Odoo version 9 is further

    customizable as per your business requirements

    This module can be migrated to Odoo version 8, 10 or latest version 11 also

  • Globalteckz - Official Odoo Partners | www.globalteckz.com| Odoo Insurance Management

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