Our team configured, customized, and crafted the modules to ensure that insurance companies can use this system to ensure powerful business processes with their Insurance agents This proposed solution for insurance management has been developed in the latest Odoo version; Odoo 9, which ensures to fulfill all the requirements of the Insurance business. This software allows you to use other Odoo modules like Accounting, HRM, CRM, Sercive management to keep your organization streamlined. But it majority focus on handling customers, policies, policies time, date of expiry, and company details. Below is the list of features we tried to capture from our Insurance management module of Odoo.  - We are also developing other features for our customers, that we will update as soon as possible. Further this module is very flexible to customize or integrate as per your business requirements.

Get full advantage of the system, it has all the features that are beneficial for Insurance Companies.

Module Functionality :      

  • Insurance Management module Overview from Menu View

  • Insurance Branch  Details

  • Policy Schemes  Details

  • Agent Details

  • Customer Details

  • Policy Register Details

  • Print Report

  • Invoice Details

  • Send Email

  • Generate invoices automatically and send email invoice attachment.

  • Logs

  • More Reports

  • Dashboards

  • Send Payment Due Email


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