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

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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


Version Control Log Version Author Description of Changes Date

Odoo Version Author Document Name

9 Globalteckz Insurance Management

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Originated in India.


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


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


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.


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.


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.


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..


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.


List Of All Added Schemes :

Agent Details :

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


Agent Form view

List of all your Agents


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


List of all your customers in one view.

You can directly send email from policy registration functionality.


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


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


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

EMI invoice and send email to customer with invoice attachment.


Policy Quotation :


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 . .


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

directly.


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..


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


About GlobalTeckz

At GlobalTeckz we offer our clients with world class Business and Enterprise solutions, we are a

company of Experienced Professionals holding many years of expertise in implementing

OpenERP, Magento, and Joomla for our clients across the globe.

GlobalTeckz is currently having the presence in India. We offer Business solutions to ensure

smooth working of client’s business processes at competitive prices. Our teams have many years

of experience in handling business application with best methodology.

We Analyze – Develop – Implement –Support the Enterprise grade business software to assure

successful implementations of ERP solutions specific serving manufacturing, Trading,

eCommerce and Service Verticals. Globalteckz is an official Odoo partner.

Our Development team is based in India and worked round the clock to provide flexibility in

communication. Our Open source Business software implementations specially crafted for Small

and Mid Sized Businesses.

We believe in excellent customer services during and after implementation. We not even offer

you with these solutions but also help you in consulting &selecting the best suitable solutions for

your business.

We use latest implementation & development methodology to ensure quality and timely

implementation which meets the needs of our customers.


GlobalTeckz

Mumbai, India

To learn more visit

www.globalteckz.com

General Inquiries

[email protected]

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