we’ve been working with an insurance management companies primarily based in Dubai Sharjah UAE Oman Qatar India. Our team designed, custom-built and made the modules to ensure that insurance firms will use this system to ensure powerful business processes with their Insurance agents. This proposed solution for insurance management with ERP has been developed with the newest version of Odoo 11 to confirm alternative ERP options will be used as per the requirements. apart from handling customers, policies, policies time, date of expiration, company details you’ll be able to additionally use multiple Odoo modules like Sales, Dashboard, Email, Human resource, Accounting, services management, CRM and so on.

Below is that the list of options we tried to capture from our Best Insurance management module of Odoo – There are alternative features additionally that we are developing and improvising for our alternative clients which will be updated shortly.

Insurance firms these days must take care of massive data daily, therefore it’s necessary for them to use an ERP to boost their business. using an ERP will enable them to look or view records of the insurance policies, claims, agents or customers. It’ll be simple for the users if the records created is well integrated with alternative business management process like accounting, CRM, sales or is ready to integrate with them, that makes Best Insurance Management ERP Software Dubai Sharjah Ajman Abudhabi.

New Policy Or New Contract

• Allows you to create numerous types of policies for customers.
• Flexibility to create completely different modes of payments for policies. that’s payment will of fixed payment or an installment.
• Options to line policy per its duration.
• The set amount for policy.
• Simply adds attachments or notes regarding the insurance.

Insurance Dashboard

• Choose a policy for the client, all details of the policy will be automatically filled.
• Simply set begin date and finish date for the insurance.
• Create single or multiple invoices against the insurance according to its policy kind.
• A choice to edit policy’s amount.
• Option to generate agent commission in line with the percentage of insurance amount.
• Simply view and manage client invoice from the same from.
• Options to add attachments and notes regarding the record.

Contract Type

Insurance Configuration Consist of Contract Types, Expert Type Reports, Contract Clauses

Insurance Agent needs to define all the clauses which have to be included in the company’s insurance policy.

User Can Upload The Document Related To The Contract

• Create and manage records for agents of the firm.
• Simply create a record of private data of the agent.
• Records regarding the payment details of the agent.
• View insurance associated with the agent.
• A choice to create a payment to the agent in step with a commission from insurance created by him or as fixed payment or both.
• Choices to feature attachments and notes regarding the claims.

Accounting

• otel Management updates synchronized with an accounting module.
• Get income reports, sales, inventory, auditing.
• Ledger Statement and data.
• Holds all transaction updates of the hotel lodging.