Odoo For Insurance Management

Insurance Management Odoo Apps

Insurance Management Odoo App is a comprehensive tool that helps businesses manage insurance policies, premium payments, customer details, and due dates all in one place. Users can create and track multiple insurance records, monitor premium payment statuses, and send automated reminder emails to customers for upcoming or overdue payments. The app also allows users to generate detailed PDF reports for insurance records and payment history, making it easier to stay organized and compliant.

Manage Insurance Policies

This application allows users to create and manage multiple insurance records, including policy details, coverage, and customer information.

Track Insurance Payments

Easily monitor premium payment statuses and keep track of payments completed by customers.

Automated Reminder Emails

The system automatically sends reminder emails to customers about upcoming or overdue insurance premium payments.

Customer Management

Maintain complete customer details linked with their insurance policies for easy tracking and communication.

Due Date Monitoring

Stay updated with upcoming policy renewal or premium due dates to ensure timely follow-ups and avoid lapses.

Generate Insurance Reports

Users can generate detailed PDF reports for insurance records and payment history, ensuring proper documentation and compliance.

Benefits of Insurance Management

Centralized Policy Management

Easily handle multiple insurance policies, customer details, and premium schedules from a single platform.

Enhanced Compliance

Keep accurate records of policies, payments, and reports to stay compliant with regulatory requirements.

Timely Follow-Ups

Automated reminders ensure customers never miss premium due dates, improving customer satisfaction and retention.

Data-Driven Insights

Generate detailed PDF reports to analyze payment history, customer activity, and policy performance for better decision-making.

Operational Efficiency

Reduce manual work by automating policy tracking, payment monitoring, and communication with customers.

Insurance Department Menu

Insurance Frequency Menu

Insurance Issuer

Create Insurance

User can create new insurance by entering contact information, department information, insurance dates and other information, and see in "Draft" state, User have to click on "Open" button.

Insurance Payments

User can track the number of payments done by customer at which date and how much amount is paid by the customer for insurance under payment tab.

Send Insurance Remainder

User can send insurance premium payment reminder to the customer via mail for that you have to choose the date when you want to send reminder and it will automatically sends reminder of payment to all customer the gap between sending the reminder will be according to follow-up-levels of you company.

Insurance Remainder Email

User can see due insurance remainder email send to user.

Insurance Report

User can also generate insurance report for all insurance or selected insurance.

Payment Follow-ups

You can also set followup setting regarding your company rules. It includes that when to send what reminder to customer according to starting or ending date of insurance. You can also set levels of sending reminder so it will automatically send reminder to customer of their payments.You can select gap between sending reminder and chose template of email which will sent to customer.

Why Choose Our Odoo Insurance Management Module?

Our Odoo Insurance Management Module simplifies policy management, automates payment tracking, sends timely reminders, and generates detailed reports—helping businesses stay organized, compliant, and customer-focused.