Manage Insurance Departments
Users can create and manage insurance departments in Odoo from Insurance → Configuration → Department. Each department can be set with a name and unique code for easy organization.
Configure Insurance Frequencies
Users can create and manage insurance frequency periods in Odoo from Insurance → Configuration → Frequency. Each frequency can be defined with a duration and description.
Manage Insurance Issuers
Users can create and manage insurance providers in Odoo from Insurance → Configuration → Insurance Issuer. This keeps insurer records organized for use in insurance policies and related processes.
Create Insurance Policy
Users can create an insurance policy in Odoo by adding the customer, agent, department, insurance issuer, policy dates, payment frequency and other policy details. The record starts in Draft and can be moved to Open when the policy is ready.
Track Insurance Payments
Users can track customer insurance payments from the Payment tab in Odoo. It shows each payment date and paid amount, making it easy to review payment history for the insurance policy.
Send Insurance Remainder
Users can send insurance payment follow-up reminders to customers by selecting the Follow-Up Sending Date and clicking Send Emails. Odoo sends reminders based on the configured follow-up levels.
Insurance Remainder Email
Users can view the insurance payment reminder email sent to customers for overdue payments. The email includes the due payment date and asks the customer to complete the payment on time.
Insurance Report
Users can generate insurance reports in Odoo by selecting a date range and the required report preference. The report can be printed to review insurance records for the selected period.
Configure Insurance Payment Follow-Ups
Users can set multiple payment follow-up levels in Odoo based on the number of days before or after the insurance payment due date. Each level can be configured to automatically send reminder emails to customers.
