odoo 9 Insurance Management

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

User need to define all the clauses which has to be included in company’s insurance policy.

User can define the type of contracts which are present in company. This will include following:- Template product line, Template clauses, Specific Condition Attachment & Notes.

Template Product Line

User can define type of clause applied under contract

User can upload the document related to the contract.

User can maintain the Notes against the contract.

It is used for configuring expert report type extraction analysis.

System maintains the data of all customers

System can maintain all the data of Contracts made by customer.

System can maintain all the data of claim made by customer.