How to use
Insurance Form View.
In this form you can store details of insurance,customer,agent of that insurance basic details of customer,issued date of insurance, no of payments and expired date of customers credit card,also you can track from which department insurance is issued and who was the issuer.
With the information you can also track the no of payments done by customer at which date and how much amount is paid by the customer.
Insurance Payment Details.
You can also 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.
Mail regarding payment to the customer on customers email id.
Reports of Insurance Details.
If you want to see the report of all insurance that are issued between specific dates and status of that insurance you can print the reports regarding that or if you want to see just few of them you can also select that insurance and can view it.
Generated Insurance Reports.
Followup level settings.
You can also set followup setting regarding your company rules. It inculdes 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.
You will get 90 Days free support incase any bugs or issue (Except data recovery).
At BrowseInfo we offer end to end solution for Odoo services. Which includes analysis & consultation on the workflows and integration part. Please note that You're not allowed to distribute this module after purchase! Incase of any question regarding this module feel free to email us on email@example.com or raise a ticket on support.
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