ERPNext trial demo without Custom app (* Is Free):

If you want the ERPNext trial demo, go to the below link and set up free 14 days trial demo.
https://frappecloud.com/erpnext/signup
Note: You can use only frappe-related apps.

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ERPNext trial demo with Custom app (* Not Free):

If you want the App Trial Demo, then follow step:

1. Please go to the frappe cloud site and log in to it.
https://frappecloud.com/dashboard/login
2. Creating a new bench on frappe cloud.
https://frappecloud.com/docs/benches/create-new

Note: As per frappe cloud's new policy, they can't provide the custom publisher app on the trial version. So If you want to trial the demo for the app then, please choose a one-month plan your according.

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Buy App:

If you want to buy an app then go to the Solufy Apps Store and buy it.
https://app.solufyerp.com

Insurance Management

Insurance management app is a business application developed by solufy in ERPNext version 14 for insurance companies, agencies, and clients. It helps insurance companies automate their day-to-day operation and keep records of all transactions. It helps companies manage multiple insurance policies, clients and their claims and reports.

📢   For Version 14,

First needs to install ERPNext, Frappe HR app. After then install the Insurance Management app.

Insurance Management

Configuration:

➤ Branch

• Create and Manage various branch.

➤ Policy Details

• Manage polices details

➤ Scheme Details

• Manage schemes with details like Scheme Name,Policy Name,Policy Code,Minimum Duration,Maximum Duration,Minimum Amount,Maximum Amount,Normal Coverage,Accident Coverage,Loan,Return and GST rate etc.

Let’s have a look at features of the Insurance Management

➤ Policy Management

• Lets you creates various types of policies for customers
• Flexibility to create different modes of payments for policies (Yearly,Half Yearly,Monthly,Quarterly)
• Options to set policy according to its duration.
• Calculate premium as per different modes of payments(Yearly,Half Yearly,Monthly,Quarterly)
• Agent commision will automatically calculate once paid the policy premium by customer
• Policy amount will be calculate automatically as per configure Policy Plan,Policy type,Duration in Year,Policy issue date
• Policy Sale report is generated in PDF format
• Policy premium is calculate with GST or Without GST rate
• Easily adds attachments or notes about the insurance.

➤ Claim Management

• Customer will cliam of insurance once expired the policy
• LIC officer can check the policy after that pass the cliam and approve

➤ Agent Commission

• Agent commission will be calculated after paid premium policy by customer also calculate total agent commision
• Generate agent commision report

➤ Insurance Plan Report

• Create insurance plan detail report as per need of the customer.
• Customer can get info about specific plan: how much get future benefit and coverage like Yearly Premium,Normal Coverage,Accident Coverage,Loan, Returns etc
• Insurance Plan report is generated automatically with Premium,Normal Coverage,Accident Coverage,Loan, Returns

➤ Customer Management

• Create and manage records for customers of the company

➤ Agent Management

• Create and manage records for agents of the company
• Easily create a record of personal data of the agent.

➤ Key Reports

• Agent Commission Report
• Policy Claim Report
• Policy Sale Report

License

MIT