Frappe Cloud
Marketplace
Search for an app
Frappe
Products
Insights
Insurance Management
Life insurance is a contract between an insurance policy holder and an insurer or assurer, where the insurer promises to pay a designated beneficiary a sum of money upon the death of an insured person. Depending on the contract, other events such as terminal illness or critical illness can also trigger payment.
Install now
8
installs
Publisher
Supported versions
Version 15, Version 14
Categories
Paid
Integrations
E-Commerce
About
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.ERPNext trial demo with Custom app (* Not Free):
If you want the App Trial Demo, then follow step:
- Please go to the frappe cloud site and log in to it.
https://frappecloud.com/dashboard/login- 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.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
User Reviews
No reviews yet, be the first to review.
0 rating
More apps from
Solufy Solution
Tours And Travels
The Tours And Travels module allows for managing Tour Package and Registration Management, Contract Management, and Travels Services. Also will manage a Hotel Management System, Restaurant Management System, and Transportation Management System. Tours And Travels module-wise manage reports and workspace.
Gym Management
Gym Management allows managing equipment, register member, measurement History, membership, trainer, trainer attendance, workout/diet plan, assign workout/diet schedule, gym meeting/events, and appointments. Gym Management also manages reports, dashboards, and workspace.
Project Management System (PMS)
The Project Management System manages the employee check-in and check-out entry. It manages the project-wise task-wise hours-wise entry in the timesheet. It also manages the employee in-out attendance with timesheet calculation.
Car Repair Management
This app is developed to handle business/industries of Car Repairs using ERPNext Version 14.
Visa Management
This module is developed for visa application manage the record of applicants with various stages approved,used,return,Expire etc.
Tariff
The Tarrif app is extension module of freight management with purchase workflow. We can manage tariff duties and additional charges
Explore more apps