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
➤ 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
