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Odoo 17

Insurance Management Pro for Odoo 17

Agency management for insurance brokers in Odoo: submissions, market approaches, quotes, binding, policy terms, endorsements, renewals and commission, with the policy separated from the term it is covered under.

OPL-1
Price$499
LicenseOPL-1
Odoo17
CategoryServices

Availability on Odoo 17

Which versions this module supports.

Insurance Management Pro runs on Odoo 17. This page covers availability, licensing and how to install it on 17 specifically. For the full feature breakdown, see the main Insurance Management Pro page.

Odoo versionStatusAvailable
Odoo 17Supported (this page)Yes

In short

What it does.

A summary for Odoo 17. The full breakdown is on the main Insurance Management Pro page.

  • Placement spine: submission, market approach, quote, bind, policy term, transaction, each a record with its own state
  • The policy is separate from the policy term, so a renewal creates a new term and never overwrites the cover that expired
  • Bind wizard creates the term, the placement lines and the opening transaction in one step, and refuses to bind behind an unmet condition precedent
  • Typed transactions: new business, endorsement, cancellation, reinstatement and renewal are different events, not one status field

Questions

About Insurance Management Pro on Odoo 17.

Does Insurance Management Pro work on Odoo 17?

Yes. Insurance Management Pro is published for Odoo 17 on the official Odoo Apps Store, and we maintain it across the versions listed above.

How do I install it on Odoo 17?

Buy or download it from the Odoo Store listing for 17, add it to your addons path or install it directly on Odoo.sh or Odoo Online where supported, then update the apps list and install. We can do the install for you if you would rather not.

What happens when I upgrade Odoo?

We maintain the module across current major versions, so an upgrade path exists as long as the target version is listed above. Tell us before you upgrade and we will confirm.

Full details

Everything Insurance Management Pro does.

Features, screenshots, setup and FAQs on the main module page.

Open the Insurance Management Pro page