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Sales app for Odoo

Insurance Management Pro CRM

Connects Odoo CRM to the placement spine, so an opportunity becomes a submission and the broker who captured it keeps ownership of it.

FreeGet it on the Odoo StoreAsk about this app
SalesOPL-1Odoo 17
PriceFree
LicenseOPL-1
Odoov17
CategorySales

Overview

Insurance Management Pro CRM.

Insurance Management Pro CRM bridges Odoo's CRM app to the broker's placement records. New business is captured as an opportunity, carried through to a submission, and stays owned by the person who captured it, so Odoo's own Own Documents Only rule keeps working rather than being widened. It is a free add-on and is not a standalone product: it requires Insurance Management Pro and Odoo CRM. CRM is first class in a brokerage but it must never be required, which is why this is a bridge rather than part of the core.

New to Odoo Sales? Read our practical guide to how it works

Also included

Everything else in the box.

New business captured in Odoo CRM flows through to an insurance submissionThe opportunity stays owned by the broker who captured it, so salesperson record rules keep workingNo widening of CRM security groups to make the link workThe core module never depends on CRM, so a broker who does not use it installs nothing extraPipeline reporting stays in Odoo CRM, where your sales team already works

New business starts in CRM and ends up in the placement spine.

What it does

Insurance Management Pro CRM bridges Odoo's CRM app to the broker's placement records, so new business captured as an opportunity carries through to a submission instead of being rekeyed.

The detail that matters is ownership. Odoo's salesperson group is Own Documents Only, so an opportunity created by the system rather than by a person is invisible to the broker who is supposed to work it. This bridge assigns ownership to the capturing broker rather than widening the CRM security group, because widening a group to fix a visibility problem grants far more than the problem required.

Who it's for

Brokerages that already run their new business pipeline in Odoo CRM and want it joined to placement rather than parallel to it. If you do not use CRM, do not install this: the core module has no idea it exists.

Questions

About Insurance Management Pro CRM.

Do I have to use Odoo CRM to run the insurance suite?

No. The core module does not depend on CRM at all. This bridge exists so that CRM is available to brokers who want it and absent for those who do not.

Who owns an opportunity created from insurance activity?

The broker who captured it. That matters because Odoo's salesperson group is Own Documents Only, so an opportunity owned by the system would be invisible to the very person meant to work it.

Does it change my CRM stages?

No. It uses your existing pipeline. The module adds the link to the placement records rather than replacing how your sales team works.

On the Odoo Store

Get Insurance Management Pro CRM on the Odoo Store.

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Odoo 17