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Odoo 17

Insurance Management Pro CRM for Odoo 17

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

OPL-1
PriceFree
LicenseOPL-1
Odoo17
CategorySales

Availability on Odoo 17

Which versions this module supports.

Insurance Management Pro CRM 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 CRM 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 CRM page.

  • New business captured in Odoo CRM flows through to an insurance submission
  • The opportunity stays owned by the broker who captured it, so salesperson record rules keep working
  • No widening of CRM security groups to make the link work
  • The core module never depends on CRM, so a broker who does not use it installs nothing extra

Questions

About Insurance Management Pro CRM on Odoo 17.

Does Insurance Management Pro CRM work on Odoo 17?

Yes. Insurance Management Pro CRM 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 CRM does.

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

Open the Insurance Management Pro CRM page