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Project app for Odoo

Insurance Management Pro Project

Connects broker servicing work to Odoo Project, so renewals, surveys and outstanding requirements become tasks your team already tracks.

FreeGet it on the Odoo StoreAsk about this app
ProjectOPL-1Odoo 17
PriceFree
LicenseOPL-1
Odoov17
CategoryProject

Overview

Insurance Management Pro Project.

Insurance Management Pro Project bridges the broker's records to Odoo Project, turning servicing work into tasks in the app your team already uses. Renewal preparation, survey follow up and outstanding requirements become tasks rather than reminders in somebody's head. It is a free add-on and is not a standalone product: it requires Insurance Management Pro and Odoo Project. In the legacy system this integration was mandatory; here it is a bridge you install only if you want it.

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

Also included

Everything else in the box.

Servicing work tracked as Odoo Project tasks rather than remindersRenewal preparation and follow up sit in the app your team already opensThe core module never depends on Project, so it is genuinely optionalUses your existing projects and stages instead of imposing new ones

Servicing work as tasks, in the app your team already uses.

What it does

Insurance Management Pro Project bridges the broker's records to Odoo Project. Renewal preparation, survey follow up and chasing outstanding requirements become tasks in your existing projects, rather than reminders that depend on somebody remembering.

It uses Odoo Project as it stands. There is no second task model and no new set of stages to maintain.

Who it's for

Brokerages already running work in Odoo Project that want servicing joined to it. The legacy system this product replaces forced this integration on everyone; here it is a bridge, and leaving it out costs you nothing.

Questions

About Insurance Management Pro Project.

Is Odoo Project required to run the insurance suite?

No. The core module does not depend on Project. This is a bridge, and the legacy system this product replaces made the same integration mandatory, which is exactly what was wrong with it.

Does it create its own task model?

No. It uses Odoo Project tasks, with your existing projects and stages.

What sort of work becomes a task?

Servicing work: renewal preparation, chasing an outstanding requirement, following up a survey. The kind of thing that otherwise lives in somebody's inbox.

On the Odoo Store

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Odoo 17