MICROINSURANCE
Information about the MICROINSURANCE instance of Odoo, the Open Source ERP.
Installed Applications
- Loan Management System in Odoo for Customer and Supplier | Customer Loan | Supplier Loan
- Loan Management system in odoo for customer and supplier Customer Loan Supplier Loan vendor Loan Loan Type Loan Proef Loan type Loan Request Notification Loan Document Loan installment Loan Disbursement Customer Loan Process Loan emi Loan summary report Loan Ouststanding Report
- Invoicing
- Invoices & Payments
- CRM
- Track leads and close opportunities
- Rise Insurance CRM Bridge
- Links CRM opportunities to Rise Insurance policies
- Website
- Enterprise website builder
- Accounting
- Manage financial and analytic accounting
- Project
- Organize and plan your projects
- Dolphin SMS Gateway
- Send SMS from CRM and Contacts using Dolphin SMS gateway
- Rise Company Operation Separation
- Separates Microfinance loan operations from Microinsurance operations in CRM and business records.
- Rise Contact and CRM Extra Fields
- Adds EC Number, ID Number and Date of Birth to Contacts and CRM
- Rise Insurance Management
- All-in-one Insurance Management: policies, claims, agents, documents, dashboard and reminders
- Rise Loan Agent Commission
- Agent commission management linked to loan interest
- WhatsApp Messaging
- Text your Contacts on WhatsApp
- Discuss
- Chat, mail gateway and private channels
- Contacts
- Centralize your address book
- Calendar
- Schedule employees' meetings
- To-Do
- Organize your work with memos and to-do lists