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Manage your whole insurance brokerage business in Dolibarr, from the CRM opportunity to the payment of the broker commission. The module centralizes customer policies, quotations, policy issuance, renewals, claims tracking, broker commissions and documents in one organized and fully traced workflow. No more spreadsheets, scattered emails or missed follow-ups.
Decide from a single place what each user can see and do in Dolibarr: close off entire areas or specific pages, forbid creating, editing, deleting or validating, limit which records are accessible by condition, hide or lock fields, hide tabs, columns and buttons, switch an account to read-only or suspend a login. Every refusal is decided on the server, before the page runs.
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This module allows you to create a project automatically after the creation of a commercial proposal.
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