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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.
Frozen list headers, columns you can resize and that stay resized, adjustable density, and you come back exactly where you left off.
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This module allows you to create a project automatically after the creation of a commercial proposal.
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