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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.
Automatically compute the commissions of your salespersons, sales managers, branch managers and external agents at sales order confirmation, customer invoice validation or customer payment. Commissions are grouped every month into commission worksheets, billed with a vendor bill and followed until payment.
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Point of sale with touch friendly interface and cash audit.
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Module version: auto
Publisher/Licence: Microvalencia / AGPL
User interface language: English / Spanish / French
Help/Support: None / Mail to info@microvalencia.es
Prerequisites:
Install:
unzip posfacil.zip