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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.
Invoice your construction contracts on progress: from a sales order or a purchase order, issue interim payment certificates period after period, with certified quantity tracking, retention money, advance recovery, approval workflow and automatic invoice generation.
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Bulk password update of all user (expect admin users, or without email, or disabled users) and send by email new password to users. Set limit date on user password to force them to update it.
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Help with installation - User manual |
Module video discovery |
I want to test the module : |
-> Some modules may include these benefits, this is then mentioned in the section "Namely" see above.
-> For any additional intervention: service delivery of a technician is priced at € 375 excluding tax, for half a day, remotely.
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