Insurance Broker Company Management for Dolibarr

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.

Who is it for? Insurance brokerage firms, insurance agencies, health, life, motor and property insurers, financial consultants, corporate insurance managers and claims processing providers.

CRM to payment integration

• Broker and insurance company set on the CRM opportunity and automatically carried to the estimate, quotation, invoice and payment.
• Estimate lines generated automatically from the insurance policy selected on the opportunity.
• Risk profile tab: client type, industry occupation, risk category, sum insured declared value, safety measures, exclusions, prior claims.
• One click insurance creation from the opportunity with immediate expected commission computation.
• Graphical workflow: opportunity, estimate, quotation, invoice, payment, insurance, commission, paid commission.

Insurance policies

• Draft, Confirmed, In progress, Approved workflow, cancel and reset to draft.
• Customer, policy, policy type, insurance company, broker, agent, policy number, dates, premium, sum insured, tags.
• Tabs for cost breakdown, beneficiaries, checklist, coverage and terms, description.
• Smart buttons: claims, estimates, quotations, invoices, payments, commissions, renewals.
• Validity active / expiry soon / expired, manual or automatic renewal, email expiry reminders.
• Create a quotation or an invoice directly from the insurance.

Automated broker commissions

• Commission rules by broker, insurance company, policy type and policy: rate, fixed amount, premium or sum insured base, validity period and priority, with a simulator.
• Commission recomputed at each workflow stage and generated automatically on approval.
• Create Invoice button with confirmation popup and configurable commission product: customer invoice to the insurer or vendor bill of the broker.
• Automatic Paid status when the invoice is paid, with invoice reference.
• Commissions menu: to invoice, invoiced, paid, by broker and by insurance company.

Claims management

• Claims declared from the claim form, the insurance or the customer portal.
• Submitted, Under review, Approved, Settled or Rejected with reason, approved amount.
• One click settlement vendor bill; its payment settles the claim automatically.
• Configurable checklists, notes, history and attachments.

Customer and claim portal

• Secure link sent by email, no login required.
• Policy, broker and insurance company details, coverage, beneficiaries and claims.
• Online claim declaration, progress tracking and PDF download.

Reporting and analysis

• Dashboard: active, expiring and expired insurances, open claims, commissions to invoice and paid.
• List, kanban, calendar, graph, pie chart and pivot views for insurances, claims and commissions.
• PDF reports: insurance with broker commission details and claim with broker details.

Complete configuration

• Policy types, insurance policies with estimate line templates, tags and checklists.
• Client types, industry occupations, exclusions, risk categories, safety measures, sum insured declared values.
• Claim types, tags and checklists; brokers and insurance companies management.

Technical information

• Compatible with Dolibarr 19 and above (tested on 23.x), PHP 7.4 to 8.4.
• Uses native objects: projects / opportunities, proposals, orders, invoices, payments, vendor bills, thirdparties.
• 11 permissions, 2 scheduled jobs, 5 languages: French, English, Spanish, German, Italian.
• Full PDF documentation included. NextGestion support.

Demo of the Insurance Broker module
Login : demo
Password : demo