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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.
Let your employees request materials and products directly in Dolibarr, with an approval workflow by the department manager and then the requisition manager. Once approved, the requisition automatically creates purchase orders (requests for quotation) and internal stock transfers. Ideal for manufacturing, maintenance, construction sites, facility services and any multi-department company.
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The Tracking Plus module lets you create license or product renewal tracking lists for customers, with a link to the license or product supplier.
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⚠️Prerequisites: The module does not work without the NSINFO module available for free here
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Documentation |
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ChangeLog |
Find more NSINFO module |
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