The module streamlines the tracking and administration of employee insurance policies. It enables HR professionals to store detailed insurance information, set up automated reminders before policy expirations, and manage renewals. Additionally, the module supports the generation of professional insurance reports, helping organizations stay compliant and proactively manage benefits.
Record and maintain detailed insurance information for each employee
Configure automated reminder schedules prior to insurance policy expiry
Initiate renewal processes through guided workflows
Generate and print insurance summary reports for documentation purposes
Prevents policy lapses by alerting HR to approaching insurance expiration
Centralizes insurance data for easier tracking and audit readiness
Simplifies policy renewal through structured workflows
Enhances document management by providing clear insurance reports
Employee Insurance Management
Insurance Management of Employee(s)
This app allows you to manage Insurance for your internal employees. You can create insurance for employees by filling out forms as shown in the screenshot below and it also allows you to give insurance details for that insurance.
Main Features- Employees/Configuration/Settings menu : Insurance Expiry Reminder Days. You are allowed to set reminder days before getting an expiry renewal of insurance of an employee. So responsible people will get notified based on these settings.
- Employees/Employees : Create Insurance for Employees by filling insurance form with insurance related details as shown in screenshot below.
- Employees/Configuration : Insurance Detail Property creation and setup.
- Employees/Employee Insurance Property : Insurances for property.
- Settings/Technical/Scheduled Actions : Employee Insurance Policy Expire Reminder Service.
- Settings/Technical/Emails : Emails
- Employees/Employee Insurance : Print PDF - Insurance Report.
- Renewal of your employee insurance by creating renewal insurance from button on insurance form.
- For more details please watch below screenshots and video.
Users Group of System
Employees/Configuration/Settings : Add Insurance Expiry Reminder Days
Employees : Create Insurance from Employees
Employees : Insurance Kanban View
Employees : Insurance Property List View Setup
Employees : Insurance Kanban View
Employees : Insurance Form View
Employees : Insurance Pivot View
Employees : Insurance Graph View
Employee Insurance : Employee Smart Button
Employees : Insurances Kanban View
Employees : Insurance Expire Soon State
Settings/Technical/Automated Actions : Scheduled Actions / Cron Jobs
Insurance Policy Expire Reminder Service : Run
Settings/Technical : Emails
Settings/Technical : Emails Form
After Cron Run & Expire Insurance: Renew Insurance Now
Equipment Insurance Renew Wizard
After Update Wizard Insurance Form View
Insurance Report
