Free add-ons
Small free modules that join two apps together, or join an app to a standard BridgeERP app. Each installs on its own the moment both of its halves are present.
Insurance Electronic Signature
Electronic signature for insurance: send a proposal, a claim discharge or a broker-of-record letter for signature with BridgeERP Sign from the policy or claim itself, with the signer filled in, the progress on the record and the signed document in its chatter. Installs automatically with the Insurance app and BridgeERP Sign.
BridgeERP Sign, bound to the insurance record the document belongs to.
Needs: Insurance Foundation, sign
Insurance Financial Reports
Insurance accounting reports: the Technical Account (gross written premium, movement in unearned premium, earned premium, claims incurred, acquisition cost, underwriting result) and the Insurance Position (premium receivable, unearned premium reserve, outstanding claims reserve, deferred acquisition cost) as native BridgeERP accounting reports. Installs automatically with the Insurance app and BridgeERP Accounting reporting.
The Technical Account and the Insurance Position, in the standard report engine.
Needs: Insurance Foundation, account_reports
Insurance Brokerage Financial Reports
Insurance brokerage accounting reports: Brokerage Revenue (agency-bill and direct-bill commission, contingent income, fee income, producer and sub-broker commission, write-offs, net revenue and the producer payout ratio) and the Brokerage Position (client premium receivable, commission receivable, premiums payable to insurers, producer commission payable) as native BridgeERP accounting reports. Installs automatically with the Insurance Agency app and BridgeERP Accounting reporting.
Brokerage Revenue and the Brokerage Position, in the standard report engine.
Needs: Insurance Foundation, account_reports
Insurance Client Money Agency Integration
Insurance client money and agency management integration: the book of business policy on every premium payable and premium finance agreement. Installs automatically with Client Money & Trust and the Insurance Agency app.
Every premium payable and finance agreement names the policy it was written against.
Needs: Insurance Client Money & Trust Accounting, Insurance Agency & Broker Management