Installing
Each app installs in one step and brings what it stands on. The foundation is never installed by hand.
What installs behind each app
| App | Brings with it | Standard BridgeERP apps it uses |
|---|---|---|
| Insurance Management Software | Insurance Foundation | account, mail, portal, resource, product, crm |
| Insurance Certificates | Insurance Foundation | mail, portal |
| Reinsurance Management for Insurers | Insurance Foundation | account, mail |
| Insurance Reserving & IFRS 17 | Insurance Foundation | account, mail |
| Insurance Agency & Broker Management | Insurance Foundation | account, mail, contacts, portal |
| Insurance Commission & Producer Compensation | Insurance Foundation | account, mail |
| Insurance Client Money & Trust Accounting | Insurance Foundation | account, mail |
| Insurance Carrier Agency Link | Insurance Foundation | |
| Kenya Insurance Localisation | Insurance Foundation | — |
| Burundi Insurance Localisation | Insurance Foundation | — |
The first hour
- Install the side you run: Insurance Management or Agency & Broker Management.
- Give each person a role on their user: the apps add one dropdown per desk (underwriting, claims, finance and so on) to the standard user form.
- Open the country packs and apply your market, so its levies and commission ceilings come on.
- Follow the app's own setting-up page: products and rates for an insurer, carriers and the book for a broker.
Each app's guide has a Setting up page with the same steps, in the order the screens ask for them.
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