1. Overview

Insurance Broker Management (commercial name “Gestion Cabinet d’Assurance”, technical name “insurancebrokermanagement”) is a professional, commercial-grade Dolibarr module that turns Dolibarr into a complete ERP solution dedicated to insurance agencies and brokers. It covers the entire business lifecycle of an insurance firm — from prospecting and quotes to policies, endorsements, renewals, claims, indemnities, commissions, installments and collections — without requiring any external software.

The module is fully object-oriented, secure, responsive and multi-company aware. It natively integrates with, and enriches, the standard Dolibarr modules (third parties, products, quotes, orders, invoices, payments, bank and document management), so accounting and commercial documents remain in the native Dolibarr objects.

1.1 Technical characteristics

2. Modern Dashboard (Cockpit)

The module ships a modern, insurance-oriented dashboard that is distinct from the classic Dolibarr home page. Its charter reflects the insurance world: deep trust-blue, turquoise, security-green, white, light grey and gold accents. The layout is fully responsive (desktop, tablet, mobile) and dark-mode compatible.

2.1 Smart alert tiles

A row of intelligent alert tiles highlights items that need attention, turning red/gold when a threshold is reached:

·       Contracts expiring soon

·       Renewals to process

·       Unpaid installments

·       Open claims

·       Quotes to follow up

·       Upcoming installments

2.2 KPI zones

Statistic cards are grouped into four themed zones, each with professional icons and colour-coded borders:

·       Commercial & quotes — clients, active clients, quotes in progress / accepted / refused, conversion rate.

·       Contract portfolio — active, expiring, expired contracts, policies issued, portfolio premium, average premium.

·       Claims & indemnities — open / closed claims, indemnities in progress, yearly claims cost.

·       Finance & collections — premiums collected, commissions generated, monthly / yearly revenue, unpaid amount.

2.3 Interactive charts and pipeline preview

Four interactive DolGraph charts render live data: premiums collected by month, contracts by branch (donut), quotes by stage, and commissions by company. A visual preview of the commercial pipeline closes the dashboard.

The full set of KPIs covered includes: total clients, new clients, active clients, active / expiring / expired / suspended contracts, quotes in progress / accepted / refused, policies issued, renewals to process, open and closed claims, indemnities in progress, premiums collected, commissions generated, monthly and yearly revenue, collections, unpaid amounts, upcoming installments, retention rate and quote-to-contract conversion rate.

3. Business Management Modules

The module manages 17 interconnected business objects. Every object provides a dynamic list (multi-criteria search, column selector, filters), a detailed record card, a create/edit form, status workflow, and — for hub objects — a KPI cockpit and a “linked interfaces” panel that lists every related record with one-click “Add” and “See all” actions.

3.1 Clients

An extremely complete client file, synchronised with Dolibarr third parties, supporting both individuals and professionals:

3.2 Insurance companies

A complete registry of partner insurance companies: reference, name, short name, address, phone, email, website, contact person, agreement number, default commission rate, linked Dolibarr third party and partner conditions. Each company card shows the number of contracts, commissions generated and products offered.

3.3 Insurance products

A full product library covering the standard insurance branches: Automobile, Motorcycle, Home, Health, Life, Travel, School, Professional multi-risk, Civil liability, Fleet, Agricultural, Construction, Ten-year (décennale), Transport, Cyber, Savings, Retirement, Funeral, plus custom products. Each product carries guarantees, options, exclusions, base premium, commission rate, insurance tax rate and a link to a native Dolibarr product.

3.4 Guarantees

Guarantees can be detailed individually and attached to a product, with description, coverage ceiling, deductible, mandatory flag and extra premium.

3.5 Quotes and commercial pipeline

Quotes capture the client, company, product, branch, insured risk, premium, guarantees summary, deductible, validity date and account manager. A drag-and-drop Kanban pipeline (New → Under study → Proposed → Negotiation → Won → Lost) lets the user move a card between stages with an instant AJAX save. Won quotes convert into contracts, and a native Dolibarr quote can be generated.

3.6 Contracts / Policies

The contract file holds the policy number, client, company, product, branch, guarantees, deductible, premium, periodicity (monthly/quarterly/half-yearly/yearly), start / end / renewal dates, renewal mode (tacit/express), commission rate and links to the origin quote and native Dolibarr contract. Status covers draft, active, closed (expired) and cancelled.

3.7 Endorsements (avenants)

Endorsements record contractual changes — adding or removing a guarantee, address change, vehicle change, beneficiary change — with type, description, effective date and premium adjustment, keeping full history.

3.8 Renewals

Renewals track the due date, new premium, status (to do / in progress / renewed / terminated), reminder flag, account manager and processing date. An automatic engine can generate renewals and raise alerts.

3.9 Claims (sinistres)

Claim files include a claim number, contract, client, company, type, description, incident and declaration dates, location, expert, witnesses, estimated amount and status (open / expertise / in progress / closed / refused).

3.10 Indemnities

Indemnities manage the estimated amount, approved amount, status (estimate / approved / paid / refused), estimate and payment dates and payment reference.

3.11 Commissions

Commissions are computed and followed by company, product, contract and account manager: calculation base, rate, amount, type (production / management / renewal), status (due / paid) and dates.

3.12 Installments and collections

Installments (échéances) track payment and renewal due dates with status (upcoming / paid / unpaid) and reminder counters. Payments (règlements) record the amount, payment mode, date, reference, linked native invoice and status — with unpaid tracking surfaced on the dashboard.

3.13 Communication, tasks, agenda and documents

Communications log emails, calls, appointments, letters and SMS. Tasks & appointments schedule follow-ups. The consolidated agenda gathers upcoming tasks, communications, installments and renewals. A document management space (DMS/GED) centralises contracts, policies, quotes, claim documents and letters, with Dolibarr ECM integration.

4. Financial Management & Native Invoicing

The financial layer covers premiums, collections, payments, unpaid tracking, commissions and reversals. From the dedicated Invoicing page, a contract generates a native Dolibarr quote or invoice attached to the client’s third party, so all accounting stays in the standard Dolibarr objects (Propal, Facture, Payments, Bank).

5. Automation Engine

A rule-based automation engine runs on-demand and as a daily scheduled task (Dolibarr Cron). Built-in, safe actions include:

·       Renewal alerts a configurable number of days before contract expiry

·       Automatic generation of renewal records for expiring contracts

·       Flagging overdue installments as unpaid

·       Automatic closing of expired contracts

Rules are defined with a trigger event, condition, action type, parameters, delay and active flag, and keep a run counter and last-run timestamp.

6. Reporting

A dedicated Reporting hub offers 17 professional reports, each with KPI cards and a data table. Every report is exportable to PDF, Excel and CSV, and can be printed with a clean print layout:

Available filters include date, account manager, company, product, client and status.

7. Configuration

The setup page lets administrators configure the default currency, the renewal alert lead time (in days) and the default commission rate. Two dedicated buttons manage demonstration data:

·       Install demonstration data — generates a complete, realistic demo dataset (companies, clients, products, contracts, quotes, claims, payments, commissions, documents and more).

·       Remove demonstration data — safely removes only the data created by the module (tagged by import key), including the native Dolibarr third parties, quotes and invoices generated for the demo.

On first activation the module seeds this dataset automatically (50 clients, 10 companies, 18 products, 36 guarantees, 60 quotes, 50 contracts, 20 endorsements, 30 renewals, 30 claims, 20 indemnities, 60 commissions, 120 installments, 100 payments, 60 communications, 40 tasks, 40 documents, 8 automation rules), so the module is immediately usable and demonstrable.

8. Native Dolibarr Integration

The module integrates seamlessly with the native Dolibarr modules and reuses their objects rather than duplicating them:

·       Third parties & contacts (clients and companies)

·       Products & services (insurance products)

·       Quotes (Propal) and orders

·       Invoices (Facture) and payments

·       Bank & accounting

·       Contracts and projects

·       Document management (ECM/GED)

·       Agenda and email

·       Scheduled jobs (Cron)

Insurance operations can automatically generate native quotes, invoices and payments, keeping a single source of truth for accounting.

9. User Interface & Experience

·       Modern, responsive design (PC, tablet, mobile) with dark-mode compatibility

·       Advanced search and multi-criteria filters on every list

·       Column show/hide selector on lists

·       Drag-and-drop Kanban view where relevant (quote pipeline)

·       Interactive widgets, statistic cards, badges and professional Font Awesome icons

·       In-page navigation bar synchronised with the Dolibarr left menu

·       Linked-interfaces panels for fast, connected data entry

10. Security & Technical Architecture

The module follows Dolibarr and PHP best practices:

·       CSRF protection (tokens) on every action

·       XSS protection via systematic output escaping

·       Prepared / escaped SQL queries

·       Granular permission management (11 right groups + admin)

·       Journaling via dol_syslog and audit-friendly design

·       Multi-company (MultiCompany) compatibility

The code respects the official Dolibarr module architecture (class/, core/, admin/, sql/, langs/, css/, js/, img/, lib/, doc/), is object-oriented, modular, documented and performance-optimised, with a self-healing schema routine and a versioned demonstration dataset. All 73 PHP files pass php -l with zero syntax errors, and the module has been verified live on Dolibarr 17.0.3 / PHP 8.1 (activation, seeding, all pages, exports, Kanban AJAX and purge/reseed).