{"product_id":"insurance-broker-management-dolibarr","title":"Insurance Broker Management - Dolibarr","description":"\u003ch1\u003e\u003cspan lang=\"EN-US\"\u003e1. Overview\u003c\/span\u003e\u003c\/h1\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003eInsurance 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.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003eThe 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.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2\u003e\u003cspan lang=\"EN-US\"\u003e1.1 Technical characteristics\u003c\/span\u003e\u003c\/h2\u003e\n\u003cdiv align=\"center\"\u003e\n\u003ctable class=\"MsoTableGrid\" border=\"1\" cellspacing=\"0\" cellpadding=\"0\" style=\"border-collapse: collapse; border: none; mso-border-alt: solid windowtext .5pt; mso-yfti-tbllook: 1184; mso-padding-alt: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003ctbody\u003e\n\u003ctr style=\"mso-yfti-irow: 0; mso-yfti-firstrow: yes;\"\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; background: #102A5B; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 10.0pt; mso-bidi-font-size: 11.0pt; color: white;\"\u003eAttribute\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border: solid windowtext 1.0pt; border-left: none; mso-border-left-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; background: #102A5B; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 10.0pt; mso-bidi-font-size: 11.0pt; color: white;\"\u003eValue\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr style=\"mso-yfti-irow: 1;\"\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border: solid windowtext 1.0pt; border-top: none; mso-border-top-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eCommercial name\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border-top: none; border-left: none; border-bottom: solid windowtext 1.0pt; border-right: solid windowtext 1.0pt; mso-border-top-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eGestion Cabinet d’Assurance\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr style=\"mso-yfti-irow: 2;\"\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border: solid windowtext 1.0pt; border-top: none; mso-border-top-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eTechnical name\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border-top: none; border-left: none; border-bottom: solid windowtext 1.0pt; border-right: solid windowtext 1.0pt; mso-border-top-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003einsurancebrokermanagement\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr style=\"mso-yfti-irow: 3;\"\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border: solid windowtext 1.0pt; border-top: none; mso-border-top-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eVersion\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border-top: none; border-left: none; border-bottom: solid windowtext 1.0pt; border-right: solid windowtext 1.0pt; mso-border-top-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003e1.0\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr style=\"mso-yfti-irow: 4;\"\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border: solid windowtext 1.0pt; border-top: none; mso-border-top-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003ePublisher\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border-top: none; border-left: none; border-bottom: solid windowtext 1.0pt; border-right: solid windowtext 1.0pt; mso-border-top-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eDoliResources (www.doliresources.com)\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr style=\"mso-yfti-irow: 5;\"\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border: solid windowtext 1.0pt; border-top: none; mso-border-top-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eModule family\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border-top: none; border-left: none; border-bottom: solid windowtext 1.0pt; border-right: solid windowtext 1.0pt; mso-border-top-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eCRM\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr style=\"mso-yfti-irow: 6;\"\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border: solid windowtext 1.0pt; border-top: none; mso-border-top-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eModule number\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border-top: none; border-left: none; border-bottom: solid windowtext 1.0pt; border-right: solid windowtext 1.0pt; mso-border-top-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003e504400 (unique, collision-checked)\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr style=\"mso-yfti-irow: 7;\"\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border: solid windowtext 1.0pt; border-top: none; mso-border-top-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eCompatibility\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border-top: none; border-left: none; border-bottom: solid windowtext 1.0pt; border-right: solid windowtext 1.0pt; mso-border-top-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eDolibarr v16, v17, v18, v19, v20, v21, v22, v23+\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr style=\"mso-yfti-irow: 8;\"\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border: solid windowtext 1.0pt; border-top: none; mso-border-top-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eMinimum PHP\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border-top: none; border-left: none; border-bottom: solid windowtext 1.0pt; border-right: solid windowtext 1.0pt; mso-border-top-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003e7.1 (validated on PHP 8.1)\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr style=\"mso-yfti-irow: 9;\"\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border: solid windowtext 1.0pt; border-top: none; mso-border-top-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eDependencies\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border-top: none; border-left: none; border-bottom: solid windowtext 1.0pt; border-right: solid windowtext 1.0pt; mso-border-top-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eThird parties (modSociete), Products (modProduct)\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr style=\"mso-yfti-irow: 10;\"\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border: solid windowtext 1.0pt; border-top: none; mso-border-top-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eDatabase tables\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border-top: none; border-left: none; border-bottom: solid windowtext 1.0pt; border-right: solid windowtext 1.0pt; mso-border-top-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003e17 tables with the llx_insurancebroker_ prefix\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr style=\"mso-yfti-irow: 11;\"\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border: solid windowtext 1.0pt; border-top: none; mso-border-top-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eBusiness objects\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border-top: none; border-left: none; border-bottom: solid windowtext 1.0pt; border-right: solid windowtext 1.0pt; mso-border-top-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003e17 fully-featured objects\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr style=\"mso-yfti-irow: 12;\"\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border: solid windowtext 1.0pt; border-top: none; mso-border-top-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eLanguages\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border-top: none; border-left: none; border-bottom: solid windowtext 1.0pt; border-right: solid windowtext 1.0pt; mso-border-top-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eFR, EN, ES, IT, DE (official Dolibarr lang system)\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr style=\"mso-yfti-irow: 13; mso-yfti-lastrow: yes;\"\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border: solid windowtext 1.0pt; border-top: none; mso-border-top-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eMulti-entity\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border-top: none; border-left: none; border-bottom: solid windowtext 1.0pt; border-right: solid windowtext 1.0pt; mso-border-top-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eYes (MultiCompany \/ SaaS compatible)\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003c\/div\u003e\n\u003ch1\u003e\u003cspan lang=\"EN-US\"\u003e2. Modern Dashboard (Cockpit)\u003c\/span\u003e\u003c\/h1\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003eThe 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.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2\u003e\u003cspan lang=\"EN-US\"\u003e2.1 Smart alert tiles\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003eA row of intelligent alert tiles highlights items that need attention, turning red\/gold when a threshold is reached:\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpFirst\" style=\"mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt; margin: 0cm 0cm 3.0pt 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\"\u003eContracts expiring soon\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpMiddle\" style=\"mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt; margin: 0cm 0cm 3.0pt 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\"\u003eRenewals to process\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpMiddle\" style=\"mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt; margin: 0cm 0cm 3.0pt 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\"\u003eUnpaid installments\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpMiddle\" style=\"mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt; margin: 0cm 0cm 3.0pt 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\"\u003eOpen claims\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpMiddle\" style=\"mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt; margin: 0cm 0cm 3.0pt 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\"\u003eQuotes to follow up\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpLast\" style=\"mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt; margin: 0cm 0cm 3.0pt 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\"\u003eUpcoming installments\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2\u003e\u003cspan lang=\"EN-US\"\u003e2.2 KPI zones\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003eStatistic cards are grouped into four themed zones, each with professional icons and colour-coded borders:\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpFirst\" style=\"mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt; margin: 0cm 0cm 3.0pt 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\"\u003eCommercial \u0026amp; quotes\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e — clients, active clients, quotes in progress \/ accepted \/ refused, conversion rate.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpMiddle\" style=\"mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt; margin: 0cm 0cm 3.0pt 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\"\u003eContract portfolio\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e — active, expiring, expired contracts, policies issued, portfolio premium, average premium.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpMiddle\" style=\"mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt; margin: 0cm 0cm 3.0pt 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\"\u003eClaims \u0026amp; indemnities\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e — open \/ closed claims, indemnities in progress, yearly claims cost.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpLast\" style=\"mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt; margin: 0cm 0cm 3.0pt 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\"\u003eFinance \u0026amp; collections\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e — premiums collected, commissions generated, monthly \/ yearly revenue, unpaid amount.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2\u003e\u003cspan lang=\"EN-US\"\u003e2.3 Interactive charts and pipeline preview\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003eFour 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.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003ci style=\"mso-bidi-font-style: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 10.0pt; mso-bidi-font-size: 11.0pt; line-height: 115%; color: #555f77;\"\u003eThe 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.\u003c\/span\u003e\u003c\/i\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003ch1\u003e\u003cspan lang=\"EN-US\"\u003e3. Business Management Modules\u003c\/span\u003e\u003c\/h1\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003eThe 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.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2\u003e\u003cspan lang=\"EN-US\"\u003e3.1 Clients\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003eAn extremely complete client file, synchronised with Dolibarr third parties, supporting both individuals and professionals:\u003c\/span\u003e\u003c\/p\u003e\n\u003cdiv align=\"center\"\u003e\n\u003ctable class=\"MsoTableGrid\" border=\"1\" cellspacing=\"0\" cellpadding=\"0\" style=\"border-collapse: collapse; border: none; mso-border-alt: solid windowtext .5pt; mso-yfti-tbllook: 1184; mso-padding-alt: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003ctbody\u003e\n\u003ctr style=\"mso-yfti-irow: 0; mso-yfti-firstrow: yes;\"\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; background: #102A5B; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 10.0pt; mso-bidi-font-size: 11.0pt; color: white;\"\u003eField\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border: solid windowtext 1.0pt; border-left: none; mso-border-left-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; background: #102A5B; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 10.0pt; mso-bidi-font-size: 11.0pt; color: white;\"\u003eDescription\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr style=\"mso-yfti-irow: 1;\"\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border: solid windowtext 1.0pt; border-top: none; mso-border-top-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eType\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border-top: none; border-left: none; border-bottom: solid windowtext 1.0pt; border-right: solid windowtext 1.0pt; mso-border-top-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eIndividual or Professional\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr style=\"mso-yfti-irow: 2;\"\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border: solid windowtext 1.0pt; border-top: none; mso-border-top-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eIdentity\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border-top: none; border-left: none; border-bottom: solid windowtext 1.0pt; border-right: solid windowtext 1.0pt; mso-border-top-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eCivility, first name, last name, company name\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr style=\"mso-yfti-irow: 3;\"\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border: solid windowtext 1.0pt; border-top: none; mso-border-top-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eLegal IDs\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border-top: none; border-left: none; border-bottom: solid windowtext 1.0pt; border-right: solid windowtext 1.0pt; mso-border-top-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eICE, tax ID (IF), trade register (RC), ID card \/ passport (CIN)\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr style=\"mso-yfti-irow: 4;\"\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border: solid windowtext 1.0pt; border-top: none; mso-border-top-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003ePersonal\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border-top: none; border-left: none; border-bottom: solid windowtext 1.0pt; border-right: solid windowtext 1.0pt; mso-border-top-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eProfession, marital status, date of birth\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr style=\"mso-yfti-irow: 5;\"\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border: solid windowtext 1.0pt; border-top: none; mso-border-top-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eContact\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border-top: none; border-left: none; border-bottom: solid windowtext 1.0pt; border-right: solid windowtext 1.0pt; mso-border-top-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eAddress, postal code, town, phone, mobile, email\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr style=\"mso-yfti-irow: 6;\"\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border: solid windowtext 1.0pt; border-top: none; mso-border-top-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eCommercial\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border-top: none; border-left: none; border-bottom: solid windowtext 1.0pt; border-right: solid windowtext 1.0pt; mso-border-top-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eAcquisition source, account manager, linked Dolibarr third party\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr style=\"mso-yfti-irow: 7; mso-yfti-lastrow: yes;\"\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border: solid windowtext 1.0pt; border-top: none; mso-border-top-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eHistory\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border-top: none; border-left: none; border-bottom: solid windowtext 1.0pt; border-right: solid windowtext 1.0pt; mso-border-top-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eLinked contracts, quotes, claims, payments, communications, documents\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003c\/div\u003e\n\u003ch2\u003e\u003cspan lang=\"EN-US\"\u003e3.2 Insurance companies\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003eA 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.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2\u003e\u003cspan lang=\"EN-US\"\u003e3.3 Insurance products\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003eA 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.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2\u003e\u003cspan lang=\"EN-US\"\u003e3.4 Guarantees\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003eGuarantees can be detailed individually and attached to a product, with description, coverage ceiling, deductible, mandatory flag and extra premium.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2\u003e\u003cspan lang=\"EN-US\"\u003e3.5 Quotes and commercial pipeline\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003eQuotes 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.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2\u003e\u003cspan lang=\"EN-US\"\u003e3.6 Contracts \/ Policies\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003eThe 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.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2\u003e\u003cspan lang=\"EN-US\"\u003e3.7 Endorsements (avenants)\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003eEndorsements 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.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2\u003e\u003cspan lang=\"EN-US\"\u003e3.8 Renewals\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003eRenewals 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.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2\u003e\u003cspan lang=\"EN-US\"\u003e3.9 Claims (sinistres)\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003eClaim 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).\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2\u003e\u003cspan lang=\"EN-US\"\u003e3.10 Indemnities\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003eIndemnities manage the estimated amount, approved amount, status (estimate \/ approved \/ paid \/ refused), estimate and payment dates and payment reference.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2\u003e\u003cspan lang=\"EN-US\"\u003e3.11 Commissions\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003eCommissions are computed and followed by company, product, contract and account manager: calculation base, rate, amount, type (production \/ management \/ renewal), status (due \/ paid) and dates.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2\u003e\u003cspan lang=\"EN-US\"\u003e3.12 Installments and collections\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003eInstallments (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.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2\u003e\u003cspan lang=\"EN-US\"\u003e3.13 Communication, tasks, agenda and documents\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003eCommunications log emails, calls, appointments, letters and SMS. Tasks \u0026amp; 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.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch1\u003e\u003cspan lang=\"EN-US\"\u003e4. Financial Management \u0026amp; Native Invoicing\u003c\/span\u003e\u003c\/h1\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003eThe 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).\u003c\/span\u003e\u003c\/p\u003e\n\u003ch1\u003e\u003cspan lang=\"EN-US\"\u003e5. Automation Engine\u003c\/span\u003e\u003c\/h1\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003eA rule-based automation engine runs on-demand and as a daily scheduled task (Dolibarr Cron). Built-in, safe actions include:\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpFirst\" style=\"mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt; margin: 0cm 0cm 3.0pt 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\"\u003eRenewal alerts a configurable number of days before contract expiry\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpMiddle\" style=\"mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt; margin: 0cm 0cm 3.0pt 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\"\u003eAutomatic generation of renewal records for expiring contracts\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpMiddle\" style=\"mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt; margin: 0cm 0cm 3.0pt 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\"\u003eFlagging overdue installments as unpaid\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpLast\" style=\"mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt; margin: 0cm 0cm 3.0pt 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\"\u003eAutomatic closing of expired contracts\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003eRules are defined with a trigger event, condition, action type, parameters, delay and active flag, and keep a run counter and last-run timestamp.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch1\u003e\u003cspan lang=\"EN-US\"\u003e6. Reporting\u003c\/span\u003e\u003c\/h1\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003eA 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:\u003c\/span\u003e\u003c\/p\u003e\n\u003cdiv align=\"center\"\u003e\n\u003ctable class=\"MsoTableGrid\" border=\"1\" cellspacing=\"0\" cellpadding=\"0\" style=\"border-collapse: collapse; border: none; mso-border-alt: solid windowtext .5pt; mso-yfti-tbllook: 1184; mso-padding-alt: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003ctbody\u003e\n\u003ctr style=\"mso-yfti-irow: 0; mso-yfti-firstrow: yes;\"\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border: solid windowtext 1.0pt; mso-border-alt: solid windowtext .5pt; background: #102A5B; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 10.0pt; mso-bidi-font-size: 11.0pt; color: white;\"\u003eReport\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border: solid windowtext 1.0pt; border-left: none; mso-border-left-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; background: #102A5B; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 10.0pt; mso-bidi-font-size: 11.0pt; color: white;\"\u003eContent\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr style=\"mso-yfti-irow: 1;\"\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border: solid windowtext 1.0pt; border-top: none; mso-border-top-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eQuotes issued\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border-top: none; border-left: none; border-bottom: solid windowtext 1.0pt; border-right: solid windowtext 1.0pt; mso-border-top-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eVolume, won quotes and premium by month\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr style=\"mso-yfti-irow: 2;\"\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border: solid windowtext 1.0pt; border-top: none; mso-border-top-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eQuote-to-contract conversion\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border-top: none; border-left: none; border-bottom: solid windowtext 1.0pt; border-right: solid windowtext 1.0pt; mso-border-top-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eConversion rate by month\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr style=\"mso-yfti-irow: 3;\"\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border: solid windowtext 1.0pt; border-top: none; mso-border-top-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eContract portfolio\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border-top: none; border-left: none; border-bottom: solid windowtext 1.0pt; border-right: solid windowtext 1.0pt; mso-border-top-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eFull policy list with premium and status\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr style=\"mso-yfti-irow: 4;\"\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border: solid windowtext 1.0pt; border-top: none; mso-border-top-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003ePortfolio by branch\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border-top: none; border-left: none; border-bottom: solid windowtext 1.0pt; border-right: solid windowtext 1.0pt; mso-border-top-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eContract count and premium per branch\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr style=\"mso-yfti-irow: 5;\"\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border: solid windowtext 1.0pt; border-top: none; mso-border-top-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eRenewals\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border-top: none; border-left: none; border-bottom: solid windowtext 1.0pt; border-right: solid windowtext 1.0pt; mso-border-top-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eUpcoming and processed renewals\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr style=\"mso-yfti-irow: 6;\"\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border: solid windowtext 1.0pt; border-top: none; mso-border-top-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eProduction by company\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border-top: none; border-left: none; border-bottom: solid windowtext 1.0pt; border-right: solid windowtext 1.0pt; mso-border-top-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eContracts and premium per company\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr style=\"mso-yfti-irow: 7;\"\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border: solid windowtext 1.0pt; border-top: none; mso-border-top-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eProduction by account manager\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border-top: none; border-left: none; border-bottom: solid windowtext 1.0pt; border-right: solid windowtext 1.0pt; mso-border-top-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eContracts and premium per commercial\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr style=\"mso-yfti-irow: 8;\"\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border: solid windowtext 1.0pt; border-top: none; mso-border-top-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eRevenue\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border-top: none; border-left: none; border-bottom: solid windowtext 1.0pt; border-right: solid windowtext 1.0pt; mso-border-top-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eCommission revenue by month\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr style=\"mso-yfti-irow: 9;\"\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border: solid windowtext 1.0pt; border-top: none; mso-border-top-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003ePremiums by branch\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border-top: none; border-left: none; border-bottom: solid windowtext 1.0pt; border-right: solid windowtext 1.0pt; mso-border-top-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eActive premium per branch\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr style=\"mso-yfti-irow: 10;\"\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border: solid windowtext 1.0pt; border-top: none; mso-border-top-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eCollections\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border-top: none; border-left: none; border-bottom: solid windowtext 1.0pt; border-right: solid windowtext 1.0pt; mso-border-top-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003ePayments received by month\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr style=\"mso-yfti-irow: 11;\"\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border: solid windowtext 1.0pt; border-top: none; mso-border-top-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eUnpaid\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border-top: none; border-left: none; border-bottom: solid windowtext 1.0pt; border-right: solid windowtext 1.0pt; mso-border-top-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eOutstanding unpaid installments\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr style=\"mso-yfti-irow: 12;\"\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border: solid windowtext 1.0pt; border-top: none; mso-border-top-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eCommissions by company\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border-top: none; border-left: none; border-bottom: solid windowtext 1.0pt; border-right: solid windowtext 1.0pt; mso-border-top-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eBase and commission amounts per company\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr style=\"mso-yfti-irow: 13;\"\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border: solid windowtext 1.0pt; border-top: none; mso-border-top-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eClaims by type\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border-top: none; border-left: none; border-bottom: solid windowtext 1.0pt; border-right: solid windowtext 1.0pt; mso-border-top-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eCount and estimated amount per claim type\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr style=\"mso-yfti-irow: 14;\"\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border: solid windowtext 1.0pt; border-top: none; mso-border-top-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eOpen claims\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border-top: none; border-left: none; border-bottom: solid windowtext 1.0pt; border-right: solid windowtext 1.0pt; mso-border-top-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eDetailed list of open claims\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr style=\"mso-yfti-irow: 15;\"\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border: solid windowtext 1.0pt; border-top: none; mso-border-top-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eIndemnities\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border-top: none; border-left: none; border-bottom: solid windowtext 1.0pt; border-right: solid windowtext 1.0pt; mso-border-top-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eEstimated vs approved amounts\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr style=\"mso-yfti-irow: 16;\"\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border: solid windowtext 1.0pt; border-top: none; mso-border-top-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eNew clients\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border-top: none; border-left: none; border-bottom: solid windowtext 1.0pt; border-right: solid windowtext 1.0pt; mso-border-top-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eNew clients per period\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr style=\"mso-yfti-irow: 17; mso-yfti-lastrow: yes;\"\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border: solid windowtext 1.0pt; border-top: none; mso-border-top-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003eRetention \u0026amp; terminations\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003ctd width=\"288\" valign=\"top\" style=\"width: 216.0pt; border-top: none; border-left: none; border-bottom: solid windowtext 1.0pt; border-right: solid windowtext 1.0pt; mso-border-top-alt: solid windowtext .5pt; mso-border-left-alt: solid windowtext .5pt; mso-border-alt: solid windowtext .5pt; padding: 0cm 5.4pt 0cm 5.4pt;\"\u003e\n\u003cp class=\"MsoNormal\" style=\"line-height: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 9.5pt; mso-bidi-font-size: 11.0pt;\"\u003ePortfolio status split and retention rate\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003c\/div\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003ci style=\"mso-bidi-font-style: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 10.0pt; mso-bidi-font-size: 11.0pt; line-height: 115%; color: #555f77;\"\u003eAvailable filters include date, account manager, company, product, client and status.\u003c\/span\u003e\u003c\/i\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003ch1\u003e\u003cspan lang=\"EN-US\"\u003e7. Configuration\u003c\/span\u003e\u003c\/h1\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003eThe 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:\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpFirst\" style=\"mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt; margin: 0cm 0cm 3.0pt 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\"\u003eInstall demonstration data\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e — generates a complete, realistic demo dataset (companies, clients, products, contracts, quotes, claims, payments, commissions, documents and more).\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpLast\" style=\"mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt; margin: 0cm 0cm 3.0pt 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\"\u003eRemove demonstration data\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e — 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.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003ci style=\"mso-bidi-font-style: normal;\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 10.0pt; mso-bidi-font-size: 11.0pt; line-height: 115%; color: #555f77;\"\u003eOn 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.\u003c\/span\u003e\u003c\/i\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003ch1\u003e\u003cspan lang=\"EN-US\"\u003e8. Native Dolibarr Integration\u003c\/span\u003e\u003c\/h1\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003eThe module integrates seamlessly with the native Dolibarr modules and reuses their objects rather than duplicating them:\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpFirst\" style=\"mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt; margin: 0cm 0cm 3.0pt 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\"\u003eThird parties \u0026amp; contacts (clients and companies)\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpMiddle\" style=\"mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt; margin: 0cm 0cm 3.0pt 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\"\u003eProducts \u0026amp; services (insurance products)\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpMiddle\" style=\"mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt; margin: 0cm 0cm 3.0pt 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\"\u003eQuotes (Propal) and orders\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpMiddle\" style=\"mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt; margin: 0cm 0cm 3.0pt 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\"\u003eInvoices (Facture) and payments\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpMiddle\" style=\"mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt; margin: 0cm 0cm 3.0pt 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\"\u003eBank \u0026amp; accounting\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpMiddle\" style=\"mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt; margin: 0cm 0cm 3.0pt 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\"\u003eContracts and projects\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpMiddle\" style=\"mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt; margin: 0cm 0cm 3.0pt 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\"\u003eDocument management (ECM\/GED)\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpMiddle\" style=\"mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt; margin: 0cm 0cm 3.0pt 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\"\u003eAgenda and email\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpLast\" style=\"mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt; margin: 0cm 0cm 3.0pt 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\"\u003eScheduled jobs (Cron)\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003eInsurance operations can automatically generate native quotes, invoices and payments, keeping a single source of truth for accounting.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch1\u003e\u003cspan lang=\"EN-US\"\u003e9. User Interface \u0026amp; Experience\u003c\/span\u003e\u003c\/h1\u003e\n\u003cp class=\"MsoListBulletCxSpFirst\" style=\"mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt; margin: 0cm 0cm 3.0pt 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\"\u003eModern, responsive design (PC, tablet, mobile) with dark-mode compatibility\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpMiddle\" style=\"mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt; margin: 0cm 0cm 3.0pt 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\"\u003eAdvanced search and multi-criteria filters on every list\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpMiddle\" style=\"mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt; margin: 0cm 0cm 3.0pt 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\"\u003eColumn show\/hide selector on lists\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpMiddle\" style=\"mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt; margin: 0cm 0cm 3.0pt 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\"\u003eDrag-and-drop Kanban view where relevant (quote pipeline)\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpMiddle\" style=\"mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt; margin: 0cm 0cm 3.0pt 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\"\u003eInteractive widgets, statistic cards, badges and professional Font Awesome icons\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpMiddle\" style=\"mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt; margin: 0cm 0cm 3.0pt 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\"\u003eIn-page navigation bar synchronised with the Dolibarr left menu\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpLast\" style=\"mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt; margin: 0cm 0cm 3.0pt 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\"\u003eLinked-interfaces panels for fast, connected data entry\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003ch1\u003e\u003cspan lang=\"EN-US\"\u003e10. Security \u0026amp; Technical Architecture\u003c\/span\u003e\u003c\/h1\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\"\u003eThe module follows Dolibarr and PHP best practices:\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpFirst\" style=\"mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt; margin: 0cm 0cm 3.0pt 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\"\u003eCSRF protection (tokens) on every action\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpMiddle\" style=\"mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt; margin: 0cm 0cm 3.0pt 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\"\u003eXSS protection via systematic output escaping\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpMiddle\" style=\"mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt; margin: 0cm 0cm 3.0pt 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\"\u003ePrepared \/ escaped SQL queries\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpMiddle\" style=\"mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt; margin: 0cm 0cm 3.0pt 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\"\u003eGranular permission management (11 right groups + admin)\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpMiddle\" style=\"mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt; margin: 0cm 0cm 3.0pt 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\"\u003eJournaling via dol_syslog and audit-friendly design\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoListBulletCxSpLast\" style=\"mso-add-space: auto; text-indent: -18.0pt; mso-list: l0 level1 lfo1; tab-stops: list 18.0pt; margin: 0cm 0cm 3.0pt 18.0pt;\"\u003e\u003c!-- [if !supportLists]--\u003e\u003cspan lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol;\"\u003e\u003cspan style=\"mso-list: Ignore;\"\u003e·\u003cspan style=\"font: 7.0pt 'Times New Roman';\"\u003e       \u003c\/span\u003e\u003c\/span\u003e\u003c\/span\u003e\u003c!--[endif]--\u003e\u003cspan dir=\"LTR\"\u003e\u003c\/span\u003e\u003cb style=\"mso-bidi-font-weight: normal;\"\u003e\u003cspan lang=\"EN-US\"\u003eMulti-company (MultiCompany) compatibility\u003c\/span\u003e\u003c\/b\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e\n\u003cp class=\"MsoNormal\"\u003e\u003cspan lang=\"EN-US\" style=\"font-size: 10.0pt; mso-bidi-font-size: 11.0pt; line-height: 115%; color: #555f77;\"\u003eThe 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).\u003c\/span\u003e\u003cspan lang=\"EN-US\"\u003e\u003c\/span\u003e\u003c\/p\u003e","brand":"Dolibarr Resources","offers":[{"title":"Default Title","offer_id":53859342090558,"sku":null,"price":299.0,"currency_code":"EUR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0986\/4174\/0094\/files\/RefinedVectorLogoforDoliCRMPro_f2702bec-f03d-4bc9-980e-c7346795fa4b.png?v=1783080881","url":"https:\/\/doliresources.com\/products\/insurance-broker-management-dolibarr","provider":"DoliResources","version":"1.0","type":"link"}