Never Let a Policy Lapse Again
Track every vehicle insurance policy against your Odoo Fleet, get warned well before it expires, and renew in one guided click — with zero setup required.
The problem
Insurance expiry is invisible until it is too late. Renewal dates for dozens of vehicles are scattered across spreadsheets, calendars, and inboxes, so a lapsed policy only surfaces after a fine, an impounded vehicle, or a voided claim.
The solution
Fleet Insurance centralizes every policy against its vehicle and sends configurable reminders before expiry — not after. A color-coded health dashboard shows fleet-wide risk at a glance, and a guided one-click renewal keeps the audit trail intact, out of the box with no developer mode.
Everything a fleet manager needs to stay covered
Every capability below is implemented in the module.
Centralized policy register
One place for every policy's provider, policy number, effective and expiry dates, coverage type, premium, and responsible person, linked directly to the vehicle record.
Advance expiry reminders
Configurable lead-day reminders (30/14/7 days by default) fire before a policy expires, via Odoo activities and email, so renewals happen ahead of the deadline.
Overdue escalation
If a policy still lapses, a configurable overdue cadence keeps re-notifying the responsible person so a missed renewal is escalated instead of forgotten.
Color-coded health dashboard
A kanban dashboard groups every policy into active, expiring, and expired buckets, so fleet risk is visible in seconds without opening a single record.
Guided one-click renewal
A renewal wizard pre-fills the new term from the expiring policy, optionally requires manager approval, and links every renewal into a full audit chain.
Insurance cost reporting
A pivot analysis breaks down premium spend by provider and coverage type, so finance can budget and justify insurance costs across the fleet.
Insurance provider directory
A reusable directory of insurers keeps provider details consistent across policies, with a smart button on each provider showing its linked policy count.
Certificate document storage
Attach the policy certificate directly to its record, so proof of insurance lives with the data instead of a separate filing system.
Zero-config automation
A daily scheduled action is active from the moment you install the app — no developer mode, no manual cron setup, no technical activation steps.
How it works
Register policies
Link each vehicle's provider, policy number, dates, coverage, and premium — and attach the certificate.
Get warned in advance
The daily scheduled action sends configurable reminders to the responsible person before expiry.
Monitor fleet health
The color-coded dashboard groups every policy by status, so risk across the whole fleet is visible at a glance.
Renew with one click
The guided wizard captures the new term, applies any required approval, and keeps a full audit chain.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
Yes. Each policy links directly to a vehicle already in your Fleet module, so there is no duplicate data entry and your existing vehicle records stay authoritative.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Fleet Insurance — Proactive Policy & Renewal Manager
A centralized vehicle policy register with advance expiry reminders, overdue escalation and a colour-coded health dashboard — plus guided one-click renewal and insurance cost reporting.
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