Standalone add-on
Insurance Broker Core is an open Frappe app that adds broker-specific workflows to an ERPNext site. It gives independent insurance brokers a controlled domain foundation for mandates, parties, products, risks, policies, advice, claims, privacy, document evidence, and commission reconciliation.
It is a normal Frappe app. It is not an ERPNext fork, it does not override ERPNext core files, and it does not require Helpifyr. ERPNext stays the system of record for its own business objects.
At a glance
| Property | Value |
|---|---|
| Version in the source tree | 1.0.0 (repo-ready; see the release notes for the release status) |
| Owner | ANYFER GmbH |
| License | AGPL-3.0-or-later |
| Runtime | Frappe and ERPNext v16 |
| App name | insurance_broker_core |
| Primary audience | Independent insurance brokers and broker back offices in Germany, Austria, and Switzerland |
| Helpifyr relationship | Optional adapter boundary, never a runtime dependency |
| Source repository | Helpifyr/insurance-broker-core |
Choose your path
| If you want to... | Read |
|---|---|
| Judge what the product does and does not claim | Overview |
| Check what your site needs before installing | Requirements |
| Install the app on an ERPNext v16 site | Installation |
| Configure and activate a company | First steps and activation |
| Understand the data model | Core domains |
| Back up, restore, upgrade, suspend, or uninstall | Operations |
| Review security and privacy controls | Security and privacy |
| Add the optional Helpifyr adapter | Optional Helpifyr integration |
| Fix an installation or activation problem | Troubleshooting and FAQ |
| See the release status | Release notes |
Important boundary
This software is not a legal, tax, accounting, insurance-coverage, GDPR, Swiss FADP, FINMA, BaFin, FMA, or other regulatory certification. Operators remain responsible for their legal basis, country profile, product admission, retention policy, accounting configuration, security controls, and operating procedures.