Company groups, branding and domains

For companies with several legal entities, and for those who want their own brand everywhere customers look.

Company groups

The service provider puts several companies (legal entities, each with its own books) in a company group. The owner of each, and users allowed to see the whole company group (set on the user), get Reports > Group overview: premium written, claims paid, loss ratio, open claims and money owed for each entity and in total, in the group's currency. Amounts in another currency are converted with the exchange rates kept by the group's first entity; an entity without a rate is shown in its own currency and left out of the totals.

Your brand

Under Company settings > Branding and security: the name shown on the customer, agent and provider portals, your main colour, and an email footer. Your logo is under the Company tab.

Your own web address

Integrations > Custom domains adds an address such as insurance.yourcompany.com. Prove it is yours with a DNS TXT record on _insureerp.<address>, point it at the service with a CNAME record, then Check now. Your web forms and quote widgets then open on your address with your brand.

A dedicated database

For the largest clients, the service provider can copy a company to its own database (php artisan erp:dedicate <company> <connection>), for a separate installation that serves only that company.