Benefits & Insurance Administration

Key Features

Dedicated Frappe app installed as its own module on your bench, extending ERPNext HR without patching core

New DocTypes: Insurance Provider, Insurance Policy, Benefit Plan, Benefit Plan Allocation, Employee Dependent, and Insurance Claim

Flexible benefit plan allocation that ties back into ERPNext's native Flexible Benefits and salary structure components

Employee-to-policy enrollment with selectable coverage tiers and configurable premium-split (employer vs employee) math

Dependent management: spouse and children records with eligibility windows and per-policy dependent limits

Submittable Insurance Claim workflow (draft → submitted → approved → reimbursed) with cancel-safe accounting via on_cancel

hooks.py doc events (validate / on_submit / on_cancel) enforcing eligibility, dependent caps, and premium calculations

Scheduler events that flag policies nearing renewal and notify HR ahead of expiry

Automated benefit-in-kind tax handling: taxable-benefit values rolled into the correct salary component for payroll

Whitelisted Python methods and Frappe REST API endpoints for enrollment, claim submission, and claim status

Client scripts for tier-aware enrollment and claim forms (conditional fields, live premium preview)

Role profiles and DocType-level permissions separating HR admin, claim approver, and self-service employee access

Provider and policy master records with renewal dates, coverage limits, and document attachments

Reports and dashboard for active enrollments, claim volume, reimbursement status, and upcoming renewals

Built and tested on Frappe/ERPNext v15, forward-compatible with v16

Built to order, done for you

No DIY setup — a working app, built, installed and supported by ECOSIRE.

You order

Start with a one-time build price. We scope it with you at kickoff.

We build & install

ECOSIRE builds, configures and installs it on your ERPNext.

Go live + support

You go live in about 2–4 weeks, with a post-launch support window.

About this Product

Most HR teams running ERPNext hit the same wall the moment benefits get real. ERPNext HR ships Employee Benefit Application and Employee Benefit Claim tied to the Flexible Benefits framework in salary structures, but it stops at the payroll boundary: there is no proper insurance provider master, no policy or coverage-tier records, no place to enroll dependents, and no lifecycle for a medical claim beyond a salary component. Teams end up tracking policies in spreadsheets, emailing brokers, and reconciling benefit-in-kind tax by hand at year end — exactly the manual, error-prone work an ERP is supposed to remove.

ECOSIRE builds a dedicated Frappe app (its own module, installed on your bench alongside hr and payroll) that closes this gap without forking ERPNext core. We add first-class DocTypes for Insurance Provider, Insurance Policy (with coverage tiers, premium splits, and renewal dates), Benefit Plan and Benefit Plan Allocation, Employee Dependent, and Insurance Claim with a submittable workflow from draft through approval to reimbursement. Enrollment links each employee (and their eligible dependents) to a policy and a coverage tier, and the flexible-plan allocation ties cleanly back to ERPNext's existing Flexible Benefits so payroll continues to work the way your accountants expect.

The logic lives where Frappe intends it. hooks.py doc events (validate, on_submit, on_cancel) enforce eligibility windows, dependent limits, and premium-split math; server scripts and whitelisted methods expose enrollment and claim actions to the Frappe REST API and to portal or client-script buttons; scheduler events flag policies approaching renewal and roll benefit-in-kind values into the correct salary component so taxable-benefit handling is automatic rather than a spreadsheet chore. Client scripts drive the enrollment and claim forms with tier-aware field logic, and everything is wrapped in role profiles and DocType permissions so HR administrators, approvers, and employees each see only what they should. It is built and tested against ERPNext / Frappe v15 and forward-compatible with v16.

Because this is build-to-order, nothing ships until we agree on scope. A short scoping call establishes your providers, plan structure, tax rules, and approval chain; we then build against your exact requirements, run UAT on a staging bench, and hand over installable source plus the git repository. Typical delivery is 2–4 weeks from confirmed scope. You get working software configured for your organization — not a generic download you have to reverse-engineer.

What you get

Installable source code for your ERPNext version (v15, and/or v16) as a proper Frappe app

Installation and configuration on your bench, including providers, plans, tiers, and role profiles

Technical documentation: DocType schema, hooks/server-script logic, whitelisted API methods, and permissions

End-user guide plus a live training session for HR administrators and approvers

UAT on a staging bench with a signed-off test plan and a documented rollback procedure

Post-go-live support window for defect fixes and configuration adjustments

Git repository handover with full commit history and branch/tag for your release

Scope document capturing your providers, plan structure, tax rules, and approval chain as the build baseline

Who this is for

HR Benefits Administrator

Owns enrollment, dependents, and open-enrollment cycles on ERPNext and needs provider, policy, and tier records in one place instead of spreadsheets and broker emails.

Payroll & Compensation Manager

Needs benefit-in-kind values and premium splits to flow automatically into the correct salary components so taxable-benefit reporting is right without manual reconciliation.

HR Systems / ERPNext Administrator

Wants benefits logic delivered as a clean, upgrade-safe Frappe app with proper DocTypes, hooks, permissions, and a git repo — not core patches that break on the next bench update.

Finance / Claims Approver

Reviews and approves insurance claims and reimbursements, and needs a clear submittable workflow with audit trail rather than ad-hoc email approvals.

How Benefits & Insurance Administration Compares

Criterion	ECOSIRE	Custom Build	Competitor	ERPNext Native
Insurance provider & policy masters	Dedicated DocTypes with tiers, limits, renewals	Whatever you build from scratch	Often absent or basic	No provider/policy records at all
Dependent enrollment	First-class dependent records with eligibility rules	Build and test yourself	Rarely covered	Not supported
Claim lifecycle	Submittable workflow to reimbursement with audit trail	Depends on your effort	Basic or claim-as-salary-component only	Benefit Claim only, no claim lifecycle
Benefit-in-kind tax handling	Auto-rolled into correct salary component	Manual logic you must design	Usually manual	Manual spreadsheet reconciliation
Fit to your org	Scoped to your providers, tiers, and approval chain	Fully bespoke but you own the risk	Generic, configure around it	Generic HR framework only
Upgrade safety	Separate Frappe app, survives bench upgrades	Risk of core patches breaking on upgrade	Varies by vendor quality	N/A — it is core
Support & ownership	Post-go-live window + full git repo handover	Self-supported unless you hire out	Vendor support, no source guarantee	Community/self-support
Time to working software	2–4 weeks from confirmed scope	Months of build and QA	Instant install, then heavy config	Immediate but incomplete

Frequently Asked Questions about Benefits & Insurance Administration

Is this an instant download from the Frappe marketplace?

No. This is a build-to-order application. ECOSIRE scopes, builds, installs, and supports it for your organization. There is no instant download — you receive working software configured to your providers, plans, and tax rules, plus the source and git repository.

How long does delivery take?

Typical delivery is 2–4 weeks from confirmed scope. The timeline starts once we have agreed your providers, plan structure, coverage tiers, tax rules, and approval chain on a short scoping call. Larger or more complex requirements may extend this, and we confirm the schedule in writing before building.

Which ERPNext versions do you support, and how are updates handled?

We build and test on Frappe/ERPNext v15 with forward compatibility for v16. Because it is a separate Frappe app rather than a core patch, it survives bench upgrades cleanly. A post-go-live support window covers defect fixes and configuration adjustments; ongoing maintenance and version upgrades can be arranged as a support agreement.

Will it break ERPNext's native payroll and flexible benefits?

No. The app extends ERPNext rather than replacing it. Flexible benefit plan allocations tie back into ERPNext's native Flexible Benefits and salary structure components, and benefit-in-kind values roll into the correct salary component so payroll continues to work exactly as your accountants expect.

Can we integrate it with brokers or external systems?

Yes. Enrollment, dependents, and claims are exposed through whitelisted methods and the standard Frappe REST API, so external portals, broker feeds, or reporting tools can read and write data securely under Frappe's permission model. Specific integrations are captured during scoping.

Do we own the code?

Yes. You receive the full installable source for your version and a git repository handover with complete commit history. There is no lock-in to a proprietary black box — your team or any Frappe developer can maintain it.

How is data protected and access controlled?

Access is governed by Frappe role profiles and DocType-level permissions, so HR administrators, claim approvers, and employees each see only what they should. Sensitive dependent and claim data is scoped accordingly, and all actions run through Frappe's standard audit trail.