BreezeAI Insurance Integration

BreezeAI Insurance Integration

This add-on allows you to automatically sync request quotes from Breeze insurance and create cargo insurance policies from within CocoonOPS.


Linking To Breeze

Once you are set up on the breeze platform, we can activate the add-on for you.
In the address book, you must have an address that has the function REGISTERED OFFICE against the entry for your own organisation. This is used to identify you to breeze so that any quotes and policies are linked to the correct account on their platform. This address must match exactly what has been registered on you're account with BreezeAI.


Automatically Attaching Rates

When we receive a quote from breeze, the cost of the insurance policy is automatically added to the quote or consignment.
When a policy is created for a consignment, the rates are automatically changed from estimates to actual values.

Info
Cancelling an insurance policy does not automatically remove the cargo insurance rates from the consignment.

Policy Documents

When a policy is created through CocoonOPS, the policy document is automatically downloaded and attached to the consignment on the documents tab.
    • Related Articles

    • Insurance Tab

      This tab is only available if you have the Breeze AI Insurance addon enabled. The insurance tab shows you the information on the cargo insurance quote/policy. Including the insurance premium and which currency it is in. You are also able to accept an ...
    • Quickbooks Integration

      This add-on allows you to automatically sync invoice and credit note data with QuickBooks. Linking To Your QuickBooks Company Once we have enabled the add-on, you will need to link CocoonOPS to your company in QuickBooks This is done by: Going to the ...
    • Xero Integration

      Requirements Before you integrate Xero with CocoonOPS, it's important to make sure your Xero account is set up correctly. Our Xero connector works with Customers only. If your customer records are not correctly classified in Xero, the two systems ...
    • Bulk Invoicing Add-On

      This allows for the billing of multiple consignments on a single invoice for a customer. Invoices are created when all of the following are fulfilled: A consignment has revenue attached in the Actual state The consignment is Ready For Billing The ...
    • Xero - Important setup requirements

      This information has been moved... click here