How can I sell insurances?

  • Hello,

    I would like to know if WooCommerce can do the following:

    I sell insurances so I don’t want a “shop” where I can sell products, I want to sell insurances.

    How can I sell an insurance? I don’t need a product page. I just need to talk with my client and send him the agreement.

    Then I would like to have the summary of the agreements that are already paid or not…

    Can you help me to achieve that?

Viewing 3 replies - 1 through 3 (of 3 total)

  • Hey there, @monicaamb12! Thanks for contacting us. I’m happy to help you.

    Do you mind sharing more details about your goals and needs with us so we can assist you further?

    I don’t need a product page. I just need to talk with my client and send him the agreement.

    Are you going to talk with the client elsewhere or do you want the option to talk to the client via the website?

    Is the agreement completely customized for the client, or do you want to have the available options on the website?

    Are you looking just to have a way for the client to pay for the insurance and then maybe send a document with the agreement to them?

    The more details you share about your goals and needs, the better it will be for us to provide suggestions ??

    Looking forward to your reply.

    Have a wonderful day!

    Thread Starter monicaamb12

    (@monicaamb12)

    Sorry because it is not clear yet,

    Are you going to talk with the client elsewhere or do you want the option to talk to the client via the website?

    It is okay to contact just by email. Something easy for the moment.

    Is the agreement completely customized for the client, or do you want to have the available options on the website?

    It is completely customized for the client for the moment.

    Are you looking just to have a way for the client to pay for the insurance and then maybe send a document with the agreement to them?

    Yes.

    THANK YOU VERY MUCH

    Hey, @monicaamb12!

    Thank you for the clarification!

    I believe the best option for you is to create a manual order when you sell the insurance. This way you will be able to set the exact price of each order, without having to create specific products for it.
    When you create a manual order, you can then send a link so the customer can pay for it on your website.

    You can find more about creating an order in this guide and about sending the email to the customer in this guide.

    Then you will be able to see each order on your Orders section and their status (if they are paid or not).

    Regarding sending them the document, you will need a plugin to do this, as this is not part of the WooCommerce core plugin.

    I found a few links that might help you with that:

    If you want to check other options, you can search on the Plugins > Add New section of your dashboard or on a search engine like Google, for example.

    Please note that we do not provide support for third-party plugins, so it is good to check the plugin thoroughly to see if it is reliable (this also apply to the links I shared). You can find more about this in this guide.

    I hope this is helpful!

    If you face any issues or have any questions, please let us know so we can assist you further.

    Have a wonderful day!

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