Sales pipeline
Track leads, quotes and policies with agent performance dashboards.
Industry solution
Insurance Companies
Faster policies, smoother claims and happier customers. Insurers and brokers handle large volumes of leads, policies, renewals and claims. Odoo brings them into one system, with automation that shortens turnaround and transparency that builds customer trust.
6 connected Odoo appsTailored for insurance
Common challenges
What holds insurance businesses back.
These are the problems we hear most often from insurance leaders before an Odoo implementation.
- Leads and quotes managed across several tools
- Policy renewals missed without automated reminders
- Claims that move slowly between departments
- Large volumes of documents and signatures
- Agent and broker commissions calculated manually
- Limited view of customer history across products
Our solution
How Odoo solves it
How Odoo solves it
for insurance.
Renewals & subscriptions
Automatic renewal reminders and recurring billing.
Claims handling
Claims as tickets with SLAs, documents and approvals.
e-Signature
Policies and claim forms signed digitally in minutes.
Recommended apps
The Odoo apps behind
The Odoo apps behind
this solution.
Before you start
Should you implement
Should you implement
an Odoo ERP system?
Six factors we review with every client before recommending an implementation plan.
Business size & growth
Odoo suits companies of any size and scales as you add users, companies and apps.
Complexity of operations
Your processes and growth plans should shape which apps you start with.
Expert implementation
An experienced partner avoids costly mistakes and speeds up go-live.
Total cost
Plan for implementation, customisation, training and ongoing support, not just licences.
Change management
Adoption depends on involving users early and showing them the benefits.
Training
Well-trained teams get value from the system from the first week.
Your insurance ERP consultant
Start your digital transformation with AnaConEx as your implementation partner. The future of your business starts now.
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