INSURANCE INDUSTRY ERP

Odoo the perfect ERP for the insurance industry.

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ERP solution for Insurance Industry

Odoo is a fully integrated management software perfectly adapted to the insurance industry. With its features, Odoo software meets the strategic needs of insurance companies.

The software is perfectly adapted to the company's needs. It is very easy to use and offers a very positive user experience.

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ERP Apps for Insurance Industry

The main applications of Odoo for the insurance industry :

Odoo - CONTACT / CRM

CONTACT / CRM

Management of all customer contacts with CRM management to associate activities on customer accounts, track them and have all customer information in a single software package.

Odoo - CONTRACTS

CONTRACTS

Management of specific contracts for each client with all information related to the insurance sector.

Odoo - HELPDESK / CLAIMS

HELPDESK / CLAIMS

Management of the reported claims by the customers. Track each ticket via a powerful helpdesk interface.

Odoo - ACCOUNTING

ACCOUNTING

Management of the insurance company's accounting directly in the software: bank synchronization, invoicing, easy reconciliation,...

Odoo - SALES

SALES

All sales are tracked in the software, while being synchronized with CRM, invoicing, helpdesk. Quotations can be sent online and signed online.

Odoo - WEBSITE

WEBSITE

Website fully adapted to the insurance sector. Easy to implement, contact form linked to CRM, online chat.

Odoo - Invoice

INVOICE

All invoicing from the insurance company managed online. Invoices are sent by email with attachments in pdf format or with the possibility of printing. Payment can be made online via Paypal, Ingenico, Buckaroo, Stripe, Authorize.net, Atos Worldline or Adyen.

Odoo - HUMAN RESOURCES

HUMAN RESOURCES

With this app: employee management, leave, evaluation, recruitment, etc.

Odoo - MARKETING

MARKETING

Marketing automation management, targeted emailing, easy management of new leads.

Odoo - DOCUMENTS

DOCUMENTS

Document management with Odoo allows you to share, send, classify and archive all documents: contracts, quotes, invoices. All documents are secured and stored in the same place.

Odoo - SUBSCRIPTION

SUBSCRIPTION

Odoo software automatically manages recurring sales and subscriptions according to the parameters defined by the insurance company.

Odoo - DASHBOARD

DASHBOARD

All customer data, contracts, marketing, support, etc... can be viewed via powerful reporting tools. For a precise and comprehensive overview of the entire insurance company.

References

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logo victorian fence
logo shine solar
logo bridges logistics
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Odoo for Insurance Industry

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