Customer reference
VIGNY DEPIERRE SUISSE SA
For over 45 years, Vigny Depierre Assurances has supported individuals, businesses, and cross-border workers with insurance solutions tailored to every stage of life. As an insurance broker and the leading Allianz agent in France, the firm offers customized coverage for vehicle, home, health, protection, savings, and retirement insurance. A specialist in LAMal for cross-border workers, Vigny Depierre Assurances focuses on proximity, attentive service, and personalized support.
Industry
Location
Genève, Genève (CH), Switzerland
Implemented by
Case on Odoo
The context
From Odoo Community limits to a scalable Odoo Enterprise platform
VIGNY DEPIERRE SUISSE SA is part of Vigny Depierre Assurances, an insurance broker and leading Allianz agent that supports individuals, businesses, and cross-border workers with tailored insurance solutions at every stage of life.
Before the project, the company was running on an Odoo Community edition that no longer matched the complexity of its insurance brokerage activities. Client and prospect information was not sufficiently centralized, processes were fragmented, and teams had to cope with tools that did not fully support their daily operations or growth ambitions.
The stakes were to centralize all interactions with clients and prospects, secure a system that could keep pace with the firm’s development, and give teams a reliable, efficient toolset to compare insurance offers, follow up opportunities, and deliver responsive, high-quality service to policyholders and cross-border workers.
Their needs
A modern CRM-driven ERP to centralize insurance brokerage operations
Vigny Depierre Assurances wanted a CRM-centered solution that would centralize all relationships with clients and prospects and replace their limited Odoo Community edition with a more complete, business-aligned Odoo Enterprise system.
- Centralize all client and prospect interactions in a single CRM
- Replace the previous Odoo Community edition with a more complete Odoo Enterprise solution adapted to insurance brokerage
- Streamline day-to-day operations so teams can compare and manage offers efficiently across home, auto, health, and protection plans
- Gain better visibility and control over activity to improve responsiveness and service quality
The proposed solution
An Odoo Enterprise rollout built on in-depth analysis and tailored configuration
Captivea France began with a complete analysis of the existing Odoo environment, running business discovery workshops by theme and user group to understand Vigny Depierre Assurances’ processes and confirm feasibility, budget, and timeline. On this basis, they deployed Odoo Enterprise with a set of targeted applications including CRM, Sales, Subscriptions, Documents, Sign, Employees, Recruitment, Time Off, Fleet, Helpdesk, Appointments, Dashboard, and Odoo Studio, delivering a centralized, customizable platform that supports insurance brokerage workflows and daily collaboration.
The first step of this project is to perform a complete analysis of the client's Odoo environment.
Analysis objectives
- To be reassured on the feasibility
- Show that we understood their business
- To confirm a budget
- To know and confirm how we will do it
- Know the timeline
Analysis processes
- Business discovery
- Workshops by theme / group of people / domains
- Create the deliverable documents
- Present it
- Handle feedback
The results
Benefits & returns on investment
What the client gained, day after day, once the solution went live.
Time saving
- Centralized organization of financial documents
- Generate quotes in a few clicks
- Quick sharing of documents
- Simplified supply management
- Automation of intervention schedules
Productivity gain
- Centralized management of leads and customers, increasing sales team efficiency
- Smoother order processing with real-time stock tracking
- Clear visualization of performance and key indicators
- Quick access to employee information
Increase in sales
- Improved client satisfaction through faster project delivery
- Better time management that helps allocate resources to the most profitable projects
- Identification of additional needs through ticket analysis
Does your project look like this one?
Let's discuss your challenges with an expert in your industry.