Customer reference
VIGNY DEPIERRE SUISSE SA
For over 45 years, Vigny Depierre Assurances has been supporting 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 customised cover 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 personalised support.
Industry
Location
Geneva, Geneva (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 centralised, processes were fragmented, and teams had to cope with tools that did not fully support their daily operations or growth ambitions.
The priorities were to centralise all interactions with clients and prospects, secure a system that could keep pace with the firm’s growth, and give teams a reliable, efficient toolkit to compare insurance offers, follow up on opportunities, and deliver responsive, high-quality service to policyholders and cross-border workers.
Their needs
A modern, CRM-driven ERP to centralise insurance brokerage operations
Vigny Depierre Assurances wanted a CRM-centred solution that would centralise all relationships with clients and prospects and replace their limited Odoo Community edition with a more complete, business-aligned Odoo Enterprise system.
- Centralise all client and prospect interactions in a single CRM
- Replace the earlier Odoo Community edition with a more complete Odoo Enterprise solution tailored 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 activities 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 timelines. 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 centralised, customisable platform that supports insurance brokerage workflows and day-to-day 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 faisability
- 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 deliverables 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
- Centralised organisation of financial documents
- Generate quotes in a few clicks
- Quick sharing of documents
- Simplified supply management
- Automation of intervention schedules
Productivity gain
- Centralised management of leads and customers, improving sales team efficiency
- Smoother order processing with real-time stock tracking
- Clear visualisation of performance and key metrics
- 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
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