Customer reference
The Yurconic Agency
For over 30 years, John Yurconic Agency has been the Lehigh Valley's trusted partner for business, group and personal insurance. We offer a comprehensive suite of financial services and work with industry-leading carriers to ensure your needs are met. Our licensed professionals focus on exceeding your expectations, providing cost-effective solutions and building long-term client relationships. Partner with John Yurconic Agency for peace of mind and a positive insurance experience.
Industry
Location
Allentown, Pennsylvania (US), United States
Implemented by
Case on Odoo
The context
Streamlining insurance operations with a modern Odoo ERP
The Yurconic Agency is a finance and insurance services provider based in Allentown, Pennsylvania, offering business, group and personal insurance, as well as a broad range of financial services, to clients in the Lehigh Valley.
Before the project, the agency’s teams managed day-to-day activities without a unified ERP, relying on processes that required significant manual effort and did not provide a consolidated, real-time view of operations across insurance and financial services.
The objectives were to streamline operations, reduce manual data entry, gain reliable and timely visibility into key business indicators, and support sustainable growth while continuing to deliver a positive insurance experience to every client.
Their needs
An ERP to streamline activity management and support migration
The client needed an ERP system to streamline activity management. They turned to Captivea to implement Odoo and continue to rely on our expertise to support their migration to the latest version.
- Have peace of mind on the feasibility of the Odoo ERP project and future migrations.
- To ensure their implementation partner clearly understood their business and insurance processes.
- Confirm the project budget and how the implementation and migration would be carried out.
- Understand and validate the project timeline and the steps required to reach the new version.
The proposed solution
A structured Odoo analysis leading to a scalable ERP roll-out
Captivea began by conducting a complete analysis of The Yurconic Agency’s existing Odoo environment, organising business discovery workshops by theme, teams, and domains to fully map their processes. From these sessions, Captivea created and presented detailed deliverable documents, gathered feedback, and defined a clear roadmap for implementation and migration. This structured approach allowed Odoo ERP to become the backbone for supply chain, inventory, finance, sales, and point-of-sale activities, increasing automation, simplifying stock management, speeding up transactions through automated payment flows, and enabling instant sales reporting for better decision-making.
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
Odoo apps deployed
The Odoo suite on this project
All Odoo applications, activated at the pace of the client's needs.
Sales & CRM
Inventory & Manufacturing
Finance
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, increasing sales team efficiency
- Smoother order processing with real-time stock tracking
- Clear visualisation 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.