INSURANCE INDUSTRY ERP
Odoo the perfect ERP for the insurance industry.
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
ERP Apps for Insurance Industry
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.
Management of specific contracts for each client with all information related to the insurance sector.
HELPDESK / CLAIMS
Management of the reported claims by the customers. Track each ticket via a powerful helpdesk interface.
Management of the insurance company's accounting directly in the software: bank synchronization, invoicing, easy reconciliation etc...
All sales are tracked in the software, while being synchronized with CRM, invoicing, helpdesk. Quotations can be sent online and signed online.
Website fully adapted to the insurance sector. Easy to implement, contact form linked to CRM, online chat.
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.
With this app: employee management, leave, evaluation, recruitment, etc.
Marketing automation management, targeted emailing, easy management of new leads.
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 software automatically manages recurring sales and subscriptions according to the parameters defined by the insurance company.
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.
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Odoo for Insurance Industry
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