1204 Genève
Suiza
VIGNY DEPIERRE SUISSE SA
Overview of the VIGNY DEPIERRE SUISSE SA Project
Sector empresarial | Finance/Insurance - Insurance broker |
Installed solution | |
Número de empleados | 51 - 200 employees |
Número de licencias | 81 |
Año de integración | 2025 |
ERP Integrator | CAPTIVEA Francia, Europa - Socio de Odoo |
| Odoo Link |
WHO IS VIGNY DEPIERRE SUISSE SA?
For over 45 years, Vigny Depierre Assurances has supported individuals, businesses, and cross-border workers at every stage of their lives. A true everyday partner, the firm protects people, their families, their property, and their assets with insurance solutions designed to last.
As an insurance broker and the leading Allianz agent in France, Vigny Depierre Assurances combines independence with access to solid contracts, offering coverage truly tailored to each situation. Whether it’s vehicle, home, health, protection, family and leisure, savings and retirement, or prestige insurance, every project is carefully studied to match clients’ needs, budgets, and life changes.
Specializing in support for cross-border workers, the firm provides guidance on LAMal, Switzerland’s mandatory health insurance system, equivalent to Social Security. The team helps clients choose, understand, and optimize their health coverage with complete clarity.
SUS NECESIDADES
Vigny Depierre Assurances needed a CRM to centralize all interactions with their clients and prospects. As insurance brokers, they compare and offer a variety of coverages home, auto, health, and protection plans – and their previous Odoo Community edition no longer met their needs.
By moving to Odoo Enterprise with Captivea, they now have a more complete solution tailored to their business processes, allowing them to better manage clients, streamline their operations, and improve efficiency on a daily basis.
LA SOLUCIÓN PROPUESTA
El primer paso de este proyecto es realizar un análisis completo del entorno Odoo del cliente.
Objetivos de análisis
- Para estar tranquilo sobre la viabilidad
- Demostramos que comprendíamos su negocio.
- Para confirmar un presupuesto
- Para saber y confirmar cómo lo haremos
- Conocer la línea de tiempo
Procesos de análisis
- descubrimiento de negocios
- Talleres Por tema / grupo de personas / dominios
- Crear los documentos entregables
- Preséntalo
- Gestionar la retroalimentación
Módulos instalados de Odoo
Productividad
Personalización
Beneficios y retorno de la inversión
Ahorro de tiempo
- Centralization of customer information
- Instant performance visualization
- Quick access to real-time employee information
- Customized Odoo screens
- Automated support ticket management
aumento de la productividad
- Quotes and invoices generated in just a few clicks and faster transaction processing
- Smart document search using advanced criteria and filters
- Automated management of maintenance and repairs
Aumento de las ventas
- Optimized collection of subscriber data
- Acceleration of contractual processes with electronic signatures
- Increased booking rates through an intuitive appointment booking interface-