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VIGNY DEPIERRE SUISSE SA
Rue du Prince 8
1204 Genève
Suiza

VIGNY DEPIERRE SUISSE SA

Overview of the VIGNY DEPIERRE SUISSE SA Project

Sector empresarial

Finance/Insurance - Insurance broker

Installed solution

Odoo ERP

Número de empleados

51 - 200 employees

Número de licencias

81

Año de integración

2025

ERP Integrator

CAPTIVEA Francia, Europa - Socio de Odoo

Odoo Link

SAG VIGNY DEPIERRE

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

  1. descubrimiento de negocios
  2. Talleres Por tema / grupo de personas / dominios
  3. Crear los documentos entregables
  4. Preséntalo
  5. Gestionar la retroalimentación

Módulos instalados de Odoo

Recursos humanos

Empleados

 Flota

Servicios

Mesa de ayuda 

Citas

Productividad

 Panel de control

Personalización

 Estudio Odoo

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-