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.
CONTRACTS
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.
ACCOUNTING
Management of the insurance company's accounting directly in the software: bank synchronization, invoicing, easy reconciliation etc...
SALES
All sales are tracked in the software, while being synchronized with CRM, invoicing, helpdesk. Quotations can be sent online and signed online.
WEBSITE
Website fully adapted to the insurance sector. Easy to implement, contact form linked to CRM, online chat.
INVOICE
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.
HUMAN RESOURCES
With this app: employee management, leave, evaluation, recruitment, etc.
MARKETING
Marketing automation management, targeted emailing, easy management of new leads.
DOCUMENTS
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.
SUBSCRIPTION
Odoo software automatically manages recurring sales and subscriptions according to the parameters defined by the insurance company.
DASHBOARD
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.
References
Ask us about ERP insurance industry now:
Odoo for Insurance Industry
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