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Odoo for Insurance Brokerage
Quotes, policies, renewals, claims, commission.
Broker and agency system: insurer commission terms, side-by-side market quotes, policies with installments, mid-term endorsements pro-rated over the remaining term, a renewal pipeline, and claims with reserves.
Core features
- ✓ Market quotes side by side
- ✓ Insurer commission terms
- ✓ Policy with installment plan
- ✓ Mid-term endorsements pro-rated
- ✓ Renewal pipeline & retention
- ✓ Claims with reserves
- ✓ Adjuster assignment
- ✓ Commission expected against received
Why Way4Tech for Insurance Brokerage
Deep domain expertise
We've deployed Odoo for Insurance Brokerage across multiple countries and scales.
Localization built in
Tax, e-invoicing, labor law - compliant from day one.
Community-friendly
Runs on Odoo Community where possible. Enterprise only if it pays off.
Long-term partnership
We stay involved. 5+ year client relationships are our norm.