Insurance Management Suite connects underwriting, policy administration, premium billing, claims, reinsurance, and agency distribution in Odoo 19. It is designed for insurers and MGAs that need connected records from risk submission through policy servicing and claims settlement.
Underwriting and Policy Administration
Rate submissions using versioned rating tables and record underwriting decisions. Binding freezes the selected rating snapshot and creates the policy. Manage endorsements, renewals, cancellations, and lapses with corresponding premium adjustments.
Premiums and Reinsurance
Generate premium invoices through Odoo Accounting and track written, earned, and unearned premium. Manage quota share, surplus, excess of loss, and facultative reinsurance, with bordereau reports for operational review.
Claims and Recoveries
Capture first notice of loss (FNOL) through the back office or policyholder portal. Track coverage, investigation, assessment, claim payments, salvage, subrogation, and reinsurance recoveries.
Agency Distribution
Manage agencies, agents, quotations, renewal campaigns, commission schedules, clawbacks, and statements. Customer and agent portals support policy access, quote requests, and commission visibility.
Compatibility and Requirements
Supports Odoo 19 Community and Enterprise on Odoo.sh and on premise deployments. The suite includes Insurance Core, Insurance Claims, and Insurance Distribution. Core can run independently, while the claims and distribution website workflows require Odoo Website.
Product Scope
The suite extends Odoo Accounting, Contacts, CRM, Sales, and Website for insurance operations. Configure Insurance Account Mapping before binding policies or processing claim payments. Use the included modules according to your policy, claims, and distribution requirements.
