Insurance companies, TPAs, brokers, and aggregators manage complex workflows including policy issuance, endorsements, renewals, claims processing, document verification, underwriting, agent management, and customer communication. When handled manually or across scattered tools, these processes lead to delays, compliance risks, and poor customer experience.
PySquad builds an Odoo-based Insurance Policy & Claim Management System that digitises the full policy lifecycle — from onboarding to claims closure, while improving transparency, speed, and customer satisfaction.
Problem Businesses Face
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Manual policy issuance and document handling.
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Delayed claim approvals due to poor tracking.
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No unified view of customer policies and renewals.
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Inefficient agent management and commission tracking.
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Scattered customer communication channels.
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Difficulty maintaining compliance & audit trails.
Our Solution
PySquad delivers an integrated insurance CRM + policy + claim workflow.
Our solution includes:
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Policy creation, endorsements, and renewals.
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Claims filing and multi-level approval workflows.
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Document verification & underwriting dashboards.
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Agent performance, commissions, and payout management.
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Customer portal for policy download and claim status.
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Compliance logs and audit-ready documentation.
Key Features
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Customer onboarding with KYC and document uploads.
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Policy issuance with templates and digital signatures.
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Renewal reminders via SMS/email/WhatsApp.
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Claims intake with assessor assignment and checklists.
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Fraud checks, underwriting notes, and escalations.
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Agent/partner onboarding and commission management.
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Customer portal for policy, payment, and claim tracking.
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Reports: claim ratios, agent performance, renewal rates.
Benefits
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Faster policy issuance and claim settlement.
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Strong compliance with digital audit trails.
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Higher customer satisfaction through transparent updates.
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Zero missed renewals with automated reminders.
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Improved agent performance visibility.
Why Choose PySquad
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Experience with insurance, health, and financial CRM systems.
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Deep Odoo expertise in workflows, automation, and portals.
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Human-first dashboards for agents, underwriters, and claim teams.
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Scalable solution for brokers, TPAs, and insurance companies.
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End-to-end implementation including integrations and automations.
Call to Action
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Managing insurance sales or claims?
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Need automated renewals, underwriting, and claim workflows?
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Want to digitise your insurance operations end-to-end?
Partner with PySquad to build your Odoo Insurance Policy + Claim Management System.
FAQs
1. Can customers submit claims online?
Yes. A customer portal supports digital claim submission.
2. Can the system send renewal reminders?
Yes. Automated reminders via SMS/email/WhatsApp are included.
3. Can underwriting workflows be customised?
Yes. Multi-level approvals and risk checks can be configured.
4. Does it support agent commissions?
Yes. Commission calculation and payout reports are built-in.
5. Can policies be signed digitally?
Yes. E-signature integration supports fully paperless onboarding.