Results depend on scope, integrations and adoption.
The operating context
A clearer view of the whole operation.
Insurance operations depend on connected policy, customer, claims, underwriting, billing, document, and commission workflows. When teams rely on spreadsheets, emails, and disconnected applications, policy changes become harder to track and claims take longer to resolve. PySquad builds Odoo based insurance management solutions that connect these workflows, improve operational visibility, automate approvals, and create structured records across the insurance lifecycle.
Where friction builds
Fragmented Insurance Workflows Slow Claims and Policy Operations
Insurance teams often manage policy issuance, endorsements, renewals, claims, documents, and commissions across separate tools. This creates duplicate data, missed renewals, manual approvals, and limited visibility.
As claim volumes grow, fragmented processes make FNOL, investigation, settlement tracking, compliance reporting, and customer communication harder to manage.
Current approach
Manage policies across spreadsheets
Track claims through email
Monitor renewals manually
Calculate commissions separately
Operational impact
Policy visibility becomes fragmented
Claim approvals take longer
Renewal opportunities get missed
Commission reconciliation becomes difficult
Inside the solution
The capabilities behind the operation.
Review the functional scope, then discuss the requirements specific to your team.
Policy Lifecycle Management
Policy creation, endorsements, renewals, and digital issuance with template-based workflows.
Claims Processing & Approval
Structured claim intake, assessor assignment, multi-level approvals, and status tracking.
Underwriting & Risk Dashboard
Document verification, underwriting notes, fraud flags, and escalation workflows.
Agent & Commission Management
Agent onboarding, performance tracking, commission calculation, and payout management.
Customer Portal & Notifications
Customer access to policies, renewals, payments, and claim status updates.
Compliance & Audit Logs
Complete audit trail for policy changes, approvals, and claim actions.
Map existing policy, underwriting, and claim workflows
02
Design automated lifecycle and approval structures
03
Configure compliance, commission, and renewal rules
04
Deploy dashboards, portals, and reporting systems
Our approach
We build Odoo-based Insurance Policy and Claim Management Systems that integrate CRM, underwriting, claims processing, renewals, commissions, and compliance into one workflow. The system automates policy issuance, tracks endorsements and renewals, manages multi-level claim approvals, and provides dashboards for underwriting, agents, and management.
How it connects
The complete workflow, in one view.
Make an informed decision
Is this the right fit?
The right solution starts with the right operating requirements.
Can Odoo manage the full insurance policy lifecycle?
Yes. Odoo can be configured to support policy creation, issuance, endorsements, renewals, cancellations, certificates, documents, and related customer workflows. PySquad can connect these processes with CRM, Accounting, Documents, Sign, and custom business rules so teams can manage the policy lifecycle from a structured, centralized system.
Can Odoo support FNOL and claims processing?
Yes. A custom claims workflow can capture first notice of loss, register the claim, assign responsible users, manage investigation stages, route approvals, and track settlement through closure. PySquad designs the workflow around your claim process, including role based approvals, documents, notifications, escalation rules, and management reporting.
Can insurance brokers and TPAs manage commissions in Odoo?
Yes. Odoo can be configured to connect policies with agents, brokers, commission rules, approvals, and payout records. For TPAs and brokers, PySquad can also create role specific workflows and dashboards that improve visibility into policy servicing, claims activity, commission calculations, and operational performance.
Can the solution integrate billing, documents, and digital signatures?
Yes. Insurance workflows can be connected with Odoo Accounting, Documents, Sign, CRM, Helpdesk, and other required systems. PySquad can also integrate external platforms where your operation requires them, creating a more connected process for billing, approvals, document exchange, customer communication, and policy administration.
Can PySquad customise Odoo for different insurance lines?
Yes. The solution can be adapted for different operational requirements across areas such as health, motor, property, life, marine, liability, cyber, crop, and travel insurance. PySquad first maps the actual workflow, then configures Odoo modules, custom rules, approvals, documents, dashboards, and integrations around the business model.
Start with your requirements
Let’s define your next step.
Tell us what needs to work better, the systems you use, and the scope you have in mind.
