Odoo Insurance Policy & Claim Management
Digitise policy lifecycle and claims for faster settlements and stronger compliance.
See How We Build for Complex BusinessesInsurance companies, TPAs, brokers, and aggregators manage complex workflows including policy issuance, endorsements, renewals, claims processing, underwriting, compliance documentation, and agent commissions. When these processes run on emails, spreadsheets, and disconnected systems, delays increase and compliance risks rise. A unified Insurance Policy and Claim Management System centralizes customer data, policies, claims, agents, and financial workflows into one structured platform.
Who This Is For
We usually work best with teams who know building software is more than just shipping code.
This is for teams who:
Insurance companies managing multiple policy lines
TPAs handling policy and claim processing
Insurance brokers and aggregators
Health and general insurance service providers
This may not fit for:
Small agencies managing only a few policies manually
Businesses without structured underwriting processes
Organizations not handling claims internally
Firms looking only for accounting software
the real problem
Scattered policy and claim workflows slow down operations and increase risk.
Insurance businesses often struggle with manual policy issuance, delayed claims processing, and fragmented customer records. Agents operate in separate systems, renewals are missed, and claim approvals lack transparency. Without structured tracking and audit logs, compliance and regulatory reporting become time-consuming and risky. These inefficiencies affect customer satisfaction, settlement speed, and operational profitability.
how this is usually solved
(and why it breaks)
common approaches
Manual policy issuance with email-based approvals
Spreadsheet tracking for renewals and claims
Disconnected agent and commission systems
Paper-based or scattered document storage
Where these approaches fall short
Delayed policy approvals and claim settlements
Missed renewals and lost revenue
Limited visibility into claim status
Weak audit trails and compliance risk
Core Features & Capabilities
01
Policy Lifecycle Management
Policy creation, endorsements, renewals, and digital issuance with template-based workflows.
02
Claims Processing & Approval
Structured claim intake, assessor assignment, multi-level approvals, and status tracking.
03
Underwriting & Risk Dashboard
Document verification, underwriting notes, fraud flags, and escalation workflows.
04
Agent & Commission Management
Agent onboarding, performance tracking, commission calculation, and payout management.
05
Customer Portal & Notifications
Customer access to policies, renewals, payments, and claim status updates.
06
Compliance & Audit Logs
Complete audit trail for policy changes, approvals, and claim actions.
how we approach it
01
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
How We Build at PySquad
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.
outcomes you can expect
Faster policy issuance and claim settlement
Improved renewal retention and revenue continuity
Clear compliance and audit readiness
Better visibility into agent and claim performance
Digitise your insurance policy and claims lifecycle.
let's build yoursFrequently asked questions
Yes. A customer portal supports digital claim submission.
Yes. Automated reminders via SMS/email/WhatsApp are included.
Yes. Multi-level approvals and risk checks can be configured.
Yes. Commission calculation and payout reports are built-in.
Yes. E-signature integration supports fully paperless onboarding.
About PySquad
PySquad works with businesses that have outgrown simple tools. We design and build digital operations systems for marketplace, marina, logistics, aviation, ERP-driven, and regulated environments where clarity, control, and long-term stability matter.
Our focus is simple: make complex operations easier to manage, more reliable to run, and strong enough to scale.
Strategic Solutions in This Domain
Integrated platforms and engineering capabilities aligned with this business area.
have an idea? lets talk
Share your details with us, and our team will get in touch within 24 hours to discuss your project and guide you through the next steps