Insurance Brokerage
Odoo for brokers who live on renewals.
Policies, renewals, commissions, and client servicing — tracked to the day.
Overview
A brokerage's revenue hides in renewals, commissions, and client trust. Missed renewal dates and untracked receivables from insurers cost real money. We configure Odoo to track every policy, every renewal, and every commission, with the complete client file in one place.
What we implement
Policy records by client, insurer, and line of business.
Renewal pipelines with automated reminders.
Commission tracking and reconciliation with insurers.
Claims follow-up and client servicing workflows.
Receivables and revenue reporting by insurer and product.
The outcome
No missed renewals, no lost commissions, and a complete file for every client.
Frequently asked questions
Can Odoo track policies and automatically flag the commission due from each insurer, or is that something our team would still calculate by hand?
Odoo's CRM and invoicing are strong ground: pipelines, recurring billing, and multi-currency accounting all come standard. There is no native policy object with a renewal clock or insurer-specific commission rate attached to it. That is the shaping we build on top: the policy record, the renewal pipeline, and commission rules matched to your actual panel, so what is owed reconciles against each insurer's statement automatically.
Client and policy files currently sit across paper folders and separate spreadsheets per insurer. What happens to active policies while that data moves into Odoo?
Nothing lapses. Client and policy records, including renewal dates and current commission rates, migrate insurer by insurer or line of business by line of business, reconciled against your actual panel before go-live. Live, active policies take priority in that sequence, so the renewal pipeline starts accurate from day one instead of inheriting gaps carried over from the old paper files.
What does ongoing support look like once we are live, given how often insurer panels and commission rates change under us?
A senior consultant visits your office once or twice a week as standing, on-site support, reviewing commission reconciliation and renewal pipeline accuracy in person as panels and rates shift. That is a different relationship to a distant ticket queue, since someone already familiar with your book of business can catch a misreconciled statement before it costs you a renewal.
Ready to build Odoo around your business?
Book a discovery call and talk to someone who has done this before.