CODEerts
Industry: Insurance
Odoo for Insurance and Brokerage
Insurance is not a vertical Odoo ships for, which is exactly why the platform underneath matters. Customers, documents, accounting and portal are most of the work. The rating engine is the part that gets built.
What usually breaks
The problems we keep meeting.
Quoting rules buried in spreadsheet formulas only technical staff can change
Every rate or product change queued behind a developer
Policy documents scattered outside the system
No customer self-service, so brokers relay everything
What we do about it
How we fix it in Odoo.
Rating rules as configuration, not code
A formula engine that lets the people who own the product change the numbers, with validation, so the queue disappears.
One platform across territories
Multi-company for separate books, currencies and compliance per market, with one customer view across the group.
Documents under control
A real document library with per-folder access control, version history and secure share links.
Customer self-service
A portal where customers see their own records, which removes the broker from every routine request.
Modules we have published
Built for insurance, live on the Odoo Store.
Questions
About Odoo for insurance.
Does Odoo have an insurance module?
No, not for rating and policy administration. What it gives you is the surrounding platform, which is the majority of the build. The rating engine is custom, and should be.
Can non-technical staff manage quoting rules?
That is the point of building a formula engine rather than hardcoding rates. Rules become configuration with validation, so product owners change numbers without a release.
Can one system serve two countries?
Yes. Multi-company handles separate books and compliance per territory while keeping a single customer and product view.
Other sectors
Where else we work.
Same team, same Odoo-first approach.
Manufacturing
Production, quality and traceability on one system, from work order to finished lot.
Learn moreRetail & POS
One stock position across every branch, a POS that matches the counter, and margin you can see.
Learn moreeCommerce
Storefront, stock and ledger on the same records, with payments that work in your region.
Learn moreReady to make Odoo work the way your business does?
Book a free call
CODEerts
CODEerts is a team of certified Odoo experts and full-stack engineers. We implement, customise and support Odoo ERP, then build the software around it.
