Odoo ERP implementation for an insurance company

Innowise developed an all-in-one Odoo ERP solution for an insurance agency to unify policy administration, client management, and financial operations.*

31.47%

reduction in quote-to-issuance time

15%

decrease in operating costs

Industry Insurance

Region UK

Employees 150–300

Services Odoo consulting, ERP implementation, data migration, custom module development

Client since 2024

Client overview

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The client is a UK-based insurance agency that provides tailored commercial and personal insurance solutions. The company serves small businesses, large corporations, and individual policyholders through trusted broker networks and a rapidly expanding digital platform. They stand out by blending personalized consultation with data-driven analysis to deliver coverage that fits each client’s exact needs.

Detailed information about the client cannot be disclosed under the provisions of the NDA.

Challenge

Outdated processes were holding the company back. Manual policy issuance and renewals often caused delays and compliance risks, which frustrated both clients and team. Without a proper lead-nurturing workflow, the sales team struggled to convert inquiries, and there was no reliable way to track ROI. Leadership couldn’t get a clear, real-time picture of operations, making it hard to make fast, data-backed decisions.

Core operations ran on a patchwork of systems: a standalone CRM, commission-tracking spreadsheets, and an outdated policy database. These silos led to duplicate data entry, inconsistent reporting, and a lack of visibility. Without automation or real-time synchronization, employees spent too much time switching between tools instead of focusing on customers, and the in-house IT team had no reliable way to ensure data integrity across the organization.

Speed up claims with Odoo automation

Solution we delivered

Discovery & planning

We started things with workshops involving underwriters, agents, finance, and IT teams to map out daily operations in detail. Our business analyst broke down and documented every process, from quote creation to claim handling.

From there, we turned those insights into clear user stories and prioritized them by business impact. That step gave us a rock-solid roadmap for implementation and set the stage for agile delivery. We also developed a data migration strategy early on, so legacy policy and customer records could be cleaned, standardized, and ready before the first sprint wrapped up.

Solution design

Innowise delivered a custom Odoo 17 Enterprise solution for insurance operations, integrating policy management, CRM, lead generation, accounting, and analytics into a single system. The system automates workflows, improves data accuracy, and delivers real-time insights. The architecture was designed around three key principles:

Scalability. The system supports high transaction volumes and peak loads during renewal seasons without performance degradation.
Security and compliance. Role-based permissions, multi-factor authentication, and full encryption for data in transit and at rest ensure compliance with GDPR and ISO 27001. Every change is logged for complete auditability.
Integration readiness. RESTful APIs enable seamless connections with underwriting engines, e-signature tools, and marketing automation platforms. The API layer scales horizontally, so integrations can be expanded without altering core logic.

This design created a future-ready platform that automates workflows, improves data integrity, and provides leadership with real-time insights for strategic decisions.

Key functionality delivered

Data integration and transformation

We migrated roughly 9 million rows of legacy policy and customer data into Odoo’s PostgreSQL backend, running ETL scripts to tidy up inconsistent formats, fill missing fields, and standardize IDs. Our team mapped historical transactions to new entities for full audit trails and built validation checks to catch duplicates or mismatches before they hit the system.

Centralized operations dashboard

Agents now have a single interface to check policy statuses, claim histories, and renewal schedules in real time. Quote generation, underwriting checks, and submission tracking happen in one place, while role-based access ensures data security. With integrated document storage, agents can pull up contracts or claim forms instantly.

Scalable APIs

Through RESTful APIs, our team connected Odoo with third-party tools like e-signature services, external underwriting engines, and marketing automation platforms. The API layer scales horizontally, so the system easily handles traffic spikes during busy renewal periods and large marketing campaigns without slowing down.

Dashboards and user experience

Interactive dashboards give agents instant access to KPIs like new leads, conversion rates, policy issuance volumes, and pending renewals. We packed in custom UX touches such as contextual tooltips, step-by-step quote wizards, and mobile-friendly layouts to boost agent productivity and make self-service easier for customers. Automated alerts flag expiring policies and pending approvals right away, so nothing gets missed.

Analytics and reporting

Our Odoo experts built analytic modules right into the platform, letting the team track key metrics like quote turnaround times, claim processing speeds, and revenue by policy type in real time. Custom reports help the client make smarter decisions on products and marketing strategies. Management gets the numbers they need with scheduled reports delivered to their inboxes every week, so they’re always ready to make data-backed decisions.

Employee training and support

Innowise led hands-on training for employees and provided role-specific guides so teams could master the new system quickly. After launch, we provided dedicated support channels and a feedback portal, letting employees flag issues, suggest improvements, and help us continuously fine-tune workflows and features based on real user needs.

Delivery approach

This project needed precision because even small errors in policy data or workflows could lead to compliance issues. We started with in-depth workshops to map exactly how policies were created, renewed, and managed across the agency. Those sessions helped us spot hidden bottlenecks and prioritize fixes that would have the biggest operational impact.

From there, we adopted a two-week sprint cycle, but with a twist. The first sprints were focused almost entirely on compliance-critical modules. That gave the client a safe way to validate core workflows early before we moved on to sales automation and analytics features. Stakeholders reviewed every increment in a staging environment, providing real-time feedback.

The launch wasn’t a flip-the-switch moment. Our experts phased the launch: internal teams first, then brokers a few weeks later. During the pilot phase alone, over 3,000 active policies were processed through the new system without a single compliance slip. That early success gave the agency the confidence to scale it across the entire business.

Because regulations and requirements were shifting even as we built, a Time & Materials model made sense. It gave the client room to adjust priorities like integrating new compliance checks mid-project without delaying delivery or driving up costs unnecessarily.

Security and authentication

We set up role-based access so agents, underwriters, and finance teams only see the data relevant to their roles. Remote logins require multi-factor authentication for extra protection.

Also, all data is encrypted both at rest and in transit, keeping the platform compliant with GDPR and industry standards like ISO 27001. Every change to policy terms or customer records is logged, which gives the company a complete, traceable history for full peace of mind.

Priority was simple: build a system the agency can trust for every policy, every time. From compliance checks to renewals, everything runs smoothly and securely. Now their teams process policies faster, track leads more effectively, and make decisions with real-time data, free from errors or compliance gaps.

Kiryl Drabysheuski Lead of ERP Consultants

Technologies

Odoo

Python

PostgreSQL

Docker

AWS

NGINX

JavaScript

GitLab

Jenkins

Odoo Studio

Team

Project Manager

Business Analyst

Odoo Consultant

Odoo Developers

QA Engineer

Result

Project duration

March - November 2024

Odoo now runs every core process end to end. Agents no longer switch systems or re-enter data, so average customer first-response time dropped by 31.47%, from 3h 03m to 2h 05m in the first full quarter after go-live, based on CRM response-time reports. New policies go out faster thanks to automated workflows and clear approvals that eliminate bottlenecks.
Lead tracking is fully transparent. Every inquiry moves through a single pipeline with automated follow-ups, lifting conversions by 20% in the first post-launch quarter versus the last pre-launch quarter.
Finance is part of daily ops now. Automated invoicing, payment tracking, and real-time reporting simplified accounting tasks and trimmed back-office operating cost per policy by 15%.
With live dashboards, managers and executives can now see what’s working and what needs attention, and act right away.

Client overview
Challenge
Solution
Technologies & tools
Team
Results

Speed up claims with Odoo automation

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