Policies, claims, and commissions, unified in a single Odoo app
Run policy administration, the claims workflow, agent commissions, employee benefit enrollment, and a customer self-service portal from one coherent system — no more stitching together separate point apps.
The problem
Insurance agencies, brokers, and HR teams manage policies, claims, and premium payments across spreadsheets, email threads, and disconnected point tools. Renewals and cancellations get tracked by hand, claims move through email with no audit trail, and premium reconciliation against accounting happens manually — causing slow settlements, missed renewals, and disputes over policy terms.
The solution
Cerevantix Insurance Management runs the full lifecycle inside Odoo: policy issuance through renewal or cancellation, a multi-stage claims workflow with SLA escalation and bulk approval, agent commission tracking, employee benefit plans, and a self-service portal — all backed by native accounting integration and a complete audit trail.
Everything an insurance operation needs
Every capability below is implemented in the module.
Policy lifecycle management
Issue, renew, cancel, and track policy expiry from one form, with automatic policy numbering, days-to-expiry alerts, and a one-click renewal that carries premium and coverage forward.
Multi-line-of-business policies
Auto, home, life, health, and employee/group policies share one configurable category model, so you run every line of business without buying a separate app per line.
Claims workflow with SLA escalation
Claims move through draft, submitted, under review, approved or rejected, and settled on a kanban board with every stage visible, while overdue SLA deadlines trigger automatic escalation activities.
One-click bulk claim approval
Managers batch-approve every low-risk claim — those within a small share of the policy's coverage — in a single wizard action instead of clicking through claims one at a time.
Email-to-claim gateway
Claims filed by email are captured automatically into the workflow, linked to the sender's policy when one can be identified, so nothing gets lost in an inbox.
Agent commissions & statements
Commission rate and amount are tracked on every policy, with a commission statement view summarizing earnings per agent so brokers never need a second app for payouts.
Employee benefit plans & enrollment
Configure employee insurance plans with coverage and premium splits, enroll employees, and let per-installment amounts compute automatically — visible right from the employee record.
Premium invoicing & claim settlement
Generate a premium invoice straight from the policy and settle an approved claim as a linked accounting entry, keeping reconciliation inside Odoo Accounting instead of a spreadsheet.
Customer self-service portal
Policyholders check policy details, track claim status in plain language, and file a new claim online without ever calling support.
How it works
Configure in minutes
Run the guided setup wizard to create policy categories and set the renewal reminder lead time in one pass.
Issue & manage policies
Create a policy for any line of business, assign an agent, add beneficiaries, and invoice the premium straight to accounting.
Process claims end to end
Claims flow through submission, review, and approval with SLA tracking, escalation, and one-click bulk approval for low-risk cases.
Empower agents & customers
Agents track commissions and productivity while policyholders check status and file new claims from the self-service portal.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
Yes. Policy administration, the claims workflow, agent commissions, employee benefit enrollment, and the customer portal ship together in one app, so you do not need to buy and integrate multiple point solutions.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Insurance Management
Policy lifecycle, SLA-escalated claims, agent commissions, employee benefit enrolment, premium invoicing and a customer self-service portal in one Odoo app.
Buy on Odoo App Store