Scattered Policy Records
Policy schedules, riders, and customer documents live in folders and inboxes so renewals and endorsements miss critical details.
Data Integrity Risk
Insurance ERP Solution
From Spreadsheet Policies to Connected Insurance Ops
Keep policies, premiums, and claims in one audit-ready system. echoBitz builds Odoo insurance solutions with AI Agents that flag renewal risk and speed up claims triage for brokers and carriers.
Trusted by insurance teams and brokers
Policy Hub
Issue, renew, endorse
Claims Desk
Intake to settlement
- Policies & Endorsements
- Premiums & Renewals
- Claims Lifecycle
- Agents & Brokers
- Commission Tracking
The Operational Friction Limiting
Your Growth
Disconnected spreadsheets and email trails hide renewal risk, slow claims, and make commission reconciliation painful for agencies and underwriters.
Slow Claims Cycles
Manual claim intake and unclear status handoffs stretch turnaround times and frustrate policyholders and adjusters.
Claims Delay RiskRenewal Blind Spots
Without timed alerts and portfolio views, lapses and missed upsell windows erode premium income.
Retention RiskCommission Chaos
Agent and broker payouts calculated offline create disputes, delayed settlements, and weak audit trails.
Payout Accuracy Risk
Enterprise Solutions
Insurance Operations Built
Insurance Operations Built
with Odoo
Modernize agency and carrier workflows with an integrated system that connects policies, premiums, claims, documents, and commissions in one Odoo flow.
- Issue and renew with controlCapture product, coverage, premium schedules, and endorsements without duplicate entry.
- Run claims with clear stagesIntake, documents, assessment, approval, and settlement stay visible to the right roles.
- Reconcile commissions cleanlyLink policies to agents and brokers so payouts match production and agreements.
Policies Managed
12,000+ Active PortfolioClaims Cycle
−40% vs. Manual DesksRenewal Alerts
Automated Days-before expiry rulesPortfolio Insights
Live Analytics Role-based dashboard accessInsurance Modules Quick Overview
A connected insurance stack for policy administration, premium collection, claims, partners, and compliance-ready documents.
Policy Administration
Products, covers, riders, endorsements, and policy documents in structured records.
Benefit: Faster Issue & EndorsementPremium & Billing
Installments, renewals, receipts, and outstanding premium visibility.
Benefit: Cleaner Cash CollectionClaims Management
Stage-based claim handling with attachments, notes, and settlement tracking.
Benefit: Shorter Claim TurnaroundAgent & Broker Desk
Partner hierarchies, production views, and commission rules per agreement.
Benefit: Transparent Partner PayoutsUnderwriting Docs
KYC, proposals, medicals, and risk files linked to each policyholder.
Benefit: Audit-Ready DocumentationRenewal Campaigns
Expiry pipelines and reminder workflows so teams protect retention.
Benefit: Higher Renewal ConversionRedefining Insurance Operations
Move from fragmented policy folders and claim email chains to a unified insurance ecosystem designed for accuracy, renewals, and partner trust.
Deploying echoBitz Enterprise
Legacy Operations
Fragmented Efficiency
Paper schedules, spreadsheet commissions, and opaque claim status defined the traditional agency and branch landscape.
- Manual policy registers & missing endorsements
- Untracked claim ages and document gaps
- Offline commission worksheets and disputes
Avg. Claim Age
18d
Lapse Risk
12%
Insurance Sync Active
Policy–Premium–Claim Synchronization
echoBitz Era
Strategic Workflow Integration
Transitioning to insurance-first Odoo meant precision at every touchpoint from quote to policy to claim settlement.
- Unified Policy RecordsSchedules, riders, and documents stay attached to one customer timeline.
- Transparent Claims StagesEvery stakeholder sees status, missing docs, and next action.
- Commission IntegrityProduction posts to partner ledgers with rules you can audit.
Why echoBitz for Insurance Excellence
Precision-Engineered Insurance Workflows
Run agencies and insurance desks with workflows that match how policies are sold, renewed, and claimed. From product configuration and premium schedules to claims stages and partner commissions, we configure Odoo to your book of business.
- Flexible Product & Cover Catalog
- Document & KYC Control
- Role-Based Underwriting Access
- Multi-Branch / Multi-Agency Rollout
Portfolio Intelligence
See production, renewals, claims ratios, and outstanding premiums by product, agent, and branch.
Enterprise Ecosystem Connectivity
Native Odoo links to accounting, CRM, and document management for a single insurance truth.
Continuous Operational Excellence
Support from specialists who understand brokers, claims desks, and regulatory reporting pressure.
Unified Insurance Ecosystem
echoBitz bridges front-office production and back-office control so policy, premium, claim, and finance data stay aligned.
Policy Administration
Issue, endorse, renew, and archive policies with full document linkage.
Financial Accounting
Premium receipts and claim payouts post cleanly into Odoo ledgers.
Production & Revenue
Track written premium, collections, and pipeline by product and partner.
echoBitz
Step towards Growth
Core Insurance
CRM & Policyholders
Customer profiles, contacts, and communication history for renewals and cross-sell.
Partner Management
Agents, brokers, and commission agreements connected to every policy.
Document Vault
Proposals, KYC, claim evidence, and settlement letters in one place.
FAQ
Frequently Asked Questions
Have questions about policies, premiums, claims, commissions, or Odoo insurance setup? Here is what insurance teams usually ask before starting.
Talk to an Insurance ExpertIt is an Odoo-based solution for policy administration, premium billing, renewals, claims lifecycle, agent/broker commissions, and document control in one connected workflow.
Yes. Policies can be renewed and endorsed with updated covers, premiums, and documents while keeping a clear history for audits and customer service.
Yes. We configure claim stages, attachments, approvals, and settlement tracking so desks reduce age and improve visibility for customers and adjusters.
Yes. Partner structures and commission rules can be linked to policies and production so payouts are transparent and easier to reconcile.
Yes. Premiums, receipts, and claim payments can feed accounting, while CRM holds policyholder relationships, activities, and renewal follow-ups.
A focused agency setup can start after discovery. Multi-product catalogs, migration of legacy policies, custom claim stages, and accounting rules may need additional sprints.