Skip to Content

Insurance Management System

Smarter Insurance

Policies, Claims, and Clients Connected

Manage the full insurance lifecycle from quote to renewal in one place. Shaaneiol Tech builds Odoo insurance software that speeds up claims and keeps every policy on track.

Get Started

Built for insurance agencies and brokers

An insurance agent reviewing policies and claims on a dashboard
The Problem

The Friction

Why Insurance Back Offices Fall Behind

Paper files and disconnected tools slow quotes, hide renewals, and make claims harder to follow.

  • Scattered Policy Records

    Policy documents live in folders, emails, and spreadsheets.

    Data Access Risk

  • Missed Renewals

    Without reminders, policies lapse and premium income is lost.

    Revenue Risk

  • Slow Claims Handling

    Manual follow-up leaves claimants waiting for updates.

    Customer Trust Risk

  • Commission Errors

    Manual commission calculations lead to disputes with agents.

    Accuracy Risk

Odoo Insurance Solution

Insurance ERP Built with Odoo

Run policies, claims, renewals, and commissions from a single connected platform.

  • One record for every policy

    Store clients, coverage, documents, and history together.

  • Never miss a renewal

    Automatic reminders keep policies active and revenue steady.

  • Track every claim to closure

    See status, documents, and next steps for each claim.

Experience Shaaneiol Tech Insurance ERP
  • Policies Managed

    18,000+

    Active

  • Renewal Rate

    +20%

    With reminders

  • Claim Tracking

    Real-Time

    Status updates

  • Agency Insights

    Live Analytics

    Premium and claims

Module Overview

Insurance Module Quick Overview

Everything an agency needs to sell, service, and renew policies with confidence.

  • Quotes & Policies

    Create quotes and issue policies from templates.

    Explore module
  • Renewal Reminders

    Automated alerts before policies expire.

    Explore module
  • Claims Management

    Log, assign, and follow claims through each stage.

    Explore module
  • Premium & Commission

    Track premiums, payments, and agent commissions.

    Explore module
  • Client Portal

    Let clients view policies and upload documents.

    Explore module
  • Document Vault

    Keep every document linked to the right policy.

    Explore module
  • 40%

    Faster Quoting

  • 20%

    Higher Renewals

  • 100%

    Claim Visibility

Strategic Advantages

Why shaaneiol Tech for Insurance Excellence

Precision-Engineered Insurance Workflows

Handle policies and claims with fewer touches. We configure Odoo around your products, approvals, and commission rules.

  • Flexible Policy Types
  • Agent Commission Rules
  • Role-Based Access
  • Complete Audit Trail
  • Unified tools integration

    Policies, claims, and accounts in one system.

  • Configured to your products

    Odoo set up around your coverage and processes.

  • Audit-ready records

    Every change and document is logged.

Enterprise Suite

Unified Insurance Ecosystem

Join sales, service, claims, and finance so clients and teams always see the same facts.

  • Policy Administration

    Issue, endorse, and renew policies easily.

  • Financial Accounting

    Premiums and commissions posted automatically.

  • Sales & Revenue

    Premium reports by product and agent.

shaaneiol Tech

Odoo Insurance

  • Client Management

    Full client profiles and history.

  • Claims Processing

    Workflows with approvals and notes.

  • Communication

    Emails and reminders from the system.