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.
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.
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.
See it in action
Every screen below is a real, working feature of the module.
Policy list with state-based color coding across draft, active, expired, and cancelled policies.
Kanban board of policies grouped by status for a quick portfolio overview.
Policy form with lifecycle actions, beneficiary allocation, and linked claims and invoices.
Claims kanban with every workflow stage visible, including empty stages, for full pipeline visibility.
Claims list with SLA overdue highlighting so handlers can spot at-risk claims immediately.
Claim form with the full approve, reject, and settle workflow plus SLA deadline tracking.
One-click bulk approval wizard for batching low-risk claims through a manager review.
Policy category configuration listing every line of business with usage counts.
Category form defining a line of business and the policy numbering prefix it drives.
Employee insurance plan list with coverage amount and premium split.
Plan form configuring coverage, employee premium, and employer contribution.
Employee enrollment list showing plan, installment amount, and enrollment status.
Enrollment form computing the per-installment premium from the selected plan.
Settings screen for configuring the renewal reminder lead time.
Guided setup wizard that creates default policy categories in one pass.
Commission statement pivot summarizing agent commission by policy state.
Agent record showing insurance agent designation and total commission earned.
Employee record with an enrollment smart button linking to insurance benefits.
Customer portal home with policy and claim counters for quick self-service access.
Portal policy list letting customers review every policy they hold.
Portal policy detail page with beneficiaries and linked claims.
Portal claims list with current status for each filed claim.
Portal claim detail showing status, next steps, and outstanding requirements in plain language.
Portal claim filing form letting customers submit a new claim without contacting support.
Frequently asked
Does this replace separate policy, claims, and portal add-ons?
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.
Which lines of business are supported?
Auto, home, life, health, and employee/group policies share the same policy model and workflow, configured through policy categories — no separate app per line of business.
Can policyholders check claim status without calling support?
Yes. The customer portal shows policy details, claim status, and outstanding requirements in plain language, and lets customers file a new claim online.
Does it integrate with accounting?
Yes. Premium invoicing and claim settlement both create standard Odoo Accounting entries linked back to the policy or claim, so reconciliation stays in one place.
Get in Touch
Have questions or need customization? Every purchase includes 30 days of free support — we are here to help.
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Unified insurance operations: policy lifecycle, claims workflow, agent commissions, employee benefits, and a customer self-service portal in one Odoo app.
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Employees (hr) • Invoicing (account) |
| Lines of code | 2068 |
| Technical Name |
cerevantix_insurance_management |
| License | OPL-1 |
| Website | https://cerevantix.com |
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