01 / Background
A prominent European insurance company offering life, health and property insurance. They struggled with managing customer relationships, tracking policy subscriptions and handling renewals and claims efficiently.
← All work
InsuranceCRMAI · Claims triage LLMInsurance (Life, Health, Property)Europe · 6 months· 3 min read
Veridia Assurance.
CRM, Subscriptions and Commission Management unified for a European insurer — renewals, claims and broker payouts running on Odoo end-to-end.
Odoo CRMSubscriptionsCommission ManagementMarketing AutomationVAT Compliance
+0%
On-time renewals
0%
Reduction in commission errors
0%
Improvement in retention
0%
Reduction in claim delays
02 / Challenges
Dispersed customer data
Customer information scattered across multiple systems and spreadsheets — no single view of policies, claims or interactions.
Inefficient subscription management
Manual subscription/renewal handling caused errors, delayed renewals and missed upsell opportunities.
Broker/agent commission tracking
Manual commission tracking caused payment delays and confusion over commission structures.
Limited policy visibility
Customers had no real-time view of policy, claim or renewal status — leading to dissatisfaction.
Weak follow-up cadence
No streamlined process for renewal communications or claim follow-ups, hurting retention.
03 / Solutions
01
Odoo CRM
Centralized customer data — personal info, policies, claims and communication history — into one 360° customer view.
02
Subscription management
Odoo Subscriptions configured to handle policy subscriptions, renewals and automatic reminders — no renewal missed.
03
Automated policy tracking
CRM integrated with policy management to track policies in real time, with alerts for renewals, claims and payments.
04
Customer communication automation
Personalized notifications and reminders for renewals, policy changes and claims updates.
05
Finance integration
Automated invoice generation on renewal; broker commissions recorded and paid per rule; deferred revenue tracked; VAT configured via fiscal positions; monthly/quarterly reports direct from Odoo.
06
Claims triage assist
First-pass claim categorisation and document classification routed through an LLM model — adjusters open every claim with a draft summary instead of a stack of PDFs.
04 / Stack & apps
CRMSalesAccountingInvoicingSubscriptionsCommission ManagementEmail Marketing / Marketing AutomationStudioCustom Modules
05 / Outcomes
→
Centralized customer data
A unified view of every customer made personalized service possible.
→
Efficient renewals
Automated subscriptions and reminders cut manual intervention and missed renewals.
→
Commission tracking
Broker/agent commissions calculated automatically per pre-defined rules — no more spreadsheet errors.
→
Happier customers
Automated tracking and proactive notifications raised satisfaction.
→
Retention & upsell
Proactive comms drove retention and opened cross-sell on additional products.
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