MCT — Insurance Policy Management System
A complete Odoo ERP for managing insurance policies: policy lifecycle, claims, commissions, and automated renewals within one operational system.
The Challenge
MCT needed a unified system to manage the lifecycle of insurance policies and related operations, reducing reliance on manual tracking and improving clarity over the status of policies, claims, and commissions — covering policy lifecycle, claims handling, commission calculation, and renewal/expiry tracking.
Our Solution
We designed and implemented a complete insurance management system on Odoo, building operational layers for policies, claims, and renewals: full policy lifecycle from creation to expiry and renewal, a dedicated claims workflow, a commission-calculation engine, an automated scheduled-renewal system, dashboards for live statistics, and QWeb reports for policies, claims, and commissions. We used n8n to connect data flows and run automated actions.
Results
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