Run every policy & claim from one future-ready insurance ERP
Digitize, streamline and scale your insurance operations — policies, claims, agents, compliance and finance — in one all-in-one platform built on Odoo.
Amit Verma
Health Shield · Policy #HS-4821Claim #CLM-207
In progressComprehensive features, one platform
Our complete insurance management system brings every aspect of your business under one powerful platform.
Everything an insurer needs, on day one
From policy issuance to claims, agents, compliance and finance — designed for insurers, brokers and TPAs.
Policy Management
Digitize the entire lifecycle of insurance policies.
- Create, issue, and renew policies
- Customize policy templates
- Track policy status to terms
Customer Management
Maintain detailed customer profiles and engagement history.
- Centralized database for all user
- Manage all activities like KYC
- Policy history and renewals
Claims Processing
Simplify and accelerate the claims handling process.
- Submit and track claims
- Automate validation & approval
- Monitor claim settlement status
Agent & Commission Management
Track performance and payouts for sales agents.
- Manage agents & assignments
- Auto-calculate commissions
- Payout reports and analytics
Underwriting Automation
Ensure accurate risk evaluation and approval decisions.
- Unique underwriting rules
- Automate risk scoring & eligibility
- Audit trails and approval logs
Document & Compliance Management
Ensure all insurance processes meet legal standards.
- Store policy to documents
- Automate Compliance checks
- Track regulatory updates
Accounting & Financials
Integrate insurance transactions with accounting modules.
- Generate invoices & receipts
- Commissions, payouts & refunds
- Reconcile payments & ledgers
Renewals & Reminders
Retain customers with timely follow-ups and renewals.
- Set automated alerts for renewals
- Send email to clients and agents
- Offer loyalty or renewal discounts
Analytics & Reports
Gain insights to drive performance and profitability.
- Monitor policy sales & claims
- View real-time dashboards
- Generate custom reports
Benefits at a glance
Faster Policy & Claims Handling
Streamlines policy and claims management for faster, error-free processing across every line of business.
Centralized Customer & Agent Data
Unifies customer and agent records for improved service delivery and a single source of truth.
Automated Renewals & Retention
Automates renewals and reminders to boost client retention and reduce policy lapses.
Built-in Regulatory Compliance
Ensures compliance with regulatory standards through built-in controls and audit trails.
Simplified Accounting & Commissions
Simplifies accounting and commission tracking with integrated financial tools.
Real-time Insights
Provides real-time insights and reports for smarter, faster decision-making.
satisfaction
Why choose us for insurance management?
We stand out as a versatile ERP platform provider, engineered for insurers of every size.
Seamless Integration
Connects insurance management with inventory, sales and accounting modules for a unified workflow.
Customization
Tailor the system to specific business needs, from job cards to claims.
Cost-Effectiveness
Open-source licensing and modular pricing make it accessible for businesses of all sizes.
User-Friendly Interface
Intuitive design ensures ease of use with minimal training.
Honest things to consider
Understanding the constraints helps you make an informed decision about implementing our ERP solution.
Learning Curve
Comprehensive training may be required for team members unfamiliar with ERP systems.
Data Migration
Moving from legacy systems requires careful planning and execution to ensure data integrity.
Initial Setup Time
Full implementation can take 2–8 weeks depending on company size and complexity.
Internet Dependency
While we offer offline capabilities, full functionality requires a reliable internet connection.
Customization Boundaries
Extreme customizations may require additional development time and resources.
Device Compatibility
Optimal performance on devices from the past 5 years with current OS versions.
How we help you overcome them
We're dedicated to continuously improving our solution. Our support package includes personalized onboarding, regular training sessions and a dedicated implementation specialist to ensure your transition is smooth and successful.
Engineered for reliability & security
Built to meet the demanding needs of modern insurance businesses.
Infrastructure & platform
Cloud-Based Architecture
Secure AWS infrastructure with 99.9% uptime guarantee and automatic scaling.
Data Management
Encrypted database with daily backups and point-in-time recovery options.
Multi-Platform Support
Web app plus native iOS & Android apps with offline capabilities.
Security & compliance
Enterprise-Grade Security
AES-256 encryption, multi-factor authentication and role-based access controls.
Compliance Standards
SOC 2 Type II certified, GDPR compliant and ISO 27001 adherence.
Audit Trails
Comprehensive logging of all system activities for accountability and compliance.
A smooth rollout, fully supported
Our comprehensive support ensures a smooth transition and continuous assistance throughout your journey.
Discovery & Planning
We analyze your current workflows, identify needs and create a customized implementation plan.
Data Migration & Configuration
Our team handles the transfer of your existing data and configures the system to your specifications.
Training & Onboarding
Comprehensive training sessions for administrators and end-users to ensure adoption.
Go-Live & Ongoing Support
Dedicated support during launch and continuous assistance throughout your subscription.
Dedicated Support Team
Each client is assigned a success manager and technical support team via phone, email and chat.
Knowledge Resources
Comprehensive documentation, video tutorials and user guides through our knowledge base portal.
Ongoing Training
Regular webinars, refresher courses and advanced sessions for new features and capabilities.
Simple pricing, built to scale
Flexible plans designed to scale with your insurance business needs.
One-time payment to unlock automation for your insurance business.
- Policy Management
- Claims Processing
- Customer Profile Management
- Premium Billing & Collection
- Agent & Commission Management
- Document Management
- Regulatory Compliance
- Reports & Analytics
Unique solutions for unique business needs
Tailored builds, integrations and a dedicated team that grows with you.
Custom Modules
Specialized features for your unique workflows.
Enterprise Integrations
Connect with your existing enterprise systems.
Dedicated Team
Your own implementation and support specialists.
Scalable Growth
Infrastructure that grows with your business.
Customer success stories
Hear from professionals who transformed their operations with Insurance ERP.
"Before this, policies and claims lived in disconnected spreadsheets. Now issuance, renewals and settlements run in one place — our claims turnaround dropped from days to hours."
Robert Johnson
Operations Director, Pinnacle Insurance"Agent commissions used to take our finance team a full week to reconcile. Auto-calculated payouts and clean reports gave us that week back, every month."
Meera Kulkarni
Finance Head, SafeGuard Brokers"Built-in compliance checks and audit trails give us real peace of mind with regulators. Onboarding was smooth and the support team is genuinely responsive."
Ahmed Sheikh
Underwriting Lead, Horizon AssuranceLet's build your insurance platform
Have a question or need help? Tell us about your business — our team is ready to assist you promptly.
- Free personalized product walkthrough
- Guidance on the right plan for your business
- No obligation, no pressure
Send us a message
Ready to transform your insurance business?
Experience streamlined operations, enhanced client management and increased profitability with our comprehensive ERP.
Schedule a Demo
See the platform in action with a personalized walkthrough from our product specialists.
Request a DemoExplore Pricing
Find the perfect plan for your business with flexible pricing options to suit your needs.
View Pricing PlansFAQ
Frequently Asked Questions
Find answers to common questions about Insurance ERP.
Insurance ERP is an integrated software system designed to manage the core processes of insurance companies—such as policy issuance, claims processing, accounting, compliance, and agent management—all in one platform.
The ERP is ideal for insurance providers, brokers, underwriting firms, and third-party administrators (TPAs) across life, health, motor, and general insurance domains.
Yes, it supports life, health, motor, property, and other general insurance policies with custom configurations for each type.
It allows users to submit, validate, and process claims efficiently with built-in workflows, document tracking, and status monitoring in real-time.
Absolutely. The ERP calculates commissions based on predefined rules and provides clear reports for payouts and agent performance tracking.
Yes, the system sends email alerts to customers and agents before policy expiry, helping reduce lapses and improve retention.
The ERP includes role-based access control, data encryption, and audit trails to ensure security and compliance with industry standards.
Yes, it supports integration with third-party tools such as CRMs, accounting systems, government APIs, and payment gateways.
Yes, the ERP includes dashboards and custom reporting tools to track sales, claims ratios, customer behavior, and financial metrics.
What is included in FREE Support:
- 90 days of free technical support
- Installation of the application on Odoo.SH (Only in exceptional cases for Odoo On premises)
- Technical bug fixing cover only purchased application of TechKhedut
- User manual with detailed instructions
- Training Videos
- Translation of application in native language (Minimum required time: 5 business days)
What is not included in FREE Support:
- Conflict resolution with 3rd party application.
- If any customization done to purchased application by the client themselves.
- Any new requirements (Functional or Technical) customization required on app purchased application.
- Changes made using Website or website editor and if that is causing any issues.
- Any changes made in email templates and if that causes any issues.
- TechKhedut is not responsible for that and will not share free of cost correct version application so while making a purchase be cautious about the version of application.
- Yes, Updates under the current purchased application will be provided free of charge
- No, those updates need to be handled by the clients
- Additionally, please make sure you are taking proper back up of your data before updating the version of the application, as Techkhedut is not responsible for any such data losses.
- We provide data migration services on paid bases.
- We extremely value data privacy of our users and we are strongly committed to aversion of any such activities