From customer insurance needs to policy, renewal, and commission the complete brokerage lifecycle in one platform.
SERP Insurance & Brokerage is a specialized solution built on Odoo 19 that connects the entire brokerage journey from opportunity, RFQ, multi-insurer quote and benefit comparison to policy issuance, member management, installments, premium collection, remittance to insurers, and commission calculation, followed by endorsements, claims, renewals, and compliance. It gives management clear visibility into what has been collected, what has been remitted to insurers, and what has actually been earned as commission, while tracking insurer performance, claims, renewals, customer profitability, and compliance. Instead of managing operations through separate CRM tools, spreadsheets, and files, SERP brings sales, operations, finance, customer service, and compliance into one platform to reduce manual work, accelerate quote comparison, protect commission revenue, improve renewals, and increase customer profitability.