Insurance & Brokerage

Insurance & Brokerage ERP Software in Saudi Arabia – SERP on Odoo

SERP Insurance & Brokerage is a ready-to-run, cloud ERP solution built on Odoo for insurance & brokerage businesses in Saudi Arabia and the GCC. It brings client policies and renewals, insurer quotations, commission tracking and claims follow-up together with accounting, HR, procurement and CRM in one integrated platform, so management and teams work from a single, real-time source of truth.

How SERP runs your Insurance & Brokerage operations

• Client policies and renewals
• Insurer quotations
• Commission tracking
• Claims follow-up
• Integrated accounting, VAT, purchasing, inventory, HR and payroll
• Real-time dashboards and KPIs for owners and managers

Business continuity

Secure cloud hosting, automated backups, mobile access and documented, standardized workflows keep your insurance & brokerage operations running without interruption, even when staff change or teams work remotely.

Governance and compliance

Role-based access, multi-level approvals and a full audit trail give you control over every transaction. SERP is ready for ZATCA Phase 2 e-invoicing (Fatoora), VAT, Zakat, GOSI, WPS/Mudad and PDPL data protection requirements.

Efficiency and productivity

Automate repetitive tasks, eliminate double data entry and connect every department, so your team spends less time on paperwork and more time serving customers.

Save money and time

Replace spreadsheets and disconnected systems with one subscription. Reduce errors, control costs, speed up billing and collections, and make faster decisions with accurate reports — with a fast implementation by Noptechs, an Odoo Gold Partner in Riyadh.

The best ERP system for insurance & brokerage in Saudi Arabia: Odoo ERP, ZATCA e-invoicing, accounting and management software for insurance & brokerage companies.