Automate Policy & Claims
Transform your insurance brokerage or agency with automated underwriting, rapid claims processing, and a unified 360-degree view of every policyholder.
The Industry Challenge
The insurance industry is bogged down by heavy paperwork, legacy systems, and disconnected data. Claims adjusters spend more time fighting software than helping clients, leading to slow payouts and poor customer retention.
- ✕Siloed systems for underwriting, billing, and claims
- ✕Highly manual and error-prone quotation processes
- ✕Slow claims resolution frustrating policyholders
- ✕Inability to detect complex fraud patterns efficiently
Cost of Inaction
Slow claims processing directly impacts customer retention. If policyholders wait weeks for payouts, they will switch providers at renewal.
The Unified Solution
Xamta implements a centralized Insurance Management System using Odoo as the core CRM and billing engine, augmented by Agentic AI to handle document-heavy workflows automatically.
Unified Policy Admin
Manage quotes, renewals, and endorsements from one screen.
Automated Claims
Workflows that guide adjusters and automate low-risk claim approvals.
Integrated Billing
Automate premium collection, reconciliation, and broker commissions.
Core Odoo Modules
Essential applications configured specifically for your industry workflows.
Odoo CRM
Track leads, renewals, and communication history.
Odoo Subscriptions
Automated recurring premium billing.
Odoo Helpdesk
Manage claims tickets and customer support SLAs.
Odoo Sign & Documents
E-signatures and centralized document storage for policies.
Automate Complex Decisions
We don't just implement ERPs; we supercharge them with AI agents that act on your behalf.
Automated Underwriting Agent
AI analyzes applicant data against historical risk models to provide instant preliminary quotes for standard policies.
Claims Image Analysis
Computer vision assesses damage photos (e.g., car accidents, property damage) to estimate repair costs automatically.
Fraud Detection Engine
Machine learning flags suspicious claim patterns, network rings, or anomalous metadata for manual investigator review.
System Architecture
How data flows through your enterprise stack.
Expected ROI
Policy Issuance
Straight-through processing for standard risks.
Customer Satisfaction
Driven by faster, transparent claims resolution.
Operating Costs
Reduced administrative overhead per policy.
National Auto Insurance Broker
"Our agents were spending 4 hours a day just re-keying data between systems. With Xamta's Odoo implementation, data flows seamlessly from quote to claim, doubling our agent capacity."