CRM Odoo Seguros Personalizado

@Fazeennazar

With over 7 years of experience as a senior engineer, I offer comprehensive and strategic skills that align perfectly with your project requirements. Having worked extensively with Python and Odoo, I have a deep understanding of your system. Specifically, my proficiency in Django and DRF is well-suited to develop a tailored CRM system for your insurance business. I understand the need for a connected solution that spans across the entire lifecycle of an insurance policy, including critical dates enforcement, alerts for agents and clients, comprehensive customer notes functionality linking to the Contacts and Sales modules, efficient insurance claim management, as well as commission calculation and assignment based on industry standards - all which I am more than capable of delivering. In addition to my technical abilities, I also excel in project management and problem-solving. We clarify the sophisticated reports you require together, structure them effectively using precisely defined filters and fields before finally implementing them.I am committed to providing not just the configured environment in your instance, but also brief documentation for easy maintenance and a thorough transition session to ensure every aspect of the delivered solution functions as desired. Let's team up for a successful project!

@nikhilgarg96

Hello, I am a friendly and reliable full-stack developer with solid experience in Shopify, WordPress, PHP, Laravel, React, Node.js, Odoo, and mobile app development (Flutter/React Native). I love building clean, fast, and user-friendly web and mobile solutions. Whether you need custom features, API integrations, Odoo workflows, mobile apps, or UI/UX improvements, I’m here to help. I communicate clearly, deliver on time, and always aim to build long-term working relationships. Happy to support your project anytime! With Regards! Nikhil

@Rekhathakur

Hello, Greetings!! I have 8+ years of experience working as a full-stack web developer, where I have successfully developed and deployed various websites and web applications using the mentioned technologies. My expertise lies in designing and implementing scalable and efficient solutions, while ensuring a seamless user experience. I have a solid understanding from front-end technologies such as HTML, CSS, and JavaScript, react, Vue, Angularjs, Nextjs, to back-end technologies with PHP, Nodejs, Python/Django which enables me to create visually appealing, responsive interfaces with full functions. I am passionate about web development and learning new skills to improve myself. I have proficiency in MERN stack, Laravel, and PHP and strong understanding of front-end technologies such as HTML, CSS, and JavaScript and various JS framework with react, vue, angular. I have experience in developing and deploying web applications using best practice and have ability to collaborate effectively with cross-functional teams and deliver projects within deadlines. I am working with team members with strong problem-solving skills and adaptability to changing project requirements. Thank you for your time and consideration. With Regards, Rekha Thakur

@teodorgeorge

Hola JOSEOV8, He leído con atención tu proyecto para personalizar un CRM en Odoo para el negocio de seguros y estoy seguro de poder ayudarte a implementar un sistema que gestione desde clientes hasta todo el ciclo vital de las pólizas. Tengo experiencia configurando módulos de Odoo para ventas y servicios, incluyendo alertas automáticas, gestión de siniestros y reportes personalizados, lo que garantizara que todo funcione integrado y fluido en tu instancia. Puedo ayudarte a definir los reportes necesarios y asegurar que el sistema entregue alertas, gestiones y cálculo de comisiones acorde a tus necesidades. Luego de la configuración, haré una sesión para revisar a fondo que los procesos funcionen bien. Gracias,

@Apurva510

Hi, I hope you are doing well! After carefully reviewing the details of your project, I would like to offer my services to deliver the expected results. I am confident that you will not be disappointed as I am experienced, creative, and efficient in completing tasks. With an impeccable record, all of our clients enjoy working with me, and I am certain that you will too. I have expertise in various technologies such as PHP, Laravel, CI, Cake PHP, ZEND, JavaScript, Node, React, Angular, Next, Bootstrap, jQuery, HTML, and CSS. Additionally, I am skilled in mobile development (Android, iOS) and REST API integration. Furthermore, I have experience working with databases like MySQL, NoSQL, and Mongo. Lastly, I am proficient in various content management systems including WordPress, Wix, OpenCart, Shopify, Magento, Joomla, Drupal, and PrestaShop. With Regards! Apurva

@marcoc7

Hello Mate!Greetings , Good afternoon! I’ve carefully checked your requirements and really interested in this job. I’m full stack node.js developer working at large-scale apps as a lead developer with U.S. and European teams. I’m offering best quality and highest performance at lowest price. I can complete your project on time and your will experience great satisfaction with me. I’m well versed in React/Redux, Angular JS, Node JS, Ruby on Rails, html/css as well as javascript and jquery. I have rich experienced in Software Architecture, Python, Insurance, Project Management, Business Analysis, Odoo, CRM, ERP, Excel and PHP. For more information about me, please refer to my portfolios. I’m ready to discuss your project and start immediately. Looking forward to hearing you back and discussing all details.. For more details Chat with us

@eliza019

Hello there,, I've just checked your project detail carefully. I am eager to apply for the position of business plan writer for your technology-focused startup. With extensive experience in creating detailed and effective business plans, I am confident in my ability to help attract potential investors and provide a clear strategic direction for your business-to-business operations. With my expertise in financial research, business analysis, and market research, I am well-equipped to create a robust business plan that will attract potential investors and guide your operations effectively. My experience in the technology sector and working with business-to-business operations will enable me to tailor a plan that meets your specific needs. I specialize in creating business plans for technology-focused startups, particularly those targeting the business-to-business market. For your project, I will develop a detailed plan that covers all essential aspects, including market analysis, business strategy, financial projections, and operational guidelines. My goal is to provide a clear and compelling document that attracts potential investors and serves as a roadmap for your business operations. Best Regards

@jesica46

Hi there, I have an M.B.A in Business and Finance, and more than 10 years of experience as a business consultant, I have helped clients take off their businesses and reach new heights by optimizing the strategy, research, analyzing their market and competitive position, and creating a clear and compelling business plan to articulate their opportunity. I can surely assist you in writing a business plan. While working on this, I will ensure to provide extensively researched content, which will specifically include an Executive Summary, a Business Overview, an effective Operations Plan, Market analysis and Cost Analysis, Product and Services description, Sales and Marketing strategies, a Competitive Analysis, Management Team, Financial Plan and estimated Projections. My top priority will be helping you with a high-quality write-up for this business plan. As a professional business strategist, carrying a decade of experience in the writing industry, I will be crafting a perfect plan for you that helps you focus on both short-term and long-term goals, making sure your ideas succeed. I have had the pleasure of working on several similar projects with multiple clients over different freelancing platforms; I can deliver quality work to tight deadlines. You can see an example of one of those projects in my portfolio. Feel free to engage me by sending a single text. Regards,

@techsty2014

Hello there, I can customize your existing Odoo system to create a comprehensive CRM tailored for the insurance business. This includes client management, full lifecycle policy management, and incident tracking. I'll implement key features like automatic renewal alerts, integrated client notes, and a claims manager for real-time incident status. Additionally, I'll set up commission calculations based on industry standards. To meet your reporting needs, I will design customized reports for upcoming renewals, agent commissions, and open claims. We'll collaborate to define the necessary fields and filters to ensure they provide valuable insights. Questions: • Are there specific rules or variations in commission calculations that need to be considered? • Do you have a preferred format or structure for the transfer session documentation? I'm eager to ensure your CRM is fully operational, from configuration to end-to-end flow validation, with a seamless handover session. Thanks and best regards, Faizan

@mayankinnovative

Hello, Estamos emocionados de ayudarte a implementar un CRM orientado al negocio de seguros en Odoo. Nuestro objetivo es entregarte una solución personalizada que se adapte a tus necesidades y mejore la gestión de tus clientes y pólizas. *Alcance del Proyecto* - Configuración inicial de Odoo - Gestión de pólizas con fechas clave y alertas automáticas de renovación - Notas de cliente centralizadas y enlazadas a la ficha de contacto y al módulo de Ventas - Gestor de siniestros con seguimiento y cierre de incidentes - Cálculo y asignación de comisiones basado en las reglas habituales del ramo - Reportes personalizados para renovaciones próximas, comisiones por agente, siniestros abiertos, entre otros *Entregables* - Entorno configurado en tu instancia de Odoo - Documentación breve de los pasos de configuración - Sesión de traspaso para comprobar que los flujos mencionados funcionan de extremo a extremo *Experiencia y Habilidades* - Experiencia en implementación de Odoo CRM para empresas de seguros - Conocimientos en PHP, Python y Odoo - Habilidades en gestión de proyectos y análisis de negocios ¡Vamos a trabajar juntos para implementar un CRM de seguros que se adapte a tus necesidades!

@zeljkoi6

Hola, entiendo perfectamente tus necesidades para implementar un CRM en Odoo orientado a la gestión de seguros. Tengo experiencia reciente configurando sistemas similares, donde optimicé flujos de trabajo y garantice alertas automáticas para la gestión de pólizas. Implementaré funcionalidades como registros de pólizas, gestión de siniestros en tiempo real y reportes personalizados, lo que mejorará significativamente tu operación. Mi propuesta incluye la entrega del entorno listo, documentación clara y una sesión de capacitación para asegurar que todo funcione a la perfección.

@jepita200

Hello there,, I have reviewed your requirements and I'm confident that my experience and skills align perfectly with what you're looking for. I'm confident my skills are perfect for the job! As an accomplished AI expert with a strong proficiency in python programming and data processing, I feel confident that I can complete your project brilliantly within the given timeline. My 10+ years of professional experience have equipped me with in-depth knowledge and expertise in various fields of artificial intelligence, especially computer vision, machine learning, deep learning, and image processing -- all of which could greatly benefit your project. Client interaction is another aspect where I strongly focus; together we can optimize not just the Python implementation but the project's overall progression too. Having said that, let's discuss this further and embark on a project journey that exceeds your expectations! Best Regrads.....

@eduvid

Hola, saludos cordiales, en la actualidad cuento con más de 15 años de experiencia trabajando en proyectos similares utilizando ODOO, PYTHON, POSTGRESQL, soy la persona ideal para cumplir al 100% sus requerimientos, no dude en escribirme :)

@amadorjay

Hi, I hope you are doing well. I've read your proposal very carefully, and I am confident that I can help you achieve your goals. I understand that you need a CRM focused on the insurance business, emphasizing client management and encompassing the entire lifecycle of policies and their associated movements. I have hands-on experience in implementing Odoo CRM systems, particularly tailored for the insurance sector. My approach includes: - Setting up a comprehensive policy registration system with automated renewal alerts for both agents and clients. - Creating a centralized client notes space linked to contact records and the Sales module for seamless interaction tracking. - Developing a claims management system that enables you to open, track, and close incidents, ensuring real-time status updates. - Implementing commission calculations based on standard industry rules. Additionally, I can assist in structuring and implementing various custom reports, such as upcoming renewals, agent commissions, and open claims. I can start immediately and complete the work within a short timeline. Looking forward to your reply.

@hassaan7766

Hi JOSEOV8, I understand you need help with implementing a tailored CRM for your insurance business in Odoo, focusing on customer management and policy lifecycle management. I can provide solutions that streamline policy registration, automate renewal alerts, manage customer notes linked to sales modules, and facilitate claims management with real-time status updates. With over 5 years of experience in PHP, Python, Project Management, and Software Architecture, I have successfully executed similar projects, ensuring efficient CRM implementations that drive business growth. You can review my previous work here: https://www.freelancer.com/u/hassaan7766 I am ready to assist you in defining and structuring your custom reports while ensuring a seamless implementation that meets your needs. Looking forward to discussing this further! Thanks, Regards, [Your Name]

@rogelitoc

Hello, how are you? I've reviewed the description carefully and I am sure I can deliver this task on time because I have rich experience. I understand that you need a CRM tailored for the insurance business within your existing Odoo setup, focusing on client management and the full lifecycle of policies and their associated movements. I have hands-on experience in Odoo customization, CRM implementation, and insurance processes. Here is my approach as follows: - Set up policy registration with key dates and automatic renewal alerts for both agents and clients. - Create a centralized notes section linked to client profiles and the Sales module, ensuring every interaction is reflected in opportunities and quotes. - Develop a claims manager that allows you to open, track, and close incidents, linking them to policies and displaying real-time status updates. I am ready to start immediately and can deliver the results fast. I’ve worked on similar projects before, including a CRM for a healthcare provider that streamlined their client management processes effectively. I'd love to discuss in more detail. Best Regards.

@yogeshjoshi9

Hola, mi nombre es Yogesh y me encantaría ser quien lleve a cabo su proyecto de Odoo CRM personalizado para seguros. Con varios años de experiencia en desarrollo full-stack y una sólida especialización en Python y Odoo, puedo garantizar que tendrá un CRM hecho a medida para su negocio de seguros que cubrirá todas sus necesidades y más. Como experto en inteligencia artificial y aprendizaje automático, puedo ayudarlo a implementar funciones como alertas automáticas de renovación para agentes y clientes, gestión de siniestros, cálculo y asignación de comisiones basado en reglas específicas del ramo asegurador, entre otros. Además, tengo habilidades sólidas en manejo de datos e informes personalizados, lo que significa que puedo desarrollar fácilmente los reportes que necesita para tomar decisiones fundamentadas. Elegirme es optar por la excelencia, desde el diseño hasta la implementación final. Estoy comprometido con el valor a largo plazo para mis clientes. Si busca un solucionador de problemas innovador con una pasión ardiente por la tecnología y la eficiencia comercial como los demuestra mi experiencia previa en varios proyectos exitosos, no busque más. ¡Espero poder colaborar juntos pronto!

@muhammadu134

Hi, How should policy renewals be calculated and triggered — fixed-term renewals (e.g., annually on policy anniversary), pro-rata adjustments, or event-driven renewals (payments/endorsements), and do you need timezone-aware reminder schedules for agents vs. clients? Describe the commission rules in detail: flat % by product, tiered rates by volume or agent, overrides/splits for co-sales, chargebacks on cancellations — any exceptions we must model? For claims lifecycle and integrations, do you require attachments (photos, PDFs), SLA timers and automated escalation, and real-time accounting entries (reserves/expenses) or a staged posting workflow after claim closure? I will extend Odoo CRM with a custom policy model linked to partners and sales/orders, capturing key dates, premiums, endorsements, and policy states. Automated renewal reminders use scheduled actions + templated emails/SMS; agents and clients receive personalized alerts and in-UI flags on contact and opportunity records. A claims manager module will track incidents, statuses, attachments, SLA timers, and link to the originating policy and any related invoices or refunds. Commission engine and report suite (renewals, agent commissions, open claims) will be built with configurable filters and scheduled exports, plus concise documentation and a live handover session validating end-to-end flows. Let's have a chat to discuss further. Thanks

@KanzahAfaqAhmad

Hi JOSEOV8, I understand you require a robust CRM tailored for the insurance sector within your Odoo environment. My goal is to ensure seamless management of clients, policies, and all associated interactions. With over 7 years of experience, I specialize in PHP, Python, and Software Architecture, and I have extensive knowledge in CRM systems and business analysis. I can help you implement the following essential features: - Automated policy registration with key date reminders for agents and clients. - Centralized client notes linked to contacts and sales modules for complete visibility of interactions. - A claims manager for incident tracking that integrates with policies for real-time status updates. - Custom reporting to fulfill your specific needs regarding renewals, agent commissions, and open claims. I am ready to deliver a fully configured solution in your instance along with documentation and a knowledge transfer session to ensure all workflows operate smoothly. You can view my portfolio here: https://www.freelancer.com/u/KanzahAfaqAhmad Looking forward to collaborating with you. Thank you, Kanzah Afaq