June 20, 2023
ERP solutions
10+ years in ERP services
50+ completed projects of different scales across various industries
Hands-on expertise in delivering custom, platform-based, and hybrid ERP solutions
An Odoo Silver Partner
Itransition developed a highly configurable, microservice-based, and pay-per-use SaaS solution with an open API for insurance companies to manage claims and policies lifecycles, quickly introduce new insurance offerings and enhance customer experience.
Itransition enhanced a custom insurance workflows management system by implementing advanced automation features, including calculations, reporting, and customization to help users optimize existing workflows and business processes.
An insurance ERP system is an integrated solution. Itransition’s team defines the number and types of functional modules depending on the company’s business specifics and goals.
Itransition can connect ERP software with other corporate applications to increase the value of your ERP system. Integrations will help to facilitate seamless data flow across business departments, achieve data consistency, and automate business processes.
We combine all customer-related data collected and stored within the CRM software with the operational data from ERP:
We enable secure two-way communication and smooth collaboration between departments, employees, and policyholders:
We unify all financial transactions into a central hub and gain end-to-end visibility into all financial processes:
We ensure your customers get quick access to their accounts to learn relevant information on current products and services:
We help employees get a consolidated view of the overall performance of the organization:
Analysis
Business needs analysis
System analysis
Requirements
Requirements elaboration
ERP conceptualization
ERP solution conceptualization and tech stack selection
Planning
Project planning, including project scope, budget, timeframes, and deliverables
Development
ERP solution development, customization, configuration and quality assurance
Integration
ERP platform integration into the existing tech environment
Data migration
Data transfer to the new system
User training
User training to streamline ERP adoption
Deployment
Deployment of the final product
Support
After-launch support and optimization
This is the scope of our advisory services for insurance companies that want to implement or optimize the existing ERP solution: