.svg){kind=small}
Simplifying Marine Insurance Management with Odoo
Code-OX Technologies developed a customized Odoo platform for Yachtsman, an Ireland-based marine insurance specialist serving yacht and boat owners across Ireland and Europe. The platform supports key insurance operations including new business quotations, policy management, and claims handling, providing a centralized system for managing the insurance lifecycle.
A Connected Platform for the Marine Insurance Lifecycle
Yachtsman operates in the specialized marine insurance market, providing insurance services for yachts and boats across Ireland and multiple European markets.
Code-OX customized Odoo to support the company's core insurance workflows, bringing new business enquiries, quotation processes, policy management, and claims operations into a structured digital platform.
The solution provides a centralized operational environment where insurance teams can manage customer and policy information while following consistent workflows across the insurance lifecycle.
The Yachtsman platform is built on Odoo with custom backend and frontend development using Python, XML, JavaScript, and PostgreSQL, hosted on Odoo.sh cloud infrastructure.
Our Project Challenges
Managing a Specialized Marine Insurance Workflow
Marine insurance involves specialized processes that do not always fit generic ERP workflows. Yachtsman needed a platform adapted to its quotation, policy, and claims operations.
Connecting New Business & Policy Operations
The business required a structured workflow to move from new insurance enquiries and quotations into policy management while keeping relevant customer and insurance information connected.
Streamlining Claims Management
Claims require consistent handling, information tracking, and communication throughout the process. The platform needed to provide a structured environment for managing insurance claims.
A Purpose-Built Odoo Platform for Marine Insurance
Streamlined Insurance Quotations
A structured quotation workflow helps insurance teams manage new business enquiries and move efficiently toward policy creation.
Centralized Policy Management
Customer and policy information is managed within a connected Odoo environment, providing teams with a centralized operational view.
Structured Claims Management
A dedicated workflow helps teams manage insurance claims in a structured way, improving visibility throughout the claims process.
Scalable European Operations
A centralized Odoo platform gives Yachtsman a scalable operational foundation for serving customers across Ireland and multiple European markets.
Code-OX helped us bring our core insurance operations into one connected platform. The customized Odoo solution gives our team a more structured way to manage quotations, policies, and claims while supporting our operations across multiple markets.
Yachtsman Management Team
Yachtsman
A Connected Digital Foundation for Marine Insurance
Code-OX transformed Odoo into a tailored insurance management platform aligned with Yachtsman's marine insurance operations. By connecting quotation, policy, and claims workflows within one system, the solution provides a more structured operational environment and a scalable foundation for serving customers across European markets.
