Insurance Brokerage

Insurance Brokerage ERP Software in Saudi Arabia — SERP on Odoo

For insurance brokers and agents: insurer quotes, policies, renewals and commissions.

Challenges it solves

• Missed renewals
• Reconciling commissions with insurers

Key features

• Multi-insurer quote requests
• Policy register
• Renewal alerts
• Commission receivables
• Claims on behalf of clients

The full business cycle in SERP

1. Client need
2. Request quotes
3. Compare and select
4. Issue policy
5. Collect commission
6. Renew

Dashboards & KPIs

• Renewal rate
• Commission by insurer
• Active policies

Saudi compliance & integrations

• ZATCA Phase 2 e-invoicing included at no extra fee
• SAMA requirements
• IFRS 9 and IFRS 17 reporting
• SIMAH credit bureau
• SADAD and banks
• Nafath and e-signature
• Hosted in Saudi Arabia, aligned with the PDPL

Frequently asked questions

Is SERP Insurance Brokerage ready for ZATCA e-invoicing?

Yes. ZATCA Phase 2 (Fatoora) integration is part of every SERP activity at no extra fee.

How long does it take to go live?

A typical Insurance Brokerage rollout takes 4–6 weeks, starting from a ready template database with sector workflows, reports and demo data.

Can it be adapted to my company?

Sector configuration listed in the plan is included. Integrations come from the SERP catalogue, and company-specific code changes are quoted as a separate services project.

Where is my data hosted?

On managed cloud infrastructure inside the Kingdom, with daily backups, a test environment and annual Odoo upgrades.

Request a free 15-day trial and go live with the Noptechs team.