Abbey USA – Odoo ERP for Insurance Brokerage Operations

“Simplifying Insurance, Amplifying Trust with Odoo Technology”

USA Case Study:

Abbey USA – Odoo ERP for International Brokerage Industry

Company Name: Abbey USA Inc.
Industry: International Insurance Brokerage
Country: United States (Miami, USA)
Odoo Modules Used: CRM, Sales, Website, Purchase, Inventory, Invoicing, Employees
Customized Modules: Insurance (Fully Customized), QuickBooks Connector, Stripe Payment Integration, Portal with ReCaptcha, Website Theme, Backend Theme

About the Abbey USA

Founded in 2000, Abbey USA Inc., headquartered in Miami, is the first U.S. office of Aktiv & Assekuransa Group — a globally recognized insurance brokerage with over 25 years of experience, operating across 9 countries and 3 continents. Abbey USA issues its own insurance certificates and manages claims independently up to $5,000, offering an efficient, direct, and delay-free process for its clients.

Challenges with their Legacy System

Abbey USA used a legacy system which lacked the necessary functionality to handle the complexity of its insurance operations. Their growing business demanded a robust system to manage:

A unified view of customers, insurers, beneficiaries, brokers, and surveyors.

Complex calculations for various types of bonds (FMC, FMCSA, Logistics Liabilities, General Liabilities).

Strict security and user-level access control for backend and portal users.

A seamless online experience with portal-based payments, forms with ReCaptcha, and website themes.

Integration with QuickBooks for accounting and Stripe (including ACH) for online payments.

Commodity-based policy coverage

Dynamic Cargo rates calculation

A full claim and policy renewal lifecycle.

Dynamic accounting reports

Installment based payments

Abbey USA approached Synconics

They approached Synconics Technologies with a need to centralize and digitize their insurance operations within Odoo, including policy calculations, claims, bonds, accounting reports, and dynamic portal access for external users.

Key Functional Requirements & Recommended by Synconics

On observing the challenges Abbey USA were facing with their legacy system and understanding the business process, Synconics recommended the following key functionalities for structuring the business process much easier for the end user experience.

One centralized Insurance menu to manage all entities and processes.
Policy management with dynamic calculations based on commodity, rate, and coverage conditions.
Installment-based policy payment management.
Backend claims processing with defined access control.
Portal access for users to purchase cargo policies directly.
Dynamic T&Cs, policy renewal workflows, and claim status tracking.
Custom reports like:
- Customer Service Monthly Production
- Insurer’s Production
- Unpaid Invoices (Customer & Supplier)
- A/R, Full Production, Management Analysis, and Dashboard Reports
Payment gateway integration using Stripe & Stripe Charges Module.
QuickBooks accounting connector.
Portal improvements for better user experience (multiple invoice payments, attachments, and ReCaptcha).
Website and backend UI customizations with themes and debranding.

Solution Provided by Synconics

As per Synconics recommendation, Abbey USA agreed and approved the implementations to fulfill their requirements functionality.

Insurance Operations

Designed a centralized Insurance menu for:
Customer, Insurer, Beneficiary, Broker, and Surveyor Management
Bonds & Policies Overview
Renewals, Claims, Reports, Configurations
Custom flows for different bond types with backend policy calculation logic.
Commodities with condition-based rate application for accurate coverage.

Customer & Vendor Handling

Summary views of invoices, statements, and payments.
Managed backend segregation for policy calculations and tagged contacts.
Supplier-level summary with expense
Payment Follow ups & tracking

Claims and Renewals

Full claim lifecycle with approval flows and automatic notifications.
Automated policy renewal process with email reminders
Schedulers

Portal Functionality

Customer portal for cargo policy creation and management.
Terms and conditions management for both new and existing users.
ReCaptcha integration for security.
Multi-invoice payment from the portal.
Attachment upload from portal users.
Role-based access control for parent and sub-customers.

Accounting and Payment Integration

Provided QuickBooks connector for streamlined accounting operations.
Stripe integration with ACH support and custom Stripe charge calculations.
Extensive custom accounting reports for real-time decision-making.

User Interface and Website

Implemented Uppercrust frontend and backend themes for a professional UI.
Website redesigned to allow new bond customer registration.
Improved usability across the portal

Results and Outcomes

With the custom Odoo ERP system implemented by Synconics, Abbey USA successfully transformed its operations:

Centralized insurance processing with complete visibility across stakeholders.
Simplified policy and claims lifecycle management.
Dynamic customer and accounting reports delivered instantly.
Enhanced user experience and security with portal-level features and ReCaptcha.
Stripe and QuickBooks integrations streamlined financial workflows.
Clean, professional customized Uppercrust backend and frontend themes elevated usability

They now manage everything — from policy issuance, payment, renewal, and claims to reporting and customer interactions — directly from Odoo ERP, with secure access control and powerful automation.

About Synconics Technologies

At Synconics, we specialize in crafting innovative ERP solutions tailored to unique business needs. As certified Odoo partners with over 14 years of experience, we serve global enterprises with cutting-edge implementations, module development, system migration, and robust support.

We ensure timely, cost-effective, and high-quality ERP services that scale with your business.