Built for real operating models
Every insurance operation needs clear process ownership, connected data, and reliable reporting. NTS starts from this structure so your team does not begin from a blank slate.
Policy & Claims Operations
For underwriting, client servicing, and claims teams managing policy lifecycle, premium collection, claims intake, and vendor coordination.
Policy issuance Claims handlingClient servicingFinancial & Compliance Control
For finance directors, actuaries, and compliance officers managing premium accounting, reserving, regulatory reporting, and executive performance dashboards.
Premium accounting Claims reservesRegulatory CompliancePolicy & Claims Operations Workflow
A complete flow for intake, planning, execution, tracking, and operational improvement.
Lead & Client Acquisition
Capture insurance inquiries, qualify coverage needs, manage broker referrals, and track prospects through a CRM pipeline from first inquiry to policy acceptance and issuance.
Policy Underwriting & Issuance
Collect client risk information, apply underwriting parameters, generate policy documents, issue coverage certificates, and set automated renewal reminders well ahead of expiry dates.
Premium Collection & Schedule Management
Manage premium payment schedules by installment or annual cycle. Send automated reminders, record partial and full payments, and flag overdue premiums for follow-up before policy lapse.
Claims Intake & Assessment Workflow
Register new claims with supporting documents, assign assessors or surveyors, track claim stages from intake through investigation, reserve setting, approval, and final settlement payment.
Approved Vendor & Service Provider Control
Manage approved repair shops, medical providers, assessors, and legal firms. Issue purchase orders, track service delivery, control repair cost authorization, and reconcile vendor invoices against claims.
Renewal, Endorsement & Client Retention
Automate renewal notices at configurable lead times, manage mid-term endorsements, handle policy cancellations, and identify cross-sell and upsell opportunities within the existing client base.
Financial & Compliance Control Workflow
A management flow for customer intake, delivery tracking, approvals, billing, accounting, and decisions.
Premium Accounting & Revenue Recognition
Record gross written premiums per policy, apply earned vs. unearned revenue recognition rules, track ceded reinsurance amounts, and reconcile all financial entries with policy management data.
Claims Reserves & Liability Control
Maintain IBNR (Incurred But Not Reported) and outstanding claims reserves per line of business. Track actual settlements against reserved amounts and generate loss ratio analysis by product.
Reinsurance Accounting & Recovery
Manage reinsurance treaties and facultative placements. Record cessions, track recovery receivables, generate statements of account for reinsurers, and reconcile cash recoveries.
Compliance, Solvency & Regulatory Reporting
Produce regulatory submissions, solvency margin reports, portfolio exposure summaries, and audit-ready documentation for insurance authority inspection and internal compliance review.
Expense Allocation & Combined Ratio Tracking
Allocate underwriting and operating expenses by line of business, product class, and branch. Track loss ratio, expense ratio, and combined ratio performance against targets.
Executive Performance Dashboard
Deliver live KPIs covering gross written premium, net earned premium, loss ratio, expense ratio, claims frequency by line, and net profit contribution — all without manual spreadsheet assembly.
What every implementation gets from day one
CRM
Customers, opportunities, requests, and follow-up
Projects
Tasks, milestones, responsibility, and delivery
Operations
Approvals, documents, services, and daily workflows
Inventory
Stock, purchasing, warehouses, and usage tracking
Accounting
Invoices, AR/AP, taxes, and financial visibility
Helpdesk
Tickets, SLAs, assignments, and customer service
Dashboards
KPIs, trend reporting, and management control
Mobile Access
Field teams, approvals, and updates on the move
Access Control
Roles, permissions, audit logs, and compliance
Arabic UI
Arabic/English operation with RTL readiness
Why Insurance companies in Egypt and KSA choose NTS
Odoo is the platform. NTS is the team that makes it work for your operations.
EG / KSA Presence
Regional implementation and support across Egypt and Saudi Arabia.
Odoo Expertise
Certified implementation experience across CRM, operations, finance, and reporting.
Compliance Ready
ETA and ZATCA-ready workflows where required.
Predictable Delivery
Defined scope, timeline, and go-live ownership.
Real results from real businesses
NTS transformed our business with mobile apps and Odoo ERP. Their attention to detail sets them apart.
Yassa NagyPMO Manager / Egypro FME
NTS delivered a game-changing mobile app and provided exceptional support throughout implementation.
Osama AbbasOperations Manager / E Power
Odoo ERP by NTS streamlined our operations. Their expertise makes them our go-to development partner.
Moamen SaboorIT Manager / ECS Energy
Looking for a similar solution for your business?
Let NTS help you build a more connected insurance operation through ERP, mobile, and digital experience solutions tailored to your industry.
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