Location/Region: Córdoba, ARG
Industry: Insurance brokerage services
Apps implemented: CRM, Email Marketing, Studio, Employee, Time-Off
Software
Replaced: Excel spreadsheets and Google Drive
Size of the company: <40
Hosting type: Odoo Online
Grupo PAS, an insurance organizer based in Córdoba (Argentina), found in Odoo a way to structure and centralize its operations in a highly relationship-driven business. In this case, we explore how the company moved from managing scattered information to building an integrated system that improves client tracking, internal coordination, and the organization of daily work.
About the Company
Grupo PAS is an insurance broker organizer that acts as an intermediary between insurance companies and insurance producers. Its main role is to support these producers throughout the entire operational process, providing administrative and commercial assistance in an environment where relationships are key.
With more than 40 years of experience, the company has evolved from the background of its president, Raúl Fraire, who started as an insurance producer before developing the current organizational model. Today, the group has approximately 38 team members and works with more than 1,000 producers.
One of its main differentiators is Polko, a digital tool that serves as a multi-quote platform and is currently connected to nine insurance companies.
"Polko is the digital ally of the insurance producer, an agile and fast tool that supports the entire process from a different perspective."
How Grupo PAS Managed Producers and Clients Before Odoo?
Before implementing Odoo, Grupo PAS’s operations relied on basic tools and manual processes. Client and producer management (a critical aspect of the business) was primarily handled through Excel spreadsheets, Google Drive documents, and email.
As the company grew, this approach began to create friction. Information was fragmented, often dependent on individual knowledge, and difficult to scale. The lack of a centralized tool also affected internal communication, forcing teams to constantly consult one another to access key information.
“The main problem was client management. This is a relationship-based business, and as we scaled to more than 1,000 producers, that work became increasingly complex.”
An Integrated Operation with Odoo
The Odoo approach began in 2023, when the company was evaluating a CRM implementation. The internal development team identified the potential of an open-source solution that could be adapted to their specific needs. After attending an event and exploring the tool in depth, Grupo PAS decided to move forward with the implementation, led internally.
How does Grupo PAS use Odoo in its daily operations?
One of the main advances was the adoption of centralized contact management via CRM. Today, all information about producers and clients is available in one place, including history, commercial notes, and specific requirements. This allows for more precise and structured follow-up.
In the marketing area, they use email marketing integrated with Odoo, connected to their mailing systems. This facilitates campaign execution and communication management with producers from a single platform, improving consistency and traceability of actions.
Another key point is automated lead management with Odoo. Through forms linked to their website (Polko), each new contact automatically generates a record in a customized module. From there, the sales team manages the process through kanban-style boards. This workflow reflects common needs such as “CRM integrated with forms and lead management in Odoo.”
Grupo PAS has also developed multiple custom modules on top of Odoo, leveraging its flexibility. These include protocols, occupational risk insurance (ART), code tracking, and internal tools adapted to their operations. This enables them to build a system aligned with their service-based business model, where processes are not linear as in traditional manufacturing.
In human resources, they use applications such as Attendance and Time Off in Odoo to facilitate internal team management.
One of the greatest benefits has been improved coordination between teams. Shared information reduces reliance on internal inquiries and enables each department to access the data it needs directly.
"Today, teams know that before asking someone, they will check the record. That greatly improved the relationship between departments."
Additionally, the time impact is tangible: tasks that previously required multiple interactions are now resolved directly in the system, freeing up between one and two hours per day per resource in key areas such as sales and production.
Next Steps for Grupo PAS with Odoo
From a business perspective, Grupo PAS is strongly committed to its Polko system and plans sustained expansion in Argentina, incorporating more producers and insurance companies. They will also continue evolving the platform, focusing on improving the user experience.
"We want it to be the tool that producers use every day, from the moment they start to the moment they finish their workday. We are convinced that Odoo has to be our largest source of information. Every team should consult it for everything they need."
Regarding Odoo, the company aims for all departments to operate within the system, with structures that are adapted yet integrated with one another.
They are also advancing in adopting new features, including artificial intelligence capabilities available in more recent versions.
Looking to centralize client management, improve internal coordination, and adapt your system to your business model? Contact Odoo and discover how a flexible platform can support your company’s growth.
