| Phase | Timeline | Key Deliverables | |-------|----------|------------------| | 1 – Foundation | Months 1–3 | Mediator registration, profile pages, basic case manager. | | 2 – Matching & Payments | Months 4–6 | AI matching, integrated escrow/payment gateway. | | 3 – Enterprise Gateway | Months 7–9 | API for insurers/corporates, compliance module. | | 4 – Scale & AI | Months 10–12 | Predictive case outcomes, multilingual support (ES/PT/EN). |
Access to ongoing professional training and product updates.
Automated tools like the "speedy quote-and-buy system" have led to record levels of broker engagement by simplifying complex administrative tasks. ocaso mediadores portal
OMP-CP-2025-01 Date: April 14, 2026 Prepared for: Stakeholders, Investors, Strategic Partners
Ocaso has tailored its portal to support business growth and improve the broker-client relationship: | Phase | Timeline | Key Deliverables |
Consult, modify, or renew existing customer policies directly.
The Business Development team often provides initial training to ensure mediators can maximize the portal's features. Login - Portal del Mediador - Ocaso | | 4 – Scale & AI |
Automates binding processes, saving time on data entry.
