For years, including throughout the pandemic, insurance brokers at Humano Seguros were managing product movement requests entirely by hand. When digital tools were used at all, it meant sending emails with no traceability, no status tracking, and no clear ownership. Advisors had no way to monitor where a request stood or what action was needed next. The result was slow response times, operational bottlenecks, and frustrated brokers.
The client needed a solution that would give their intermediaries autonomy, visibility, and control, built directly into their existing web and app platforms.