Stop doing manual math. Use the side widget to input basic client data (age, vehicle model, or property value) and get an instant premium quote. You can send the quote link directly to the client via SMS from the portal.
A: We perform maintenance every Sunday from 2:00 AM to 4:00 AM (local time). If you see this message outside those hours, clear your browser cache or try "Incognito Mode."
In the fast-paced world of insurance and finance, time is your most valuable asset. At Ocaso, we know that our collaborators (agents, brokers, and partners) need instant access to real-time information. ocaso portal colaboradores
Are you only using the portal to print certificates? You are missing out. Here are three features that top collaborators use to save 5+ hours a week:
A: Yes. Look for the "Profile Switcher" icon (two overlapping circles) in the top right corner. You can link up to 3 different collaborator codes to the same user account. Stop doing manual math
Transparency is key. Navigate to Reports > Commission Status to see exactly which policies have paid out and which are pending. Export this data to Excel for your personal accounting.
Instead of emailing PDFs back and forth, upload client documents once. The portal uses OCR (Optical Character Recognition) to auto-fill application forms. No more double data entry. A: We perform maintenance every Sunday from 2:00
The was designed with one goal in mind: to make your daily operations seamless. Whether you are issuing a new policy, checking the status of a claim, or downloading client documentation, the portal puts the power of the office right into your hands.