We partnered with a South Africa–based Life Settlement Agency that was previously managing their end-to-end application and approval workflow entirely on paper. The manual process required physical signatures from multiple stakeholders, leading to inefficiencies, delays, and difficulty in tracking progress.

To modernize their operations, we built a custom web application using the Bubble no-code platform—transforming their paper-based workflow into a fully digital system.

Key Highlights:

· End-to-End Digitization: Replaced paper forms with dynamic data entry screens tailored to their unique business flow.

· Approval-Based Workflow: Implemented a step-by-step approval process, enabling stakeholders to review and sign off digitally, improving turnaround time and accountability.

· Role-Based Access: Ensured that each stakeholder—agents, underwriters, managers—had access to only the relevant parts of the system.

· Audit Trail & Tracking: Added tracking and logging capabilities for better oversight and compliance.

· User-Friendly Interface: Designed with simplicity and clarity to ensure smooth onboarding and adoption by non-technical users.

This digital transformation has significantly improved efficiency, reduced errors, and enabled the agency to manage life settlement cases with greater transparency and speed.