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Servicing
Solved.

Previously, only the top 5% of producers could afford an administrator.
Now the other 95% can too.

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Companies compatible with Casewave include

American NationalSymetraNorth AmericanEthosAmeritasTruStageBanner LifeMutual of OmahaPrudentialCorebridgeAuguStarAmerican EquityF&GTransamericaNationwideAtheneAllianzAmerican AmicableAmerican Benefit LifeAmerican Income LifeAmericoAssurityBaltimore LifeBankers FidelityBestowCapitol LifeCincinnati LifeColonial PennColumbianELCO MutualEquitableFamily Benefit LifeFamily HeritageFidelity LifeForestersGBU FinancialGerber LifeGlobe LifeGrange LifeGreat WesternGuarantee Trust LifeGuardianIA AmericanJohn HancockKansas City LifeLanternLiberty BankersLiberty NationalLSWLincoln FinancialLincoln HeritageManhattanLifeMassMutualMidland NationalNational Income LifeNational Life GroupNational WesternNew EraNew York LifeNorthwestern MutualOccidental LifeOld AmericanPacific LifePenn MutualPhiladelphia AmericanPioneer AmericanPioneer SecurityPrincipalProsperity LifeProtectiveRoyal Neighbors of AmericaS.USA LifeSBLISecurianSecurity NationalSenior LifeSentinel SecurityShenandoah LifeTrinity LifeUnited AmericanUnited Home LifeWilliam PennWoodmenLifeAccendo

Casewave is not endorsed by or affiliated with these companies.

New business & Pre-Issue Servicing

You focus on selling, we'll handle paperwork

Real, trained, human admins working in the background. Requirements, follow-ups, and underwriting status live in one place, and we do the chasing.

  • Applications filled out for you
  • Underwriting calls and follow-ups handled
  • Client requirements gathered before they stall a case

Your book

Your whole book, serviced

Beneficiary changes, address updates, payment changes, and policy questions get handled for every client on your book, not just the newest ones.

  • Servicing requests worked end to end
  • Clients get answers without waiting on you
  • You stay in the loop without doing the paperwork

Existing clients & post-issue servicing

From “I need to change my beneficiary” to done.

  1. 01

    Dana asksClient

    She opens her portal and asks to add her daughter as a beneficiary. No phone tag, no voicemail.

  2. 02

    We prepare the formCasewave

  3. 03

    You approveYou

  4. 04

    Dana signsClient

  5. 05

    We submit to AmeritasCasewave

  6. 06

    ResolvedCasewave

DW
Dana WhitfieldBeneficiary change · Ameritas · Policy ••1902
Collecting details
Hi! I'd like to add my daughter as a beneficiary.
1 / 6

What Casewave does

One place for your existing book, pipeline of leads, and current applicants.

Bring your whole book

Import clients and policies from a CSV or your AMS export. Casewave builds your book in minutes, no retyping.

A portal your clients will use

Clients submit requests, check policy details and message you, on their phone, any hour.

A pipeline that moves itself

When a prospect finishes intake, their card advances on its own, with our note on what came in.

We never ask for the sensitive numbers

Social Security numbers, bank details and driver's license numbers are entered in BoldSign, never collected in conversation. Signed documents stay in BoldSign; Casewave keeps a reference and a status.

Every step on the record

Each request keeps a full trail: who did what, when, and on which form.

Do the math on your own book

What is admincosting you?

Tell us how many clients you have and how many new applications you write in a month. We'll show you how much of your year goes to the paperwork behind them.

920hours

of admin work per year that could come off your plate

23Weeks

at 40 hours per week

See it on your book

While you sleep

You log off at six.We don’t.

You log off

9:48 PM

Hannah Brooks asked to update her address from her phone. We collected the new one and filled the form.

11:12 PM

Marcus Reyes signed his beneficiary change. We queued it for carrier submission.

1:30 AM

Grace Okafor still owes a date of birth. We scheduled a friendly reminder for 10 AM.

5:55 AM

Ameritas posted a confirmation for Lena Fischer. We closed the request and let her know.

You wake up to one thing that needs you

Questions agents ask us

Fair questions.

No. We handle the routine steps, and anything that needs a licensed agent, like reviewing a form before it goes out, waits for your approval. You can step into any conversation at any time.