Less time
servicing.
More time
selling.
Replace manual servicing with fully automated workflows.
Offer clients a servicing portal through Casewave so we can service them while you keep producing.
SERVICING AUTOMATED · 90 DAYS
COMPANIES COMPATIBLE WITH CASEWAVE INCLUDE
WHAT CASEWAVE DOES
How Casewave Works
The unglamorous servicing work that decides whether you spend today selling or catching up.
Upload your book of business
Import your existing clients and policies from a CSV or your AMS export. Casewave builds your full book in minutes, no manual entry required.
Offer policy holders our servicing portal
Give clients a branded portal where they can submit requests, check policy details, and message their agent directly, no phone calls required.
Let Casewave Handle Servicing Request Forever
Every beneficiary change, payment update, and address change gets tracked, automated, and logged for good. You only step in when Margo needs you.
Synced live, no phone tag
12 automations completed today
14 hrs
saved per agent, per week
3.2k
policies serviced per agent
0
requests dropped since switching
24/7
Margo coverage on your book
START SELLING MORE
Give servicing back to Margo.
No setup fees · onboard your book in a week