Servicing
Solved.
Replace manual servicing with fully automated workflows.
Offer clients a servicing portal through Casewave so we can service them while you keep producing.
COMPANIES COMPATIBLE WITH CASEWAVE INCLUDE
Casewave is not endorsed by or affiliated with these companies.
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 from here
Beneficiary changes, payment updates, and address changes get tracked, automated, and logged. You only step in when Casey needs you.
35+
servicing issues automated end to end
24/7
client access to their policy and requests
0
paperwork you touch until Casey asks
$53k/yr
average pay for the assistant doing this work*
* Mean annual wage for insurance claims and policy processing clerks (SOC 43-9041) was $52,920 as of May 2025. U.S. Bureau of Labor Statistics, Occupational Employment and Wage Statistics. Wages vary by role and location, and exclude payroll taxes and benefits. Casewave does not guarantee any cost savings.