The 24/7 administrative assistant you always needed.
A licensed admin runs $53,000 a year, which is why most agents don't have one and do the servicing themselves at night.
Real, trained, human admins working in the background, on software built for the job. We do the parts that don't need a license: collecting details, filling forms, tracking what's due. We bring you the rest.
THE WORK
What we handle
The unglamorous middle of every task, the part between a client asking and you signing.
YOUR BOOK
We read the file you actually have
Upload your book however it's currently organized. We map your columns to the right fields, build the book, and when you re-upload later we compare it against what's there and updates only what changed.
- Maps messy exports without a template
- Detects what changed on re-upload instead of duplicating
- Keeps carriers, policy numbers, and dates where they belong
CLIENT REQUESTS
We ask your clients the questions you'd forget
When a request comes in, we work out what that carrier needs for that request type and get it from the client directly, asking for names, relationships, dates, and allocations, so the form is complete the first time instead of after two callbacks.
- Identifies the request type and what it requires
- Collects details from the client in the app
- Pre-fills the carrier form from what we gathered
WHAT'S DUE
We keep the calendar you don't
Anniversaries, renewals, prospects going cold, birthdays. We raise them in your daily and monthly tasks so a reason to call a client isn't something you notice a week late.
- Anniversaries and renewals before they pass
- Prospects sitting too long in one stage
- Birthdays and other natural reasons to reach out
THE BOUNDARY
Where we stop
The limits are the point.
We never ask for sensitive information
We don't collect social security numbers, bank account details, or driver's license numbers. When a form needs them, they're collected through BoldSign, not in a chat.
Nothing goes to a carrier without you
We prepare the packet. You review it and sign it. The submission happens after your approval, not before it.
You can see everything we said
Every message between us and your client stays on the request thread. Nothing happens in a conversation you can't read.
QUESTIONS
Common questions
What agents ask about letting an assistant near their book.
Do you talk to my clients directly?
Yes. When a client has an open request, we message them in the app to collect what the carrier needs. Every message stays on the request thread where you can read it.
Will you ask my clients for their social security number?
No. We don't collect social security numbers, bank account details, or driver's license numbers. When a form requires them, they are collected through BoldSign instead.
Can Casewave submit something without me?
No. We prepare the request and bring it to you for review and signature. Submission happens after you approve it.
What if Casewave gets something wrong?
You see the completed packet before anything is signed or submitted, and the full conversation is on the request. Corrections happen before it leaves your desk.
Do I have to hand every request to Casewave?
No. You can run any request yourself from your own account. We handle the collection and preparation when you want us to.
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