From client ask
to carrier submission.
A client asks for a change. We figure out what's needed, collect it, fill the right carrier form, and hand you a finished packet to review.
You approve. Casewave submits, tracks, and logs it. Nothing sits in your inbox waiting on you to remember it.
THE LIFECYCLE
How a request moves
The same five steps, every time, whether it's a beneficiary change or a bank update.
- 01
Client asks
The request comes in through the client portal, or you start it yourself from their profile.
- 02
We collect
We identify the request type and gather what the carrier will need, such as names, relationships, dates, and allocations, before anything gets filled out.
- 03
Form gets built
The correct form for that carrier and that request type is pre-filled from the client record. No hunting through carrier sites for the current version.
- 04
You review and sign
The completed packet comes to you for approval and e-signature. This is the only step that needs you.
- 05
Submitted and logged
Casewave submits to the carrier and keeps the full thread on the client's record, including every message, document, and status change.
BEFORE AND AFTER
The same request, two ways
A beneficiary change, start to finish.
ON YOUR OWN
ON CASEWAVE
ON YOUR OWN
Client calls or texts you, usually mid-appointmentON CASEWAVE
Client submits the request from their portalON YOUR OWN
You look up which form this carrier wantsON CASEWAVE
The right form is already on fileON YOUR OWN
You call back to collect the details you forgot to ask forON CASEWAVE
We collect everything up frontON YOUR OWN
You fill the PDF by hand from the client recordON CASEWAVE
The form arrives pre-filledON YOUR OWN
You chase a signatureON CASEWAVE
You review and e-sign in one placeON YOUR OWN
You try to remember whether it ever went throughON CASEWAVE
The thread stays on the client recordUNDER THE HOOD
Built for the work
Three things that decide whether a request moves on its own or sits waiting on you.
REQUESTS
Every request is its own thread
Open requests don't live in your inbox or your head. Each one is a container with its own status, documents, and conversation, so you can see what's waiting on you, what's waiting on the client, and what's already done.
- Status at a glance across your whole book
- Client conversation attached to the request, not scattered
- Completed requests stay searchable on the client record
CARRIER FORMS
The right form, already on file
During onboarding you pick the carriers you write through. Casewave pre-loads their servicing documents and client portal links into your account, so the correct form for the request is there when you need it.
- Works with most major life carriers
- Servicing documents and portal links pre-loaded at onboarding
- Forms pre-filled from the client record
E-SIGNATURE
E-signature, built in
Signatures run through BoldSign, Casewave's e-signature provider, so there is no account to connect. Executed documents stay in BoldSign; Casewave keeps a reference and a status.
- No e-signature account to connect
- Signature requests go out from Casewave
- Executed documents stay attached to the request
QUESTIONS
Common questions
What agents ask before they hand over their book.
Do I need my own e-signature account?
No. Signatures run through BoldSign, Casewave's e-signature provider, so there is nothing to connect.
Which carriers does Casewave support?
Most major life carriers, including Mutual of Omaha, Prudential, Transamerica, Nationwide, and Banner Life. During onboarding you select the carriers you typically write through, and Casewave pre-loads their servicing documents and client portal links into your account.
How do I get my book into Casewave?
Import it from a CSV or an export from your current system. Casewave builds your full book of business from the file, with no manual entry.
What happens when a request needs a human?
It comes to you. We handle collection, form preparation, and submission, and route anything that needs your judgment or your signature to your queue.
What do my clients have to do?
Download the Casewave app and sign in with the invite you send them. From there they can submit requests, reach their policy, and book time with you.
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