Casewave

Casewave is the easiest way to take care of your life insurance — right from your phone. When your agent uses Casewave, the paperwork that used to mean printed forms, mailed documents, and weeks of waiting becomes a few guided steps you can finish in minutes. WHAT YOU CAN DO • Update your beneficiaries without printing a single form • Complete service requests your agent sends you, step by step • Set up or change direct deposit for your policy • Take care of your annual review on your own schedule • See exactly what needs your attention — and what's already done GUIDED EVERY STEP OF THE WAY Every task walks you through exactly what's needed, one step at a time. Casey, the built-in assistant, keeps things moving and makes sure nothing falls through the cracks — so requests get done right the first time. STAY IN THE LOOP No more wondering whether your request went through. Casewave shows you where every task stands, from the moment you start it to the moment it's complete. YOUR INFORMATION, HANDLED WITH CARE Life insurance involves sensitive information, and Casewave is built accordingly. The most sensitive details — like bank account numbers and government IDs — are handled through trusted, secure systems of record rather than stored on our platform. CONNECTED TO YOUR AGENT Casewave keeps you and your agent on the same page. When a task needs their attention, they see it right away; when one needs yours, it's waiting in the app. To use Casewave, your life insurance agent must have a Casewave account and invite you to the platform. Casewave Portal Terms: https://casewave.life/portal-terms