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.
Casey does the parts that don't need a license: collecting details, filling forms, tracking what's due. She brings you the rest.
YOUR MORNING
She starts before you do
What's waiting when you open Casewave.
CASEY · DAILY BRIEF
Good morning, Alex. You have 16 active cases in your pipeline and 13 in-force clients in your book. 5 service requests need your attention, including Maria, Robert, and James.
Ethan Brooks has been in Intake Invited for 15 days, worth a nudge. Raymond Foster's birthday is in 3 days and James Sullivan's policy anniversary is in 3 days, and both are natural reasons to reach out.
Your pipeline is at solid pace this month with 9 new. Based on your book of 13, I'd suggest reaching out to 1 new prospect today to keep things healthy.
Daily and monthly. On your dashboard and in your notifications.
THE WORK
What Casey handles
The unglamorous middle of every task, the part between a client asking and you signing.
YOUR BOOK
She reads the file you actually have
Upload your book however it's currently organized. Casey maps your columns to the right fields, builds the book, and when you re-upload later she compares 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
She asks your clients the questions you'd forget
When a request comes in, Casey works out what that carrier needs for that request type and gets 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 she gathered
WHAT'S DUE
She keeps the calendar you don't
Anniversaries, renewals, prospects going cold, birthdays. Casey raises 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 Casey stops
The limits are the point.
She never asks for sensitive information
Casey doesn't collect social security numbers, bank account details, or driver's license numbers. When a form needs them, they're collected through DocuSign, not in a chat.
Nothing goes to a carrier without you
Casey prepares the packet. You review it and sign it. The submission happens after your approval, not before it.
You can see everything she said
Every message between Casey 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.
Does Casey talk to my clients directly?
Yes. When a client has an open request, Casey messages them in the app to collect what the carrier needs. Every message stays on the request thread where you can read it.
Will Casey ask my clients for their social security number?
No. Casey doesn't collect social security numbers, bank account details, or driver's license numbers. When a form requires them, they are collected through DocuSign instead.
Can Casey submit something without me?
No. Casey prepares the request and brings it to you for review and signature. Submission happens after you approve it.
What if Casey 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 use Casey?
No. You can run any request yourself from your own account. Casey handles the collection and preparation when you want her to.