For clients

Your agent sends your invitation

Casewave accounts for policyholders are created by your insurance agent — that's how we know your account belongs to you.

What happens next

1. Ask your agent to invite you
Any licensed agent using Casewave can send you an invitation from their dashboard in a few seconds.
2. Watch for the email
It arrives from Casewave and contains a private link that is unique to you. Check spam if you don’t see it.
3. Confirm it’s really you
The link asks you to verify your date of birth before anything is shown, so a forwarded email can’t expose your information.

Already have an invitation link? Open it from your email to continue.