Know what needs action
Keep underwriting cases, customer requests, and next steps visible instead of scattered across emails and notes.
Built for insurance agencies
Bring all of underwriting into one operational system.
Caseharbor helps agencies centralize pending underwriting, standardize follow-up, and create visibility across work that usually gets scattered across emails, notes, reminders, and memory.
Clear follow-up
Documents organized
Built for agency teams
Centralized underwriting
One workspace for pending requirements, case status, and customer follow-up.
Cleaner team handoffs
Everyone can see what is waiting, what changed, and what needs attention next.
Documents connected
Plus brings CaseCapture and Documents into the same operating rhythm.
Less noise. More control.
Caseharbor gives agencies a calmer way to see underwriting work, follow-up, and documents in one place.
Pending requirement
Customer file
Today
Needs action
Carrier follow-up
Policy review
Tomorrow
On track
Document request
CaseCapture
2 days
Waiting
Keep documents attached
Plus adds CaseCapture and Documents so intake and file collection feel connected to the work.
Simple plans for insurance agencies.
Choose the workspace level that fits your agency today. You can start online and go straight into setup.
Caseharbor
The core workspace to organize underwriting work, customer follow-up, and agency accountability.
$99/month
$947/year
- UW case tracking
- Customer and policy workspace
- Team roles and activity visibility
Caseharbor Plus
Most complete Everything in Caseharbor, plus stronger document collection and case intake tools.
$149/month
$1,425/year
- Everything in Caseharbor
- CaseCapture included
- Documents included
- Free trial available
Start with a workspace your team can actually use.
Choose a plan, create the agency account, and continue directly into Caseharbor after checkout.