Underwriting
Track requirements, carrier requests, due dates, assignments, and unresolved follow-up.
Built for insurance agencies
Run every follow-up workflow behind the policy.
Caseharbor gives insurance agencies one operating workspace to track what is pending, who owns it, what changed, and what needs to happen next across customers, policies, documents, and outreach.
Visible ownership
Trackable activity
Compliance trace
Connected outreach
Follow-up becomes visible
Turn scattered work into clear owners, statuses, due dates, and next steps.
Work follows the policy
Keep customers, documents, messages, and operational history connected.
Teams stay accountable
See who owns each workflow and what changed without chasing updates.
One place for the work that keeps policies alive.
Renewals
Keep upcoming renewals moving with status, contact attempts, notes, and customer context.
Cancellations
Organize at-risk policies, cancellation follow-up, outcomes, imports, and rescue work.
Opportunities
Surface sales or retention opportunities from real agency activity, not disconnected lists.
Documents
Keep documents connected to the customer, policy, and operational work they support.
Message delivery
Coordinate customer outreach across email, SMS, and follow-up queues.
Less memory work. More operating control.
Caseharbor gives the agency a calmer way to see pending work, customer follow-up, documents, and team handoffs in one place.
Pending requirement
Underwriting
Today
Needs action
Renewal review
Customer outreach
Tomorrow
On track
Cancellation follow-up
Payment risk
2 days
Waiting
Know what needs attention
Move follow-up out of inboxes, memory, and loose spreadsheets into workflows your team can actually manage.
Keep ownership clear
Every workflow has a place, a status, an owner, and a history so agency leaders can see what is moving.
Simple plans for insurance agencies.
Choose the workspace level that fits your agency today. Start with a trial and decide on billing later.
Caseharbor
Core Caseharbor plan with UW Cases Operations, Tasks, and Documents.
$119/month
$1,095/year
- UW Cases Operations
- Tasks
- Documents
Contact Caseharbor for more information.
Caseharbor Plus Agency
Trial
Expanded Caseharbor plan with operations, pipeline, documents, and CaseCapture.
$179/month
$1,550/year
- UW Cases Operations
- Tasks
- Pipeline
- Cancellations
- Renewals
- Opportunities
- Documents
- CaseCapture
Caseharbor Plus Service Center
Full Caseharbor Plus for service centers managing up to 2 active agencies from one operational environment.
$299/month
$2,695/year
- Everything in Caseharbor
- CaseCapture included
- Documents included
Contact Caseharbor for more information.
Start with a workspace built for agency follow-up.
Choose a plan, create the agency account, and continue directly into Caseharbor during the trial.