CaseCompass
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Underwrite faster with CaseCompass

A tool that matches your carriers with client information instantly. Saves agents valuable time with automatic AI underwriting before submitting an application to a carrier.

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Live AccountsUpdated 2m ago
Margaret AllenStrong matchDetails
Samir ChouStrong matchDetails
Mia KhanModerate matchDetails
Priya EvansModerate matchDetails
Theo BakerWeak matchDetails

Built for real carrier selection decisions.

Pre-loaded underwriting rules mapped to carrier guidelines so agents do not guess eligibility.
Automatically categorizes cases into strong, moderate, and weak matches to carriers.
Matches health conditions and medications against carrier preferences instantly.
Generates a structured underwriting summary agents can understand.

Core components

FormsApproval flowsPolicy tablesAccount timelines
Client eligibility checkPolicy mappingQuote comparison

Solid foundations

Built for production teams that need real time, accurate underwriting. CaseCompass ensures secure data handling, reliable carrier information, and compliant underwriting guidelines.

Pricing for every stage

Monthly plans built for individuals and agencies.

Pro Individual

$59/mo

  • + Unlimited underwriting checks
  • + Saved client profiles
  • + Risk scoring logic
  • + Summary reports
Free Trial

Start 7-days free trial.

Best value

Team plan

$399/mo

Only $39.90 per user

Save $191/month vs. 10 individual plans

  • + 10 agent accounts included
  • + Unlimited underwriting checks
  • + Saved client profiles
  • + Risk scoring logic
  • + Executive summary reports
Sign up

Enterprise plan

Contact for pricing

  • + Customizable amount of agent accounts
  • + Unlimited underwriting checks
  • + Saved client profiles
  • + Risk scoring logic
  • + Executive summary reports
Contact Sales

Start your next application two steps ahead

Carrier rule engineInstant eligibility checksHealth condition logicRisk tier classificationPrescription cross reference

Accessible

Use the app on your device or load in a webpage.

Functional

Best priced carriers are recommended first.

Customizable

Select only the carriers you produce with.

Productive

Save valuable time quoting clients.

Frequently asked questions

How accurate are the underwriting matches?

Matches are generated based on the documented carrier guidelines and updated underwriting rules. Always confirm with final carrier underwriting.

Is client data stored?

Client data is encrypted and stored securely. Only the individual agent can see data regarding their cases.

Why did my client get denied for a policy that CaseCompass matched with?

CaseCompass strongly follows carrier drug guides and makes degrees of recommendations. We do not have access to actual client medical records that may impact policy issuance.

Do you have the carriers I am contracted with?

We provide underwriting tools for a wide range of top-rated, popular carriers. Message us if you are not seeing a specific carrier.