Trusted by LEADING INSURANCE TEAMS
Cassidy os
A complete operating system for your brokerage
Not software you figure out alone. A system—with the infrastructure, the automations, and the people to make it work.
01
AI infrastructure built on your data
Client history, carrier preferences, and coverage nuances—all connected.
02
Tailored, ready-to-run Workflows
Quote comparison, renewal prep, client deliverables—customized for how you work.
03
AI consultants who know brokerage
Our team understands placement, stewardship, and going to market.
Retail Brokers
For teams working directly with clients on standard commercial coverage—P&C, GL, property, workers' comp. We help with the quote comparisons, renewal prep, and client deliverables that eat up your day.
Wholesale Brokers
For E&S and specialty desks handling the complex risks retail can't place—cyber, environmental, professional liability, hard-to-place property. We help manage high submission volume and carrier matching.
vertical integration
Built for how brokers actually work
Automate the work that keeps you from clients
Standard lines or specialty, high volume or complex—Cassidy handles the document processing so your underwriters can focus on judgment. Here are a few examples across different lines.
Policy Checking
Catch wording changes before they become E&O
Compares draft policies against the binder line by line
Flags missing clauses, changed wording, and deductible mismatches
Generates an exception report to review before delivery
Renewals that don't consume your calendar
Gathers expiring policies, loss runs, and exposure data into one package
Extracts limits, deductibles, and pricing from every carrier quote that comes back
Normalizes it all into a client-ready side-by-side against expiring terms
Renewal & Quote Comparison
Loss Run Analysis
Every claim extracted, every trend surfaced
Pulls every claim out of every loss run, across carriers and formats
Analyzes frequency, severity, and reserve adequacy
Delivers a dashboard plus an Excel file you can send straight to market
Stewardship reports and proposals, drafted for you
Pulls coverage in force, claims activity, and last year's report into one place
Summarizes what changed in premium, exposure, and loss activity
Delivers an editable draft in your branded template, ready for your polish
Client Deliverables
Certificate Requests
Certificates without the back-and-forth
Validates requests against policy terms
Flags coverage gaps if requirements don't match
Drafts certificates for review and delivery
Work that drives real results
Case study
How OneDigital Became the First 6,000-Person AI-Native Company
Learn more
60%+
Firmwide adoption
(Weekly Active Users)
(Weekly Active Users)
6,000
Employees onboarded
"What we've always cared about is giving our people the ability to do great work — and the Cassidy team understood that from the start. They helped us take decades of experience from people like Shelley and Scott and turn it into something the next person who joins the team can tap into on day one."
Robin Singhvi, Director of AI Programs, OneDigital
1,000+
more workflows we automate
Contract Review
Pull insurance requirements from client contracts and check them against coverage in force
Submission Packaging
Compile forms, loss runs, and schedules into carrier-ready packets
Tower Analysis
Map layered programs and excess coverage
Proposal Builder
Generate branded proposals from your templates
Connects to your underwriting tech stack
Pull context from anywhere. Take action everywhere.
Deploy where your team works.
Secure, governed, and ready for enterprise
Cassidy supports enterprise security, privacy, and governance requirements, with controls for identity, access, data protection, and organizational oversight.
SOC 2 type II
Attested
GDPR
Compliant
HIPAA
Compliant
CASA
Validated
No model training on your data
Your information stays private and is never
used for training
Single sign-on (SSO)
Connect your identity provider for secure,
centralized access
Advanced RBAC user permissions
Fine-grained control over access across
teams and roles
Advanced data security
Row-level security and granular access controls protect against unauthorized access
Choose your model
Select from leading models from OpenAI,
Anthropic, and Google
Organization-wide instructions
Set guardrails and rules that apply across every Agent and Workflow
When the paperwork moves faster, revenue moves faster
Less leakage, faster placement, happier clients.
- Dedicated expert solutions team
- Managed builds, implementation, and maintenance
- Tailored, proven onboarding methodology
- Regularly scheduled office hours
- Hands-on AI learning sessions
- Priority support when you need it
- Collaborative roadmap planning
AI Adoption with vs. without cassidy
FAQ
Find answers to common questions about the platform, security, and getting started. Still have questions? Talk to our team!
How long does it take to get started?
Most teams are running production Workflows within days—not months. Our solutions team handles implementation, builds your first Workflows with you, and provides ongoing optimization.
How does Cassidy keep our data secure?
Cassidy is SOC 2 Type II, HIPAA, and GDPR compliant. Your data is never used to train AI models. Role-based access controls ensure sensitive employee and client information stays protected.
Do we need technical expertise to use Cassidy?
No. If you can describe it, you can build it. Cassidy's no-code platform lets benefits teams create Agents and Workflows without writing code or waiting on IT. Our solutions team can also build alongside you.
Can Cassidy connect with our existing systems?
Yes. Cassidy integrates with the tools benefits teams already use—Google Drive, SharePoint, Excel, Outlook, Slack, Microsoft Teams, Salesforce, and DocuSign. We also support connections to benefits platforms like Employee Navigator, PrismHR, and ADP via API and webhooks.
What insurance workflows can Cassidy automate?
Cassidy can automate a wide range of benefits workflows. Common examples include:
- Census data ingestion and normalization
- Multi-carrier plan comparisons
- Benefits guide generation
- Post-enrollment reconciliation and audits
- Workers compensation census processing
These are starting points—teams build custom Workflows for renewals, compliance, reporting, and more.
How is Cassidy different from other AI tools?
Cassidy isn't a generic AI chatbot—it's a platform built for benefits operations. We combine no-code Workflows your team can build on with a dedicated solutions team that helps you design, implement, and optimize automations specific to your processes.
