How long does it take to get started with Cassidy?

Most teams are running production Workflows within days, not months. The Cassidy solutions team handles implementation, builds your first Workflows with you, and provides ongoing optimization.

Underwriters should assess risk, not process data | Cassidy AI for Carriers & MGAs

Q: What insurance workflows can Cassidy automate?

Cassidy automates a wide range of benefits workflows including census data ingestion and normalization, multi-carrier plan comparisons, benefits guide generation, post-enrollment reconciliation and audits, and workers compensation census processing. Teams also build custom workflows for renewals, compliance, reporting, and more.

Q: Can Cassidy connect with our existing systems?

Yes. Cassidy integrates with tools benefits teams already use—Google Drive, SharePoint, Excel, Outlook, Slack, Microsoft Teams, Salesforce, and DocuSign. It also supports connections to benefits platforms like Employee Navigator, PrismHR, and ADP via API and webhooks.

Q: Do we need technical expertise to use Cassidy?

No. Cassidy's no-code platform lets benefits teams create Agents and Workflows without writing code or waiting on IT. If you can describe it, you can build it. A dedicated solutions team can also build alongside you.

Trusted by LEADING INSURANCE TEAMS

Cassidy os

A complete operating system for underwriting

Not software you figure out alone. A system—with the infrastructure, the automations, and the people to make it work.

AI infrastructure built on your data

Your underwriting guidelines, appetite statements, and policy forms—all connected.

Tailored, ready-to-run Workflows

Submission intake, underwriting summaries, risk routing—customized for your lines.

AI consultants who know underwriting

Our team understands submissions, binders, and the complexity of specialty lines.

Carriers

For underwriting teams handling high submission volume across standard commercial lines—property, general liability, auto, workers' comp, and umbrella. We help your underwriters spend more time assessing risk and less time extracting data.

MGAs

For specialty underwriting shops handling complex, case-by-case risk—marine cargo, D&O, cyber, environmental, and other E&S/niche programs. We help structure the deep analysis each submission requires.

vertical integration

Built for how underwriting actually works

Automate the paperwork around underwriting

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.

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Submission Intake

Extract submission data at scale

Ingests broker submissions in any format—ACORD, schedules, loss runs, financials

Extracts key fields and structures data for underwriter review

Works across commercial property, GL, auto, workers' comp, and specialty lines

Turn documents into decision-ready assessments

Generates scored risk assessments with appetite alignment flagged

Links findings directly to source documents for verification

Customizable for your lines—from standard commercial to complex specialty

Risk Assessments

Specialty Lines — Marine Cargo

Assess cargo risk in minutes, not days

Ingests the whole submission together—contracts, packing lists, bills of lading, cargo schedules

Validates commodities, values, and trade routes against your underwriting criteria

Researches vessels and shipowners, then surfaces relevant loss and claims history

Turn financials into data-backed risk assessments

Extracts liquidity, leverage, and profitability metrics

Flags material year-over-year swings and disclosed litigation

Cites the note and page behind every finding

Financial Lines — D&O

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)

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

OneDigital case study - AI adoption success story

1,000+
more workflows we automate

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Risk Triage & Routing

Route submissions to the right underwriter by line and complexity

Policy Comparison

Compare expiring vs. proposed terms for renewal decisions

Claims Intake

Structure incoming claims documents for adjuster review

Appetite Matching

Grade submissions against your appetite before full review

Connects to your underwriting tech stack

Pull context from anywhere. Take action everywhere. Deploy where your team works.

See All integrations

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

Visit security center

When the paperwork moves faster, revenue moves faster

Less leakage, faster placement, happier clients.

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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.

Move from idea to production with Cassidy

Thank you! Your submission has been received!

Please enter a valid business email

A complete operating system for underwriting

Built for how underwriting actually works

Automate the paperwork around underwriting

Extract submission data at scale

Turn documents into decision-ready assessments

Assess cargo risk in minutes, not days

Turn financials into data-backed risk assessments

Work that drives real results

How OneDigital Became the First 6,000-Person AI-Native Company

1,000+more workflows we automate

Connects to your underwriting tech stack

Secure, governed, and ready for enterprise

When the paperwork moves faster, revenue moves faster

FAQ

Move from idea to production with Cassidy

1,000+
more workflows we automate