A complete operating system for your employee benefits team
One platform to automate the work that keeps benefits teams buried
Clean census data without the manual scrub
- Ingests census data in any format—CSV, Excel, PDF
- Standardizes fields and flags inconsistencies automatically
- Outputs clean files ready for quoting and enrollment
Turn carrier quotes into client-ready comparisons
- Ingests quotes from multiple carriers simultaneously
- Standardizes data for accurate plan-to-plan comparison
- Generates side-by-side comparisons across multiple plans
Generate benefits guides in minutes, not hours
- Pulls from your carrier documents and plan summaries
- Generates branded, client-ready PDFs
- Scales to handle your busiest renewal seasons
Talk to our AI benefits experts to see how Cassidy can help
- Managed builds, implementation, and maintenance
- Dedicated expert solutions team
- Tailored, proven onboarding methodology
- Regularly scheduled office hours
- Hands-on AI learning sessions
- Collaborative roadmap planning
Catch enrollment errors before they become claims issues
- Compares enrollment data against carrier confirmations
- Flags discrepancies in coverage, dependents, and elections
- Generates audit reports for compliance and reconciliation
Build quote-ready workers comp submissions automatically
- Ingests employee census data in any format
- Maps job titles to NCCI classification codes
- Outputs WC reports with employee details and class codes
Connects to the tools your team already uses
Meet the teams getting real AI wins
Secure, governed, and ready for enterprise
Frequently asked questions
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.
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.
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.
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.
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.
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.
