Trusted by LEADING INSURANCE TEAMS
Insurance runs on documents Your team shouldn't
Information scattered across emails, PDFs, Excel, and carrier portals. Institutional knowledge trapped in people's heads. Systems of record that store data after work is done—not while it's happening. Skilled underwriters and brokers doing data entry instead of assessment.
centralize knowledge inside cassidy
Built for how insurance actually works
Different roles, different workflows, different problems. Jump to the solution built for how you operate.
Carriers & MGAs
For underwriting teams—whether you're a carrier handling high submission volume or an MGA underwriting complex, case-by-case risk. Submission intake, underwriting summaries, and risk routing so underwriters assess risk instead of gathering data.
Brokers
For retail brokers placing standard commercial lines and wholesale brokers handling E&S and specialty. Quote comparison, renewal prep, and client deliverables so you spend more time on relationships, less time on paperwork.
Benefits Consultants & PEOs
For benefits consultants placing group health and ancillary coverage, and PEOs/TPAs administering plans at scale. Census scrubbing, plan comparison, and enrollment validation so benefits teams spend less time reconciling spreadsheets.
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
Workflows for every line of business
From group health to specialty property—Cassidy automates the document-heavy work across insurance segments.
Specialty Lines
Marine, aviation, cyber, environmental, professional liability, and E&S.
Financial Lines
D&O, E&O, fiduciary liability, employment practices, and crime.
Life & Health
Individual life, annuities, disability, and supplemental health products.
1,000+ use cases available
See how Cassidy automates workflows across the insurance value chain.
Turns a broker submission into a scored risk assessment, with appetite alignment flagged and every finding linked back to the source document.
Featured solutions
- Risk Assessments
- Submission Intake
- Appetite Screening
- Specialty Lines Assessment
- Financial Lines Assessment
- Policy Comparison
Compares the issued policy against the binder clause by clause, flagging changed wording and mismatched limits before they become E&O.
Featured solutions
- Policy Checking
- Loss Run Analysis
- Contract Review
- Client Deliverables
- Certificate Requests
Normalizes messy schedules of values, scores CAT exposure by location, and fills the exact template each carrier expects.
Featured solutions
- SOV Cleanup
- Appetite Screening
- Loss Run Analysis
- Contract Review
- Policy Checking
- Submission Packaging
Sorts census files, dependent lists, invoices, and renewals into one validated census, with missing and inconsistent data flagged rather than guessed at.
Featured solutions
- Census Processing
- Plan Comparison
- Benefits Guides
- Enrollment Reconciliation
- Renewal Preparation
- Compliance Audits
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
What you are installing
A complete operating system for insurance operations
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
Your guidelines, policy forms, carrier preferences, and institutional knowledge—all connected and searchable.
02
Ready-to-run Workflows, tailored to you
Submission intake, quote comparison, renewal prep—customized for how your team works.
03
AI consultants who know insurance
Our solutions team understands underwriting, placement, and the complexity of specialty lines.
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.
