Trusted by LEADING INSURANCE TEAMS
Cassidy for property & casualty
Cassidy os
A complete operating system for commercial P&C
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
Carrier appetite guides, SOV templates, policy documents, and client files—all connected and searchable.
02
Tailored, ready-to-run Workflows
SOV cleanup, submission packaging, policy checking, COI processing—customized for how you work.
03
AI consultants who know commercial lines
Our team understands COPE data, carrier-specific formats, and the complexity of commercial P&C placements.
Brokers
Retail and wholesale teams placing commercial property, GL, auto, workers' comp, and umbrella. We help you prep submissions, analyze loss history, and handle the certificate volume that never stops.
Carriers & MGAs
Underwriting teams on the receiving end of that volume, including E&S desks handling high-hazard, CAT-exposed property and complex casualty risk. We help you screen for appetite, normalize inbound schedules, and get to a decision faster.
vertical integration
Built for how commercial P&C actually works
Automate the busywork slowing down commercial lines teams
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.
SOV Cleanup & Standardization
Turn messy schedules into submission-ready files
Ingests schedules in any format—spreadsheets, PDFs, carrier exports
Normalizes COPE data and scores CAT exposure by location
Fills the template each carrier expects, ready for submission
Know whether it's a fit before anyone opens the file
Forward a submission and get back a graded read on appetite fit
Surfaces red flags and the reasoning behind the grade
Returns a recommended next step, not just a score
Appetite Screening
Loss Run Analysis
See every loss, every carrier, in one clean report
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
Requirements mapped against coverage in force
Pulls insurance requirements out of client contracts down to the endorsement form
Checks each requirement against coverage currently in force
Flags every gap and the exposure it creates
Contract Review
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
Policy Checking
Compare draft policies against the binder to catch changed wording and mismatched limits
Submission Packaging
Compile forms, loss runs, and schedules into organized carrier-ready packets
Quote Comparison
Extract and normalize carrier quotes for client-ready comparisons
COI Automation
Validate certificate requests against policy terms and populate templates at scale
Connects to your commercial lines 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.
