A complete operating system for specialty insurance
One platform to automate the work that slows specialty underwriting
company’s guidelines
policyholder data
Assess voyage risk in minutes, not days
- Ingests bills of lading, manifests, and certificates
- Validates compliance against your underwriting criteria
- Generates source-linked risk reports for review
Turn financials into data-backed risk assessments
- Extracts liquidity, leverage, and profitability metrics
- Flags concerns tied directly to source documents
- Exports reports for bind or referral decisions
Score property submissions consistently at scale
- Parses broker reports for safety and hazard data
- Applies your weighted scoring model across categories
- Outputs risk ratings for triage and pricing
Route the right risks to the right experts
- Assigns submissions to specialists by line
- Tracks review status and follows up automatically
- Compiles feedback into a single clean file
More ways to automate specialty insurance workflows
Connects to your underwriting tech stack
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.
Teams use Cassidy to parse RFQs, generate proposals, validate specs against product catalogs, create SOPs, track regulatory changes, answer technical questions, and more—tailored to how your business works.
Yes. Cassidy connects to your product catalogs, engineering standards, application notes, and past proposals. Using leading AI models and your Knowledge Base, it reads, understands, and applies your specific documentation—not generic guesses.
Yes. Cassidy connects to SAP, NetSuite, Microsoft Dynamics 365, Salesforce, and other systems via native integrations or API. It also syncs with SharePoint, Google Drive, and the tools your team uses daily.
Most teams stand up their first Workflows in days, not months. Our solutions team partners with you to identify high-impact use cases, build initial automations, and ensure your team sees value quickly.
Yes. Cassidy handles volume spikes without adding headcount. Whether you're responding to a surge of RFQs or processing a backlog of compliance checks, Workflows scale to meet demand.
Yes. Cassidy is SOC 2 Type II and GDPR compliant. Your data is encrypted in transit and at rest, never used to train AI models, and protected by role-based access controls and full audit logging.
Absolutely. Cassidy is no-code—if you can describe what you want to automate, you can build it. No IT tickets, no engineering dependencies.
Cassidy supports leading models from OpenAI, Anthropic, and Google. You can select the right model for each task, balancing accuracy, speed, and cost.
