AI Benefits Communication Agent

How Cassidy automates this using AI

Step 1: Sync enrollment status from your BenAdmin platform

Cassidy connects to your benefits administration system (Workday, Benefitfocus, bswift, or others) to pull real-time enrollment status, eligibility data, and employee segments into the Knowledge Base.

Step 2: Trigger personalized outreach based on employee status

Workflows automatically activate when enrollment status changes—sending tailored messages to employees who haven't started, are in progress, need EOI documentation, or require dependent verification.

Step 3: Answer employee questions with AI Agents

Deploy Agents in Slack, Teams, or your benefits portal to provide instant, accurate answers to common questions about plan options, HSA/FSA rules, enrollment deadlines, and step-by-step instructions—all grounded in your specific plan documents and policies.

Step 4: Escalate deadline reminders across channels

As the enrollment window closes, Cassidy increases urgency with countdown sequences—7 days, 3 days, 24 hours—across email and SMS, with Human-in-the-Loop approval for final-day communications.

Step 5: Confirm elections and close the loop

Post-enrollment, Workflows send confirmation messages explaining effective dates, ID card timing, and payroll deduction details, while flagging any incomplete EOI or dependent documentation for HR follow-up.