AI Benefits Strategy Deck Agent

How Cassidy automates this using AI

Step 1: Trigger on data intake

The Workflow activates when new benefits data arrives whether from carrier renewal files, census uploads, or claims exports from TPAs and PBMs.

Step 2: Normalize and validate data

Cassidy maps incoming files to a common data model, deduplicates records, applies PHI governance rules, and flags any data quality issues for consultant review.

Step 3: Run renewal analytics

The agent automatically calculates loss ratios, credibility-weighted projections, trend analysis, and large claimant impact pulling benchmark data from the Knowledge Base to contextualize results.

Step 4: Surface opportunities and insights

Cassidy identifies cost drivers, specialty Rx outliers, site-of-care leakage, and program performance gaps, then generates narrative summaries explaining each finding.

Step 5: Model scenarios

Built-in financial engines run side-by-side comparisons of plan design options, contribution strategies, and network changes calculating employer and employee cost impact for each scenario.

Step 6: Assemble the strategy deck

Cassidy populates branded slide templates with charts, tables, disruption analysis, and recommendations, generating a complete PowerPoint deck with executive summary and financial exhibits.

Step 7: Route for QA and approval

The draft deck routes to designated reviewers with Human-in-the-Loop controls, allowing consultants to refine narratives, adjust assumptions, and validate figures before client delivery.

Step 8: Archive with full lineage

Once approved, Cassidy locks the final deck and stores it with complete audit trails linking every slide to its source data ensuring compliance and enabling easy updates when new information arrives.