Added to demo agenda!
Talk to our team to learn how Cassidy can help your team with this use case

AI Claims Trend Analysis Agent

Automate claims data analysis for benefits insights, trend drivers, and ROI actions
Overview
Employee Benefits
Workflow

Automating Claims Trend Analysis with AI

Automate your complete claims data analysis workflow—from data ingestion and normalization through trend decomposition, cohort stratification, and ROI modeling.
001
Unified data ingestion and normalization

The Agent automatically ingests claims feeds from carriers, PBMs, and vendors, then standardizes code sets (ICD-10, CPT, NDC) and applies data quality checks to create a single, analysis-ready dataset.

002
Risk-adjusted trend decomposition

Automated risk scoring and episode grouping enable apples-to-apples comparisons, while trend analysis breaks down PMPM changes into price, utilization, and mix components surfacing the drivers behind your numbers.

003
Cohort analysis and opportunity sizing

The system identifies high-cost claimants, rising-risk members, and condition cohorts, then models intervention ROI using matched controls and difference-in-differences methods with built-in bias guardrails.

How Cassidy automates this using AI

Step 1: Ingest and normalize claims data

The Workflow triggers on new data feeds from medical carriers, PBMs, and specialty vendors. Cassidy standardizes eligibility, claims, and pharmacy files mapping to ICD-10, CPT, NDC, and DRG code sets while applying completion factors for IBNR estimation.

Step 2: Run risk adjustment and episode grouping

Cassidy calculates risk scores and groups claims into clinical episodes, enabling case-mix-adjusted comparisons across time periods and populations. Member attribution and cohort definitions (high-cost claimants, chronic conditions, specialty Rx users) are applied automatically.

Step 3: Decompose trends and surface drivers

The Agent breaks down PMPM trend into price, utilization, and severity components. It ranks top cost drivers by condition, site of service, and vendor flagging anomalies like GLP-1 spend acceleration or site-of-care opportunities.

Step 4: Model ROI and size opportunities

Cassidy runs matched-control and difference-in-differences analyses on intervention cohorts, calculating net savings with confidence intervals. Scenario simulations model plan design changes, steerage strategies, and vendor optimizations.

Step 5: Generate executive summaries and recommendations

The Workflow produces CFO-ready decks with trend heatmaps, driver rankings, and quantified ROI cases. Human-in-the-Loop review ensures recommendations from benefit changes to COE steerage are validated before stakeholder delivery.

Implement it inside your company

Get help from our team of specialists to quickly integrate this solution into your existing workflow and unlock new growth.
Book Demo
  • Hands-on onboarding and support
  • Self-paced training for your team
  • Dedicated implementation experts
  • Ongoing use case discovery
  • ROI tracking & analytics dashboards
  • Proven playbooks to get started fast

A dedicated team to drive adoption and results

Our implementation experts work hands-on with your team to make sure you see real value - fast. From setup to optimization, we’re here to help every step of the way.

We enable your teams - no IT required

We train your builders, support their workflows, and make sure they get the most out of Cassidy without ever waiting on engineering.

Explore more Employee Benefits automations

Move from idea to production with Cassidy