AI Client Onboarding Workflow

How Cassidy automates this using AI

Step 1: Trigger on new group intake

The Workflow activates when a new employer group enters the pipeline whether from a CRM deal stage change, form submission, or manual trigger pulling in discovery details, census files, and BOR documentation.

Step 2: Normalize and validate census data

Cassidy's AI Agent ingests census spreadsheets regardless of format, standardizing column headers, detecting missing fields (DOB, ZIP, SSN, class), and cross-referencing against DE 9C or payroll records to flag eligibility gaps before underwriting.

Step 3: Assemble underwriting package

The Workflow compiles carrier-ready documentation employer applications, validated census, DE 9C, enrollment forms, waivers with valid reasons, and contribution details organized per carrier requirements and ready for submission.

Step 4: Configure ben-admin platform

Cassidy pushes normalized employee data into your benefits administration system, configuring classes, eligibility rules, waiting periods, contribution strategies, and plan details while enabling employee self-service portals.

Step 5: Map and test EDI 834 files

The Agent generates 834 eligibility files aligned to each carrier's companion guide, maps member demographics and coverage elections to proper loops and segments, and executes test cycles parsing acknowledgments and surfacing rejects for resolution.

Step 6: Orchestrate go-live and reconciliation

Cassidy schedules the initial full file transmission, monitors TA1/999/277CA responses, confirms ID card and e-eligibility activation, and reconciles the first invoice against elections flagging variances and triggering off-cycle corrections as needed.