AI PEO Sales Proposal Agent

How Cassidy automates this using AI

Step 1: Trigger on new opportunity

The Workflow activates when a prospect enters the pipeline whether from a broker referral, web inquiry, or CRM stage change and begins capturing company details, state footprint, headcount, and NAICS codes.

Step 2: Gather and validate underwriting data

Cassidy prompts for census information, WC class codes, EMR/X-mod, loss runs, current SUTA rates, and benefits details, flagging incomplete fields before proceeding to ensure underwriting accuracy.

Step 3: Run pricing calculations

The Workflow pulls from your Knowledge Base to apply admin fee structures (PEPM, % of payroll, or hybrid tiers), calculate WC rates by class and state with experience modifiers, model SUTA/FUTA exposure, and rate benefits options keeping pass-through costs separate from service fees.

Step 4: Assemble the proposal package

Cassidy generates the complete proposal: executive summary, pricing schedules with rate-hold terms, scope of services, implementation timeline with RASCI, sample invoices, and state-specific addenda all formatted to your templates.

Step 5: Route for review and delivery

The finished proposal routes through Human-in-the-Loop approval for underwriting sign-off, then delivers to the prospect via email or your preferred channel, with all documents stored in your CRM for tracking.