AI Plan Document Drafting Agent

How Cassidy automates this using AI

Step 1: Trigger on new plan year or document request

The Workflow activates when a new plan year begins, a client requests document updates, or regulatory deadlines approach—pulling employer profile data, plan numbers, and vendor information from your connected systems.

Step 2: Gather and normalize vendor data

Cassidy searches your Knowledge Base for carrier EOCs/COCs, TPA agreements, PBM contracts, and stop-loss details, then normalizes entity names and policy numbers to ensure accuracy across all assembled documents.

Step 3: Assemble wrap plan document and SPD

Using your clause library and jurisdiction-specific requirements, Cassidy generates the ERISA wrap plan document with benefit schedules, incorporation-by-reference exhibits, and required disclosures—including COBRA, HIPAA, USERRA, and QMCSO procedures.

Step 4: Generate companion documents

Cassidy drafts the Section 125 cafeteria plan document, HRA plan document and SPD, and annual notices packet—each tailored to your plan design, eligibility classes, and election rules.

Step 5: Build CAA and MHPAEA compliance artifacts

The Workflow creates GCPCA attestation support documents, RxDC submission materials, TiC MRF link registries, and MHPAEA NQTL comparative analyses with outcomes data sections—ready for regulatory review.

Step 6: Human-in-the-loop review and approval

Draft documents route to your compliance team for legal review, consistency checks, and conflict verification before final approval—keeping you in control of business-critical filings.

Step 7: Track distribution and maintain audit trail

Cassidy logs SPD delivery dates, e-disclosure compliance, and receipt confirmations, then archives all documents by plan year with version control and redlines for future reference.