AI Quote Processing Agent

How Cassidy automates this using AI

Step 1: Trigger on inbound RFP email

The Workflow activates when a new RFP lands in your shared inbox. Cassidy classifies the request—new business or renewal, medical or ancillary, fully insured or level-funded—and extracts employer details, effective dates, and group size.

Step 2: Parse and extract census data

Cassidy reads attached census spreadsheets and plan documents, pulling employee rosters, dependent information, coverage tiers, and rating inputs. It flags missing fields like DOBs or zip codes and requests clarification when needed.

Step 3: Normalize and validate

The extracted data maps to a canonical schema that works across carriers. Cassidy standardizes tiers, validates eligibility counts, and checks participation and contribution thresholds against carrier requirements.

Step 4: Assemble carrier submission packages

Cassidy routes normalized data to carrier-specific forms and portals. For underwritten cases, it triggers MHQ or GRX workflows and pre-fills the required documents—reducing portal hopping and rekeying errors.

Step 5: Generate client-ready proposal

Once quotes return, Cassidy builds a multi-carrier comparison with plan designs, premiums, network options, and contribution modeling. The output is a branded proposal deck ready for your client presentation.

Step 6: Human-in-the-Loop review

Before any submission or client delivery, your team reviews and approves the outputs. Cassidy keeps you in the driver's seat on business-critical decisions while handling the repetitive work.