AI Quote-to-Bind Broker Assist Agent
Automating Quote-to-Bind Broker Assist with AI
Normalize submissions without the rekeying
AI extracts and structures data from ACORDs, supplements, loss runs, and SOVs into a single placement record, flagging gaps and inconsistencies for review.
Match risks to the right markets, faster
Automated appetite scoring aligns each submission to carrier and MGA guidelines by class, geography, limits, and loss profile—so your team stops wasting cycles on non-target markets.
Generate client-ready quote packages with confidence
The Agent normalizes quotes into a common schema, compares terms and exclusions, and assembles proposals with side-by-side pricing and coverage analysis.
How Cassidy automates Quote-to-Bind Broker Assist using AI
Step 1: Trigger on new submission
The Workflow activates when a submission arrives—whether via email, portal upload, or broker management system—and begins processing attached ACORDs, schedules, and supporting documents.
Step 2: Extract and normalize submission data
Cassidy's AI reads ACORDs (125, 126, 140, 131), supplements, SOVs, and loss runs, extracting key fields like limits, deductibles, NAICS codes, and COPE details into a structured placement record with page-level citations.
Step 3: Validate completeness and flag gaps
The Workflow checks for missing subjectivities, inconsistencies (e.g., umbrella requested without adequate underlying), and generates a needs list for producer follow-up—maintaining an auditable trail for E&O defensibility.
Step 4: Score against carrier appetites
Cassidy matches the risk against your Knowledge Base of carrier and MGA appetites by class, geography, TIV, limits, and loss history, surfacing target markets and flagging required declinations for surplus lines diligence.
Step 5: Assemble market-ready submission pack
The Workflow compiles the core placement record, ACORDs, SOV/COPE, loss runs, and narratives into a market pack ready for distribution to selected carriers.
Step 6: Normalize and compare quotes
As quotes return, Cassidy parses indications and firm quotes into a common schema—limits, deductibles, conditions, exclusions, pricing—and flags material deviations for underwriter review.
Step 7: Generate client proposal with Human-in-the-Loop
The Agent assembles a client-ready proposal with multi-market comparison, coverage deltas, and pricing breakdowns. Human-in-the-Loop approval ensures accuracy before delivery.
Step 8: Execute bind and compliance checks
Once the client selects terms, Cassidy produces bind instructions, triggers KYC/AML/sanctions checks, calculates surplus lines taxes, and documents diligent effort—keeping your team in control of business-critical decisions.
Implement it inside your company
- 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
