AI RFP Response Agent
Automating RFP Response for Employee Benefits Carriers with AI
Intake and Triage Without the Manual Sorting
The agent classifies inbound broker submissions by line of coverage and market segment, routes cases to the correct underwriting queue, and flags incomplete packages for follow-up eliminating hours of email sorting and manual data entry.
HIPAA-Safe Census Extraction and Normalization
AI-powered document processing extracts employee demographics from PDFs, spreadsheets, and scanned attachments, then normalizes data into carrier-specific quoting templates with full audit trails and PHI controls.
Faster Turnaround from Quote Request to Proposal
Automated completeness checks, validation rules, and underwriting workbench integration compress cycle times from days to hours giving your team the speed brokers reward with higher close rates.
How Cassidy automates this using AI
Step 1: Trigger on inbound RFP submission
The Workflow activates when a broker sends an RFP package via email or portal Cassidy captures the submission, attachments, and metadata automatically.
Step 2: Classify and route the case
Cassidy analyzes the submission to identify line of coverage, market segment (small group, level-funded, large group/ASO), and routes the case to the appropriate sales ops or underwriting queue.
Step 3: Extract and normalize census data
Using intelligent document processing, Cassidy extracts employee and dependent data from census files PDFs, CSVs, or Excel validates required fields, and transforms the data into your carrier-specific quoting template.
Step 4: Flag missing items and request follow-up
Cassidy runs completeness checks against your requirements and automatically generates a secure request to the broker for any missing documents, attestations, or clarifications.
Step 5: Push validated data to underwriting
Clean, normalized census and case data flow directly into your rating engine or underwriting workbench, with all assumptions and exceptions documented for review.
Step 6: Generate proposal package
Cassidy compiles rate sheets, benefit summaries, underwriting memos, and network access reports into a broker-ready proposal formatted for your placement platform or direct delivery.
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
