AI Voluntary Benefits Enrollment Analysis Agent

How Cassidy automates this using AI

Step 1: Trigger on enrollment events

The Workflow activates when key enrollment events occur new elections submitted, EOI status changes, carrier file acknowledgments received, or qualifying life events logged in your benefits administration system.

Step 2: Aggregate and enrich enrollment data

Cassidy pulls real-time data from your HRIS, benefits platform, and carrier systems to build a complete picture: participation rates by cohort, GI vs over-GI splits, EOI pipeline status, and deduction alignment with payroll.

Step 3: Analyze and surface next-best actions

Using your plan rules, eligibility criteria, and historical patterns from the Knowledge Base, Cassidy identifies employees who need attention whether that's a nudge to complete an abandoned enrollment, a reminder to submit EOI documentation, or a recommendation to consider coverage that fits their situation.

Step 4: Deliver insights and alerts

Cassidy sends real-time dashboards to HR and benefits administrators, flags operational risks (carrier rejects, payroll variances, aging EOIs), and routes personalized prompts to employees through Slack, Teams, or email.

Step 5: Human-in-the-loop review

Before sensitive communications or escalations go out, designated team members can review and approve keeping you in full control of employee-facing messages and compliance-sensitive actions.