Aviation Underwriting

What does this mean?

Underwriters spend more time evaluating risk with consistent, complete data entry and faster turnaround on quotes.

How it works?

Ingests broker submission documents, extracts pilot, aircraft, and operational details, and flags risk conditions, then delivers a structured summary and fields to the underwriting system.

Workflow steps

Step 1: Ingest broker submission

The Workflow triggers when a new broker submission document arrives—whether via email, a shared drive, or direct upload to the underwriting system.

Step 2: Extract pilot and aircraft details

Cassidy parses the submission to pull out pilot credentials, flight hours, certifications, aircraft make and model, and fleet information into structured fields.

Step 3: Capture operational data

The Workflow identifies key operational details—flight routes, usage type, storage arrangements, and coverage requirements—ensuring nothing critical is missed.

Step 4: Flag risk conditions

Cassidy scans for risk indicators such as pilot experience gaps, high-risk aircraft types, or unusual operational patterns, surfacing them for underwriter attention.

Step 5: Generate structured summary

Using the extracted data, the Workflow produces a clear, formatted summary that gives underwriters a complete view of the submission at a glance.

Step 6: Deliver to underwriting system

The structured fields and summary are pushed directly into the underwriting system, ready for risk evaluation—no manual data entry required.