Comprehensive Property Risk Assessment & Scoring

What does this mean?

Underwriters and risk managers get fast, consistent evaluations that improve triage, support pricing decisions, and reduce time spent on manual review.

How it works?

Ingests property insurance broker reports and extracts details on safety management, construction, fire protection, and natural hazards, applies a weighted model across nine evaluation categories, and outputs a scored assessment with category-level findings and an overall risk rating.

Workflow steps

Step 1: Upload property broker report

The Workflow begins with a manual trigger where an underwriter or risk manager uploads a property insurance broker report for evaluation.

Step 2: Extract report details

Cassidy uses a Generate Text with Cassidy Assistant action to parse the uploaded document, pulling out key information on safety management practices, construction characteristics, fire protection systems, and natural hazard exposures.

Step 3: Evaluate across risk categories

The Workflow applies a weighted scoring model across nine evaluation categories, assessing each area based on the extracted findings and your organization's risk criteria.

Step 4: Calculate overall risk score

Cassidy combines the category-level scores using the weighted methodology to generate a comprehensive risk rating for the property.

Step 5: Generate assessment report

The Workflow compiles the category-level findings, individual scores, and overall risk rating into a structured assessment document ready for review.

Step 6: Export and deliver results

The completed risk assessment is exported as a Microsoft Word document and can be sent to the underwriting team for triage, pricing decisions, or further review.