Professional Liability

What does this mean?

Underwriters spend more time evaluating professional risk with consistent data extraction and faster turnaround on quotes for errors & omissions coverage.

How it works?

Ingests submission documents across multiple formats, extracts business details, service offerings, and claims history, flags professional risk factors, then delivers a structured summary and fields to the underwriting system.

Workflow steps

Step 1: Ingest submission documents

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

Step 2: Extract business and service details

Cassidy parses the submission to pull out business type, service offerings, client base, contract structures, and revenue breakdown into structured fields.

Step 3: Capture coverage and claims history

The Workflow identifies key underwriting details—prior coverage limits, claims history, and contractual risk transfer arrangements—ensuring nothing critical is missed.

Step 4: Flag professional risk factors

Cassidy scans for risk indicators such as high-risk service lines, claims frequency, gaps in coverage, or client concentration, 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 firm's professional exposure 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 document extraction required.