How long does it take to get started with Cassidy?

Most teams are running production Workflows within days, not months. The Cassidy solutions team handles implementation, builds your first Workflows with you, and provides ongoing optimization.

Benefits operations without the busywork | Cassidy AI for Employee Benefits

Q: What insurance workflows can Cassidy automate?

Cassidy automates a wide range of benefits workflows including census data ingestion and normalization, multi-carrier plan comparisons, benefits guide generation, post-enrollment reconciliation and audits, and workers compensation census processing. Teams also build custom workflows for renewals, compliance, reporting, and more.

Q: Can Cassidy connect with our existing systems?

Yes. Cassidy integrates with tools benefits teams already use—Google Drive, SharePoint, Excel, Outlook, Slack, Microsoft Teams, Salesforce, and DocuSign. It also supports connections to benefits platforms like Employee Navigator, PrismHR, and ADP via API and webhooks.

Q: Do we need technical expertise to use Cassidy?

No. Cassidy's no-code platform lets benefits teams create Agents and Workflows without writing code or waiting on IT. If you can describe it, you can build it. A dedicated solutions team can also build alongside you.

Trusted by the world’s leading enterprises

Benefits runs on data entry. Your team shouldn't.

Census files in every format imaginable. Carrier quotes that don't match up. Enrollment errors that become claims issues months later. Skilled benefits professionals spending hours on reconciliation instead of advising clients.

Cassidy connects to where your work actually happens—spreadsheets, carrier portals, HRIS systems, and email—and automates the repetitive processing that slows your team down. Your people stay in control. The data moves faster.

Cassidy for employee benefits

Cassidy os

A complete operating system for benefits operations

Not software you figure out alone. A system—with the infrastructure, the automations, and the people to make it work.

Employee benefits documents and census data visualization

AI infrastructure built on your data

Your SOPs, carrier documents, plan summaries, and enrollment guidelines—all connected.

Tailored, ready-to-run Workflows

Census processing, plan comparison, benefits guides—customized for how you work.

AI consultants who know benefits

Our team understands enrollment, renewals, and the complexity of benefits administration.

Brokers & Consultants

For client-facing teams handling renewals, plan comparisons, and benefits guides. We help you get quotes out faster, compare plans accurately, and deliver polished client materials without the manual formatting.

PEOs & TPAs

For operations teams managing enrollment, compliance, and reconciliation at scale. We help you process census data faster, catch enrollment errors before they become claims issues, and keep audits clean.

vertical integration

Built for how benefits teams actually work

Automate the work that buries benefits teams

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Census Processing

Clean census data without the manual scrub

Sorts census files, dependent lists, invoices, and renewals together

Standardizes fields and flags inconsistencies automatically

Outputs one validated census, ready to quote

Turn carrier quotes into client-ready comparisons

Ingests renewal quotes and competitor proposals together

Pulls every benefit detail into one normalized view

Generates a client-ready side-by-side across plans

Plan Comparison

Benefits Guides

Generate benefits guides in minutes, not hours

Pulls plan details straight from raw SBCs

Builds a branded deck with carrier logos and contribution tables

Scales to handle your busiest renewal seasons

Catch billing errors before they become claims issues

Matches the carrier invoice against your internal census

Surfaces premium mismatches and missing records

Flags ghost enrollments still being billed

Enrollment Reconciliation

Work that drives real results

Case study

How OneDigital Became the First 6,000-Person AI-Native Company

Learn more

60%+

Firmwide adoption
(Weekly Active Users)

6,000

Employees onboarded
‍

"What we've always cared about is giving our people the ability to do great work — and the Cassidy team understood that from the start. They helped us take decades of experience from people like Shelley and Scott and turn it into something the next person who joins the team can tap into on day one."

Robin Singhvi, Director of AI Programs, OneDigital

OneDigital case study - AI adoption success story

1,000+
more workflows we automate

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Renewal Preparation

Compile renewal data and marketing submissions

Compliance Audits

Generate audit-ready reports from enrollment data

Member Communication

Draft personalized benefits communications at scale

COBRA Administration

Track qualifying events and auto-generate COBRA notices

Connects to your benefits tech stack

Pull context from anywhere. Take action everywhere. Deploy where your team works.

Cassidy AI infrastructure for employee benefits operations

See All integrations

Secure, governed, and ready for enterprise

Cassidy supports enterprise security, privacy, and governance requirements, with controls for identity, access, data protection, and organizational oversight.

SOC 2 type II

Attested

GDPR

Compliant

HIPAA

Compliant

CASA

Validated

No model training on your data

Your information stays private and is never used for training

Single sign-on (SSO)

Connect your identity provider for secure, centralized access

Advanced RBAC user permissions

Fine-grained control over access across teams and roles

Advanced data security

Row-level security and granular access controls protect against unauthorized access

Choose your model

Select from leading models from OpenAI, Anthropic, and Google

Organization-wide instructions

Set guardrails and rules that apply across every Agent and Workflow

Visit security center

When the paperwork moves faster, revenue moves faster

Less leakage, faster placement, happier clients.

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Dedicated expert solutions team
Managed builds, implementation, and maintenance
Tailored, proven onboarding methodology
Regularly scheduled office hours
Hands-on AI learning sessions
Priority support when you need it
Collaborative roadmap planning

AI Adoption with vs. without cassidy

FAQ

Find answers to common questions about the platform, security, and getting started. Still have questions? Talk to our team!

How long does it take to get started?

Most teams are running production Workflows within days—not months. Our solutions team handles implementation, builds your first Workflows with you, and provides ongoing optimization.

How does Cassidy keep our data secure?

Cassidy is SOC 2 Type II, HIPAA, and GDPR compliant. Your data is never used to train AI models. Role-based access controls ensure sensitive employee and client information stays protected.

Do we need technical expertise to use Cassidy?

No. If you can describe it, you can build it. Cassidy's no-code platform lets benefits teams create Agents and Workflows without writing code or waiting on IT. Our solutions team can also build alongside you.

Can Cassidy connect with our existing systems?

Yes. Cassidy integrates with the tools benefits teams already use—Google Drive, SharePoint, Excel, Outlook, Slack, Microsoft Teams, Salesforce, and DocuSign. We also support connections to benefits platforms like Employee Navigator, PrismHR, and ADP via API and webhooks.

What insurance workflows can Cassidy automate?

Cassidy can automate a wide range of benefits workflows. Common examples include:

Census data ingestion and normalization
Multi-carrier plan comparisons
Benefits guide generation
Post-enrollment reconciliation and audits
Workers compensation census processing

These are starting points—teams build custom Workflows for renewals, compliance, reporting, and more.

‍

How is Cassidy different from other AI tools?

Cassidy isn't a generic AI chatbot—it's a platform built for benefits operations. We combine no-code Workflows your team can build on with a dedicated solutions team that helps you design, implement, and optimize automations specific to your processes.

Move from idea to production with Cassidy

Thank you! Your submission has been received!

Please enter a valid business email

Benefits runs on data entry. Your team shouldn't.

A complete operating system for benefits operations

Built for how benefits teams actually work

Automate the work that buries benefits teams

Clean census data without the manual scrub

Turn carrier quotes into client-ready comparisons

Generate benefits guides in minutes, not hours

Catch billing errors before they become claims issues

Work that drives real results

How OneDigital Became the First 6,000-Person AI-Native Company

1,000+more workflows we automate

Connects to your benefits tech stack

Secure, governed, and ready for enterprise

When the paperwork moves faster, revenue moves faster

FAQ

Move from idea to production with Cassidy

Benefits runs on data entry. Your team shouldn't.

1,000+
more workflows we automate