Cassiopeia Release
Speed, control, and smarter connectivity for your key insurance workflows
Insurity’s Cassiopeia release helps insurers move faster across policy administration, underwriting analytics, specialty operations, premium audit, and financial workflows. With clearer workflows, AI-guided support, expanded connectivity, and stronger compliance and finance controls, Cassiopeia enables speed without sacrificing oversight.
What Cassiopeia Delivers
Smarter, faster underwriting decisions
Cassiopeia helps underwriting teams move from data to action faster. AI-guided support and U.S. boundary-based accumulations give teams clearer risk assessment answers and more confidence in pricing and portfolio decisions.
Clearer workflows across core operations
Cassiopeia removes the delays that slow policy, audit, and field work. New policy workflows, in-app notifications, account-level surveys, mobile updates, automated audit processes help teams complete routine work with fewer steps.
Stronger financial and compliance controls
Cassiopeia strengthens oversight in high-impact financial and compliance workflows. HIPAA-readiness enhancements, multicurrency processing, and improved sanction scanning protect sensitive data and support more complex operations.
Better connectivity across the ecosystem
Cassiopeia makes it easier to connect core systems, move data, and extend workflows. Expanded API access, embedded insurance acceleration, and automated cross-product data sharing reduce manual handoffs and speed up operations.
See What’s New in Cassiopeia
Insurance work slows down when teams are forced to navigate dense screens, repetitive steps, manual processes, and disconnected systems. Cassiopeia reduces that friction across the workflows insurers use every day, helping insurers move faster, make better decisions, and stay in control.
Policy Decisions
Faster policy work with fewer interruptions
- Stay on top of policy actions without leaving the application. Real-time notifications and announcements reduce email fatigue, cut context switching, and help you act faster when work completes or errors need attention.
- Navigate general liability and property screens faster with a cleaner, more scannable layout. Top-aligned labels and a more linear structure reduce scrolling, surface required inputs more clearly, and improve efficiency and throughput by 20% or more.
- Simplify workers’ comp updates and error handling. Clearer included and excluded individual workflows, in-context waiver updates, and easier-to-read rating errors help you process transactions faster.
SpatialKey
AI-guided support for faster, more confident underwriting decisions
- Get answers directly inside geospatial workflows. SpatialKey’s Dotty AI guides users through natural-language chat, so you can spend less time searching for documentation, troubleshooting issues, or relying on specialized GIS expertise.
- Evaluate accumulation risk more clearly with U.S. boundary-based views. Analyze concentrations across states, counties, and postal codes to support threshold-based decisions, more accurate pricing, and easier embedding into underwriting workflows.
- Eliminate manual file preparation before import. Automatically transform supported spreadsheets and vector formats, including CSV, Excel, Shapefiles, GeoJSON, GeoPackage, KML, and proprietary GIS formats, so you can move from raw data to analysis faster.
- Expand risk insight with new data providers. Added replacement cost, wildfire, hail, flood, and historic registry data from Confianza, RedZone, Precisely, the National Park Service, JBA, and NOAA give you more ways to assess eligibility and price risk.
Pro Suite
Multi-currency handling and stronger control for sensitive data
- Protect sensitive information with stronger access controls. HIPAA-readiness enhancements improve access logging, role-based access controls, and protected-field support to better meet governance and audit expectations.
- Bring more consistency to multi-currency financial workflows. Multi-currency support in journal entries, disbursements, and related accounting activity reduces disconnected workarounds, enables exchange-rate-aware processing, and creates a stronger foundation for international billing and finance operations.
Marine Suite
Expand insurance reach faster across partner ecosystems
- Get embedded insurance into third-party platforms faster. Marine Suite’s embedded insurance accelerator helps insurers and brokers extend distribution more cost-effectively and cut integration effort from months to days.
- Reduce sanctions friction across co-licensee workflows. Separate watchlist and accept list scanning for co-licensees, plus a better accept list management experience, give compliance teams more clarity and control.
- Modernize certificate and payment experiences. The new shipment certificate UI now supports core onboarding workflows, policy-level enablement, custom welcome messaging, and billing and payments in a more intuitive customer experience.
Premium Audit
Accelerate audits with less manual work
- Move audit data across systems automatically. A new integration sends audit data from Insurity Premium Audit back into Insurity Workers’ Comp Suite with a scheduled job, reducing manual work.
- Simplify statement letter updates and printing. Auditors can now update and create premium adjustment statement letters in the dynamic data collector and batch print them faster, with no more manual handling or slow revisions.
- Prevent overbilling before it happens. Maximum billing limits for premium audit work helps vendors avoid accidental overbilling and reduces billing corrections.
Loss Control
Complete more field work with less repeat effort
- Create surveys once at the account level, not for every policy or location. Avoid rebuilding multiple surveys across related policies so surveyors can complete work faster and policyholders don’t have to provide the same information multiple times.
- Let inspectors finish more work in the field. Mobile app updates support adding forms to a survey and appointments to an account, so surveyors don’t have to go back to the management application for routine follow-up.
- Prevent overbilling before it happens. Maximum billing limits for loss control work helps vendors avoid accidental overbilling and reduces billing corrections.
Workers’ Comp Suite
Faster quote changes and more reliable case handling
- Update multi-unit quotes faster. Schedule pricing and commission override changes can now be applied across eligible units while still honoring each state’s configured credit ranges.
- Keep class code hazard group changes aligned with rate imports and effective dates automatically. New hazard group values now flow through rate imports and into policy and deductible credit logic, so teams can use the right rating information at the right time.
- Capture more useful appointment details in claim case management. Added appointment location, provider name, and work status fields create more complete treatment plan records and support reminders, documents, and follow-up workflows.
Bridge Specialty Suite
Extend specialty workflows with broader API access
- Open more of Bridge to external systems. Expanded APIs for company and user management, listings, documents, and client search make it easier to connect to external systems and surrounding workflows.
- Give specialty teams easier access to key information. Broader external access supports smoother client and document workflows with fewer manual handoffs.
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