10–15 hrs
The average commercial-lines CSR spends 10–15 hours per week on COI processing — on a task that adds zero strategic value.
5G Vector
Cassian AI
Cassian Consulting, LLC.
Certificate of insurance workflow automation for independent agencies
Cassian AI helps independent commercial insurance agencies reduce the manual work behind certificate requests without replacing your AMS or removing judgment from the process.
Your AMS stays. Your judgment stays. The busywork does not.
10–15 hrs / week the average commercial-lines CSR spends on certificate processing — a task that adds zero strategic value.
COI processing is a silent tax on commercial capacity.
Certificate requests keep arriving. CSRs keep typing. Owners keep paying for hours that never reach production, retention, or growth — while buyers quietly score the agencies that have already modernized.
$65,000+
At a fully loaded cost of $35/hr, one CSR spending 12 hours/week on COIs costs $21,840 per year. A 3-CSR commercial team burns $65,000+ annually on manual certificate processing.
5G Vector
60%
Independent agencies spend roughly 60% of operational time on routine admin that could be automated.
OS For Your Business
$81,900
Analysis of 47 independent agencies: AI workflow automation saved an average of 23.5 hours per week per agency — over $81,900 in annual savings at a $35/hr loaded cost.
OS For Your Business
Valuation lever
Buyers increasingly reward agencies that treat tech infrastructure as a valuation lever, not a cost center — modernized, documented workflows lift the multiple.
Kadence
Assess the workflow. Then implement with a fixed scope.
Certificate of insurance automation for independent commercial insurance agencies — typically 5 to 50 people. We do not replace your AMS. We do not remove underwriting or service judgment. We take the repetitive work out of the request.
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15-minute Introductory Call
Free
A short fit conversation. If the workflow is not a match, we say so and you leave with a clearer view of your workflow. If it is, you leave knowing what the assessment would actually look at.
What’s happening
- Qualifying whether your COI volume, systems, and team size fit
- Quantifying the pain in hours, cost, and dropped requests
- A short demo of what a working certificate workflow looks like
- A clear next step: the assessment
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COI Workflow Assessment
A paid diagnostic that maps how certificates actually move through your agency — then recommends a specific automation path tied to measurable annual return.
If the assessment does not uncover at least 3× its fee in realistic annual ROI, the fee is returned.
What’s happening
- 1–3 sixty-minute interviews with stakeholders and operators
- A before-and-after workflow map of the certificate process
- Findings and recommendations report
- A live walkthrough of what to implement — and what to leave alone
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Implementation and pilot support
Fixed-scope configuration of the systems and automations in the assessment. You own the software, the data, and the configuration. Cassian retains the IP.
If you move forward with implementation within 30 days of delivery, the full assessment fee is credited toward the implementation cost.
What’s happening
- We configure the systems and automations for you
- You own the tools, data, and configuration
- Loom video demonstrations of every workflow we ship
- Scoped configuration changes through the pilot
Your AI and automation partner.
Cassian AI was founded by Jahleel Jackson, an AI engineer who has shipped systems for a Fortune 500 consulting firm, a federally funded research institute, and an NSF-backed product incubator.
The pattern across every engagement was the same: leadership knew automation could help, but no one had turned that intuition into a concrete plan tied to real workflows and measurable return.
We work with owner-operated independent insurance agencies that want technology to compound their advantage—without compromising the craft and relationships that built them.
Where the work was forged.
Prior institutions and companies that shaped how Cassian diagnoses systems and ships operational change.
A clear path from fit to launch.
Three stages. Two guarantees. Vendor subscriptions and platform fees are billed separately — you own the software.
Introductory call
15 minutes to establish fit and whether the COI workflow is worth diagnosing.
Free
COI Workflow Assessment
We quantify active work, wait time, interruptions, turnaround time, errors, rework, bottlenecks, and operational risk. You receive two to three intervention options, an impact-versus-effort prioritization, one clear recommendation, a future-state roadmap, business-case scenarios, and a preliminary fixed-price implementation estimate.
$1,499
Implementation & pilot support
Fixed-scope configuration, Loom walkthroughs, and scoped changes through pilot. You own the systems, data, and configuration.
starting at $2,999
How the risk sits with us
Assessment guarantee
3× or the fee comes back
If the $1,499 assessment does not uncover at least $4,497 in realistic annual ROI from the COI workflow, the assessment fee is returned. You keep the report either way.
Implementation credit
Full fee credited within 30 days
Decide to move into implementation within 30 days of assessment delivery, and the entire $1,499 is credited toward the implementation cost — so the diagnostic is effectively applied, not spent twice.
The cost of leaving it manual.
Pre-filled with a typical 3-CSR commercial desk. Adjust the numbers. Watch the annual drag — and a realistic recovery range — update live.
Expected recovery
If you automate the busywork
$24,480
25% recoverable
Pessimistic
$14,688
15% recoverable
Optimistic
$48,960
50% recoverable
At the expected recovery rate, a $1,499 assessment pays back in about 0.7 months of recovered capacity.
Illustrative estimate only—not a guarantee. Actual results depend on workflow volume, systems, and adoption.
Book a 15-minute introductory call
Pick a time that works. We’ll talk through your workflows and whether an assessment is the right next step.