AI Platform
Drive Transformation Across Your Organization
Empower your team with enterprise-grade, pre-trained insurance AI agents to boost productivity and streamline operations across your organization.

Transform your Insurance Operations
Deliver Value Fast To Grow Your Business

Claims Leakage
Streamline operations and enhance decision-making processes to significantly reduce claims leakage, improve your combined ratio and overall financial performance.

Quoting Cycles
Increase underwriting capacity and accelerate quote turnaround times to drive revenue growth, while maintaining a competitive edge in a rapidly evolving market.

and Brokers
Boost policyholder and broker satisfaction through improved communication, faster response times, and quicker claims resolution.
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A powerful suite of tools, right at your fingertips
Experienced AI Agents
Leverage Our Pre-Built, Self-Learning AI Agents
Available 24/7/365—no holidays, no sick days. They're always ready to work and deliver results!

Achieve time-to-quote goals by accelerating submissions intake from all sources with triage, data extraction, priority routing, and automated clearance processes.
- Monitors for new submissions
- Classifies and routes requests
- Extracts required data
- Populates underwriting and ratings systems
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Provide underwriters with access to loss history data and insights to generate faster, more accurate quotes.
- Analyzes exposure and loss history
- Extracts loss data
- Populates data into required systems
- Out-of-the-box support for most carriers
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Accelerate underwriting with automated application data processing.
- Analyzes application details
- Extracts application data
- Populates data across systems
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Enable rapid schedule analysis for employee benefits, Statements of Value (SOV), vehicles, and property schedules via automated extraction.
- Analyzes schedules and SOV details
- Extracts schedules and SOV data
- Populates schedules and SOV data across systems
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Automate document classification, indexing, and routing for faster claims intake.
- Monitors for claims files
- Classifies claims documents
- Routes files to best team
- Identifies duplicate files
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Automate claims operations to speed up and improve the accuracy of evaluations, reserve setting, settlements, and everyday claim activities, for increased efficiency and cost savings.
- Classifies and routes claims documents to the best team
- Extracts key claims data and populates systems
- Sets initial reserves
- Completes diary and claims files updates
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Automate First Notice of Loss (FNOL) / First Report of Injury (FROI) steps for speedier claims processing, proactive setup, and more efficient management.
- Identifies FNOL/ FROI requests
- Extracts key data
- Looks for existing claims
- Creates new claim file
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Rapid legal demand request identification with triage, extraction and subrogation support.
- Identifies legal requests
- Extracts key legal data
- Alerts adjusters to time sensitive responses
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Increase claims clarity with summaries customized by role.
- Analyzes claim records and activity notes
- Creates claims digest reports
- Customizes summaries by role
- Summarizes across multiple documents
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Expedite and improve bill review operations for faster bill payment and processing.
- Identifies medical bills
- Analyzes multiple bill types
- Extracts key data points
- Validates provider information
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Automate ACORD forms to improve data availability and accuracy in underwriting and claims records.
- Analyzes ACORD form details
- Extracts ACORD form data
- Populates ACORD data across systems
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Enable efficient renewals with automated monitoring, data extracts, and underwriter notifications.
- Renewal monitoring
- Broker/insured outreach
- Extracts new renewal data
- Underwriter alerts
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Drive efficient premium audits performed with 98%+ accuracy, automated data extraction, and system integration.
- Classifies audit documents
- Extracts audit data and populate systems
- Automatically requests missing data
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Empower your team with 24/7 Certificate of Insurance (COI) creation automation that is fast, accurate, integrated, and reliable.
- Monitors for COI requests
- Extracts policy details
- Automates COI creation
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Streamline email-based policy change requests with high accuracy and minimal manual effort.
- Monitors email for policy change requests
- Identifies Line of Business
- Extracts change request type and data
- Processes requests automatically
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Accelerate payments processing with automated invoice data extraction and handling.
- Identifies invoices in emails and attachments
- Extracts payment details
- Processes payments through claim systems
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Built To Seamlessly Drive Productivity



TRUST CENTER
Building AI Responsibly
At Roots, our singular focus is supporting insurance companies in delivering on their customer promises while keeping the trust and security of our AI at the forefront of everything we do.


TRUST CENTER
Secure and Compliant
Roots meets ISO 27001, SOC 2 Type 2, HIPAA, and CCPA compliance requirements.





