Meet your AI Agent for
Claims Indexing
Faster claims with automated document classification and indexing

Multi-channel Monitoring
Monitor email, claims systems, and mailrooms for new correspondence, and identify duplicate documents or those not needing review.
Smart Classification
Classify and index claims documents into 50+ customizable categories, and automatically send classification exceptions to subject matter experts.
Optimized Routing
Route files to claims, subrogation, or servicing teams based on customizable rules, and send non-essential documents to storage automatically.
Team up with our AI Agents to achieve extraordinary results
than 8 months
Indexing SLA
Accuracy
Key CAPABILITIES
Claims Indexing
AI Agent
- Monitor email, claims systems and mailrooms for new correspondence
- Classify and index claims documents to 50+ customizable categories
- Automatically send classification exceptions to subject matter experts
- Route files to claims, subrogation, or servicing teams for manual processing based on customizable rules
- Identify duplicate documents or ones that do not need to be reviewed and can be automatically sent to storage
AI Agent Abilities
Interact with Business Systems
AI Agents can easily connect with email inboxes, document storage, and systems of record through APIs, desktop apps, and SFTP. Users can even generate detailed task ‘Flows’ through our language-to-action Generative AI technology.
Team Collaboration
Our patented Human-in-the-Loop (HITL) technology lets your AI Agent work with your experts to solve problems, manage unique situations, and get help instantly using everyday language.
AI Agent Oversight
The Roots Platform Cockpit puts users in control and lets you schedule AI Agents, control throughput limits, track volumes, and generate reports on all workflows.
Process Customization
Easily adjust AI Agents actions to meet your business processes using flexible business rules and logic to handle tasks like policy updates, renewals, and claims processing efficiently.
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Achieve time-to-quote goals by accelerating submissions intake across 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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Deliver loss history data access and insights to underwriters to generate faster and more accurate quotes.
- Analyzes exposure and loss history
- Extracts loss data
- Populates data in 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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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 FNOL/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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- Renewal Monitoring
- Broker/insured outreach
- Extracts new renewal data
- Underwriter alerts
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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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24/7 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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Faster 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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