Meet your AI Agent for
FNOL & FROI Setup
Automate FNOL/FROI steps for proactive setup, shorter claims processing times, and more efficient claim management

Monitor for New Claims
Check emails, claims systems, and mailrooms for new claim requests, and prioritize them based on their severity.
Automate Claim Setup
Review incoming forms against existing claims and create a new claim records with Claimant Name, Date of Loss, Policy Number, Claim Description, and other details as necessary.
Request Missing Details
Create personalized policyholder claims acknowledgment letters with requests for missing information needed to process their claims.
Team up with our AI Agents to achieve extraordinary results
Claims Setup
for Claims Team
Correspondence
Key CAPABILITIES
FNOL & FROI Setup
AI Agent
- Monitors email, claims systems, and mailrooms for new claims notices
- Checks for existing claims and additional claimants at the same address
- Creates new claim record with key data including Claimant Name, Date of Loss, Policy Number, and Description of Claim
- Identifies missing or incorrect claims data and duplicate documents
- Creates and send claims acknowledgement letters
- Sets reserve estimates based on claims guidelines
AI Agent Abilities
Interact with Your 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
Roots patented Human-in-the-Loop (HITL) technology lets AI Agents 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 you in control of AI Agents across all processes for scheduling, controlling throughput limits, tracking volumes, and generating workflow reports.
Process Customization
AI Agents' activities can be easily adjusted to fit your business processes by utilizing flexible business rules and logic to perform tasks such as policy modifications, renewals, and claims processing.
Explore Other Agents

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
Learn more
LEARN MORE
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
Learn more
LEARN MORE ABOUT AI AGENT
Accelerate underwriting with automated application data processing.
- Analyzes application details
- Extracts application data
- Populates data across systems
Learn more
LEARN MORE ABOUT AI AGENT
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
Learn more
LEARN MORE ABOUT AI AGENT
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
Learn more
LEARN MORE ABOUT AI AGENT
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
Learn more
LEARN MORE ABOUT AI AGENT
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
Learn more
LEARN MORE ABOUT AI AGENT
Rapid legal demand request identification with triage, extraction and subrogation support.
- Identifies legal requests
- Extracts key legal data
- Alerts adjusters to time sensitive responses
Learn more
LEARN MORE ABOUT AI AGENT
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
Learn more
LEARN MORE ABOUT AI AGENT
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
Learn more
LEARN MORE ABOUT AI AGENT
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
Learn more
LEARN MORE ABOUT AI AGENT
- Renewal Monitoring
- Broker/insured outreach
- Extracts new renewal data
- Underwriter alerts
Learn more
LEARN MORE ABOUT AI AGENT
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
Learn more
LEARN MORE ABOUT AI AGENT
24/7 COI creation automation that is fast, accurate, integrated, and reliable.
- Monitors for COI requests
- Extracts policy details
- Automates COI creation
Learn more
LEARN MORE ABOUT AI AGENT
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
Learn more
LEARN MORE ABOUT AI AGENT
Faster payments processing with automated invoice data extraction and handling.
- Identifies invoices in emails and attachments
- Extracts payment details
- Processes payments through claim systems
Learn more
LEARN MORE ABOUT AI AGENT