Skip to content

Meet your AI Agent for

Invoice Payments 

Accelerate payment processing with automated invoice data extraction and management

Invoice

Invoice Data Extraction 

Effortlessly identify invoices and extract Vendor Name, FEIN Number, Billing Date, Billing Amount, and other data points at 98% accuracy.

Payment Processing

Securely automate transactions to take the pain out of payment processing. Roots ensures seamless payment processing based on your customized authority levels. 

Automated Payment Recording

Once a payment has been processed, Roots automatically updates diary notes in all major claim systems, including Guidewire, Duck Creek, and Majesco, to ensure that critical information is accurately documented and easily accessible.

Team up with our AI Agents to achieve extraordinary results

95% Reduction in Manual Effort
Across Accounts Payable
90% Straight Through
Processing Rates
98% Data Extraction
Accuracy
Key CAPABILITIES

Invoice Payments

AI Agent

small-stars

 

  • Identifies and extraction of data points such as vendor name, FEIN number, bill date, bill amount, and others.

  • Processes payments based on the payment authority set by customers

  • Updates diary notes within claims applications such as Guidewire, Duck Creek, Majesco, and more

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

Submission intake - 1
LEARN MORE
UNDERWRITINGSubmissions Intake

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
loss run - 1
LEARN MORE ABOUT AI AGENT
UNDERWRITINGLoss Run

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 ABOUT AI AGENT
supplemental application
LEARN MORE ABOUT AI AGENT
UNDERWRITINGSupplemental Application

Accelerate underwriting with automated application data processing.

  • Analyzes application details
  • Extracts application data
  • Populates data across systems
LEARN MORE ABOUT AI AGENT
scheduled sovs 4
LEARN MORE ABOUT AI AGENT
UNDERWRITINGSchedules and SOVs

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 ABOUT AI AGENT
1 – 1
LEARN MORE ABOUT AI AGENT
CLAIMSClaims Indexing

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 ABOUT AI AGENT
2 – 1
LEARN MORE ABOUT AI AGENT
CLAIMSClaims Handling

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 ABOUT AI AGENT
3 – 1
LEARN MORE ABOUT AI AGENT
CLAIMSFNOL/FROI Setup

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 ABOUT AI AGENT
4 – 1
LEARN MORE ABOUT AI AGENT
CLAIMSLegal Demands

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 ABOUT AI AGENT
5 – 1
LEARN MORE ABOUT AI AGENT
CLAIMSClaims Summaries

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 ABOUT AI AGENT
6
LEARN MORE ABOUT AI AGENT
CLAIMSMedical Bills

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 ABOUT AI AGENT
acord -5
LEARN MORE ABOUT AI AGENT
UNDERWRITING & CLAIMSACORD Forms

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 ABOUT AI AGENT
policy renewal 6
LEARN MORE ABOUT AI AGENT
UNDERWRITINGPolicy RenewalEfficient renewals with automated monitoring, data extracts, and underwriter notifications.
  • Renewal Monitoring
  • Broker/insured outreach
  • Extracts new renewal data
  • Underwriter alerts
LEARN MORE ABOUT AI AGENT
1 – 1
LEARN MORE ABOUT AI AGENT
POLICY SERVICING AND OPERATIONSPremium Audit

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 ABOUT AI AGENT
5 – 1
LEARN MORE ABOUT AI AGENT
POLICY SERVICING AND OPERATIONSCOI Creation

24/7 COI creation automation that is fast, accurate, integrated, and reliable.

  • Monitors for COI requests
  • Extracts policy details
  • Automates COI creation
LEARN MORE ABOUT AI AGENT
6
LEARN MORE ABOUT AI AGENT
POLICY SERVICING AND OPERATIONSEndorsement Processing

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 ABOUT AI AGENT
4 – 1
LEARN MORE ABOUT AI AGENT
POLICY SERVICING AND OPERATIONSInvoice Payments

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 ABOUT AI AGENT

Ready to get started?

Schedule a personalized solution demonstration to see how Roots can improve your operations.