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Meet your AI Agent for

Submissions Intake

Speed submission processing to deliver quotes faster using automated clearance, data extraction, and priority routing

Submission-Intake – 1

Multi-Channel Monitoring

Monitor email, broker portals , and mailroom output and identify new business submissions and applications.

Submission Clearance

Eliminate backlogs and accelerate clearance activities with automated submission classification and data extraction from broker emails and attachments detailing insured information, line of business, coverage dates,  and other information.

Request Missing Details

Review documents to identify and prioritize high value, complex, or urgent submissions and automatically assign them to the appropriate underwriting team using your customizable rules.

Key CAPABILITIES

Submission Intake

AI Agent

small-stars

 

  • Monitors email inboxes, mailroom or broker systems for new business submissions /applications 

  • Ingests, analyzes, classifies, and files documents and submissions 

  • Extracts required data from the broker email and applications, such as broker information, insured information, LOB, coverage dates, etc. 

  • Triages high priority and time sensitive submissions based on document and email contents

  • Assigns submission to relevant underwriting resource/team, based on carrier's business rules 

  • Checks for prior applications submission 

  • Populates underwriting and ratings systems with relevant data points 

  • Submits applications to the quoting queue or system 

  • Performs auto-declination of undesirable risks/coverage based on underwriting guidelines

Team up with our AI Agents to achieve extraordinary results

10% Reduction in
Underwriting Costs
90% Fewer Errors in
Premium Calculations
90% Increase in Data Extracted
from Broker Submissions

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
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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
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loss run - 1
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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
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supplemental application
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UNDERWRITINGSupplemental Application

Accelerate underwriting with automated application data processing.

  • Analyzes application details
  • Extracts application data
  • Populates data across systems
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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
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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
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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
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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
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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
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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
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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
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acord -5
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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
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policy renewal 6
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UNDERWRITINGPolicy RenewalEfficient renewals with automated monitoring, data extracts, and underwriter notifications.
  • Renewal Monitoring
  • Broker/insured outreach
  • Extracts new renewal data
  • Underwriter alerts
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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
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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
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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
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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
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Ready to get started?

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