Meet your New AI Agent Workforce
Roots' AI Agents are pre-trained for insurance and work around the clock with a 98% accuracy rate. They streamline claims and underwriting by extracting data and automating tasks. Our secure, compliant agents are fully integrated with InsurGPT™ and use Human-in-the-Loop to increase efficiency, decrease expenses, and free up your team for strategic work.

Your Ideal Employee. Digitized.
Roots' pre-trained AI agents think, read, and understand just like people do, possessing the same level of insurance industry expertise as somebody with years of experience.
Collaboration Ready
Our AI Agents are skilled at managing tasks and working with your team's experts. They can handle exceptions based on the rules you configure and request real-time help using natural language.
Always Available
AI Agents are always on, ultra-secure, and deliver ROI from their first day on the job.
PICK AND CHOOSE THE right AGENTS FOR YOU
Get To Know Your New AI Agent Workforce

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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Ready to Contribute on Day One
With out of the box insurance knowledge, AI Agents contribute to team efficiency, add extra capacity, reduce costs associated with manual and outsourced activities, and work at 98% accuracy, freeing your current team members to focus on more complex and strategic tasks.


Reduce Internal and BPO Costs
Take control of your document processing with Roots and use AI to significantly cut costs and reduce reliance on BPOs. Gain greater control over your underwriting data pipeline.
Continuous Learning
With our patented Human-in-the-Loop approach, the Roots platform ensures continuous learning and accuracy while enabling real-time collaboration between your employees and the InsurGPT AI model.


Integration with InsurGPT™
Our pre-trained insurance AI model designed, which acts as the ‘brains’ of our AI Agents. It knows how to ingest, analyze, classify, and process both structured and unstructured insurance documents reducing costs and increasing straight through processing.
TRUST CENTER
Secure and Compliant
Roots meet ISO 27001, SOC 2 Type 2, HIPAA and CCPA compliance requirements.





