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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.

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Ai Agents

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 

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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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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 Applications

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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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
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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
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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
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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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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
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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
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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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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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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
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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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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
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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
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AI Agents Benefits

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.  

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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.

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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. 

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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.

Learn More About InsurGPT™

TRUST CENTER

Secure and Compliant  


Roots meet ISO 27001, SOC 2 Type 2, HIPAA and CCPA compliance requirements.

Ready to get started?

Schedule a personalized solution demonstration to see if Roots is a fit for you.