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Meet your AI Agent for

Endorsement Processing

Manage email policy changes with greater precision and reduced manual effort

Email

Effortless Endorsements

Easily monitor email inboxes for incoming policy change requests and automatically determine the type of modification and line of business. Roots then automatically extracts the required data dynamically, based on the endorsements requested.

Error-Free Updates

Accurate and efficient updates seamlessly integrated into your policy system.

Premium-Bearing Alerts

Set custom thresholds to alert underwriters about changes in premium-bearing endorsements, ensuring timely updates to billing systems and improving overall policy management.

Team up with our AI Agents to achieve extraordinary results

650% ROI in less
than 8 months
10% Reduction in
Underwriting Cost
98% Extraction
Accuracy
Key CAPABILITIES

Endorsement Processing

AI Agent

small-stars

 

  • Monitors email inboxes for policy change requests

  • Classifies type of change and line of business 

  • Extracts key data fields dynamically based on type of change requested 

  • Updates policy administration systems to bind the policy changes

  • Notifies underwriters for premium bearing endorsement changes using customer defined thresholds

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.

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