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AI Platform

Drive Transformation Across Your Organization

 Empower your team with enterprise-grade, pre-trained insurance AI agents to boost productivity and streamline operations across your organization.

Platform - Main
Transform your Insurance Operations

Deliver Value Fast To Grow Your Business

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Reduce
Claims Leakage

Streamline operations and enhance decision-making processes to significantly reduce claims leakage, improve your combined ratio and overall financial performance.

automate
Accelerate
Quoting Cycles

Increase underwriting capacity and accelerate quote turnaround times to drive revenue growth, while maintaining a competitive edge in a rapidly evolving market.

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Delight Policyholders
and Brokers

Boost policyholder and broker satisfaction through improved communication, faster response times, and quicker claims resolution.

Top Insurance Companies Trust Roots

Berkshire Hathaway Specialty Insurance Logo
Eastern Alliance Logo
Carisk Partners
Engle Martin Logo
SCOR Logo
The Zenith Logo
Berkshire Hathaway Homestate Companies Logo
CIA Insurance Adjusters Logo
Mutual of Enumclaw Insurance
Berkshire Hathaway Guard Insurance Companies Logo
Protective Insurance Logo
Pearl Insurance Logo
Berkshire Hathaway Specialty Insurance Logo
Eastern Alliance Logo
Carisk Partners
Engle Martin Logo
SCOR Logo
The Zenith Logo
Berkshire Hathaway Homestate Companies Logo
CIA Insurance Adjusters Logo
Mutual of Enumclaw Insurance
Berkshire Hathaway Guard Insurance Companies Logo
Protective Insurance Logo
Pearl Insurance Logo
Berkshire Hathaway Specialty Insurance Logo
Eastern Alliance Logo
Carisk Partners
Engle Martin Logo
SCOR Logo
The Zenith Logo
Berkshire Hathaway Homestate Companies Logo
CIA Insurance Adjusters Logo
Mutual of Enumclaw Insurance
Berkshire Hathaway Guard Insurance Companies Logo
Protective Insurance Logo
Pearl Insurance Logo
Berkshire Hathaway Specialty Insurance Logo
Eastern Alliance Logo
Carisk Partners
Engle Martin Logo
SCOR Logo
The Zenith Logo
Berkshire Hathaway Homestate Companies Logo
CIA Insurance Adjusters Logo
Mutual of Enumclaw Insurance
Berkshire Hathaway Guard Insurance Companies Logo
Protective Insurance Logo
Pearl Insurance Logo
Berkshire Hathaway Specialty Insurance Logo
Eastern Alliance Logo
Carisk Partners
Engle Martin Logo
SCOR Logo
The Zenith Logo
Berkshire Hathaway Homestate Companies Logo
CIA Insurance Adjusters Logo
Mutual of Enumclaw Insurance
Berkshire Hathaway Guard Insurance Companies Logo
Protective Insurance Logo
Pearl Insurance Logo

A powerful suite of tools, right at your fingertips

Experienced AI Agents

Leverage Our Pre-Built, Self-Learning AI Agents

Available 24/7/365—no holidays, no sick days. They're always ready to work and deliver results!  

Submission Intake Underwriting AI Agent
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UNDERWRITINGSubmissions Intake

Achieve time-to-quote goals by accelerating submissions intake from 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 Underwriting AI Agent
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UNDERWRITINGLoss Run

Provide underwriters with access to loss history data and insights to generate faster, more accurate quotes.

  • Analyzes exposure and loss history
  • Extracts loss data
  • Populates data into required systems
  • Out-of-the-box support for most carriers
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Supplemental Application Underwriting AI Agent
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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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Schedules and Statement of Value Underwriting AI Agent
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UNDERWRITINGSchedules and SOVs

Enable 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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Claims Indexing Insurance AI Agent
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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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Claims Handling Insurance AI Agent
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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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FNOL/FROI Setup Insurance Claims AI Agent
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CLAIMSFNOL/FROI Setup

Automate First Notice of Loss (FNOL) / First Report of Injury (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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Legal Demands Insurance Claims AI Agent
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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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Claims Summaries Insurance AI Agent
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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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Medical Bills Insurance AI Agent
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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 Forms Insurance AI Agent
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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 Insurance AI Agent
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UNDERWRITINGPolicy Renewal

Enable efficient renewals with automated monitoring, data extracts, and underwriter notifications.

  • Renewal monitoring
  • Broker/insured outreach
  • Extracts new renewal data
  • Underwriter alerts
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Premium Audit Policy Servicing and Operations
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POLICY SERVICING AND OPERATIONSPremium Audit

Drive 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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COI Creation Insurance AI Agent
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POLICY SERVICING AND OPERATIONSCOI Creation

Empower your team with 24/7 Certificate of Insurance (COI) creation automation that is fast, accurate, integrated, and reliable.

  • Monitors for COI requests
  • Extracts policy details
  • Automates COI creation
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Endorsement Processing Insurance AI Agent
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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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Invoice Payments Insurance AI Agent
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POLICY SERVICING AND OPERATIONSInvoice Payments

Accelerate 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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how it works

Built To Seamlessly Drive Productivity

See Roots in Action
Browse case studies to learn how customers are successfully using AI to drive productivity and grow their business.
eastern - case study
100x Boost in Claims Processing at Eastern Alliance
Explore how Eastern Alliance's claims processing was transformed by automating document indexing, saving over 2,700 human hours. 
fnol-paperwork
How a Top Insurer Automated FNOL Claims
Discover how a Berkshire Hathaway insurance conglomerate automated the FNOL claims setup process.
Case study 8
Fortune 500 Insurer Automated Premium Audits
Learn how AI helped a leading insurance carrier automate their premium audit process, reducing costs and improving efficiency. 
TRUST CENTER

Building AI Responsibly  


At Roots, our singular focus is supporting insurance companies in delivering on their customer promises while keeping the trust and security of our AI at the forefront of everything we do.

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Our Commitment to Responsible AI
Insurers must prioritize fairness and transparency to make unbiased, fact-based AI decisions. Roots simplifies this with an ethical AI framework based on eight core principles, ensuring explainable decisions, strong data protection, and ongoing improvement to maintain trust and compliance. 

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Roots’ AI Research and Development
Roots is dedicated to AI research that directly addresses practical problems. Our work emphasizes advanced post-training methods and reasoning capabilities, enabling AI models to simplify complex tasks, make business processes more effective, automate routine tasks, and improve decision-making. 
TRUST CENTER

Secure and Compliant  


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

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