Policy ServiCIng and Operations
Streamline Policy Servicing and Operations for Faster Turnarounds
Use Roots’ AI Agents for policy servicing tasks like COI creation, endorsement processing, premium audits, and more to enhance operational efficiency and improve customer satisfaction.

Top insurance companies trust Roots





























































Roots AI Agents automate tasks like COI creation, endorsement processing, and premium audits, speeding up operations and improving response times. This automation allows your team to focus on higher-value activities, ensuring quicker, more accurate processing. Faster turnaround times lead to greater customer satisfaction and strengthen relationships with policyholders.
.png?width=300&name=accuracy%20(1).png)
By automating data extraction and processing, Roots’ AI reduces human errors and ensures over 98% accuracy in tasks like endorsement updates and premium audits. This boosts the reliability of data, minimizing disputes and ensuring policyholders and brokers receive accurate, timely information.

Roots AI cuts operational costs by automating manual tasks, reducing the need for extra staff and outsourcing. The AI-powered system allows your team to manage workloads more efficiently, handling surges without additional resources. This scalable solution lowers expenses and improves operational agility while maintaining high service quality.
CHALLENGE
COI and endorsement requests take too long to process
Aside from filing a claim, the average insurance client only speaks with their broker or insurer a few times each year, if that. Typically, when a customer needs to create a Certificate of Insurance (COI) or add a new endorsement. Each of these policy servicing encounters is a significant opportunity to strengthen the relationship and delight the consumer. Unfortunately, policy servicing and operations teams are swamped with many requests, each of which relies on manual and repetitive processes, involves multiple systems, and requires policyholders to provide data.

Roots AI Agents Can Automate Policy Servicing for Faster, Seamless Operations
Roots AI Agents can automate the monitoring of communication channels for requests, ingest and evaluate policy details, extract critical data points, and update underwriting systems for activities like endorsement processing, COI development, and premium audits.
Insurance AI Agents Support Across Business Lines

BENEFITS
See how Roots AI Agents benefit your team
- Improve productivity and speed by automating manual operations such as COI creation, renewals, payments and endorsement processing.
- Improve accuracy with fewer errors relying on AI Agents for data extraction and data entry reduces the possibility of human error, resulting in improved accuracy in policy data, payment information, and audit findings, minimizing disputes and increasing data quality.
- Reduce costs and the need for additional staff by automating administrative tasks and relying less on third-party business process outsourcers.
- Increase team capacity to better adapt to peak periods, offering insurance firms with a scalable digital workforce solution that eliminates the need for temporary staffing.
- Better data quality and insights having AI Agents analyze structured and unstructured data, provides insurers with access to more data to provide better insights for risk assessment and decision-making.
- Improve data quality and insights having AI Agents analyze structured and unstructured data gives insurers access to additional data, allowing you to make better risk assessments and decisions.
- Increase policyholder and broker satisfaction by delivering faster turnaround times, more accurate processing, and prompt responses.