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Platform

Accelerate your insurance automation transformation with a single unified platform

AI Agents

The always working AI Agents trained in insurance so your team can get more done

Cockpit

Direct oversight and monitoring of AI Agent activities, results, work assignments

Human-in-the-loop

Drive continuous learning and improve accuracy during exception handling with real-time collaboration

InsurGPT

The insurance brains embedded within the Roots Platform and AI Agents

Workflow Orchestration 

Multi-system process automation and integrations with the tools your team uses daily 

Responsible AI

Our transparent, ethical and trustworthy approach to AI in insurance
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AI Agent Library

Discover Root's comprehensive collection of AI agents tailored for insurance companies. Find out how you can enhance your workforce with these advanced AI solutions.

Meet AI Agents

Underwriting Automation

Automate Tasks, Accelerate Quotes, Boost Capacity and Premium Revenue

Submission Intake 

Achieve time-to-quote goals by accelerating submission intake across all sources 

Loss Run Processing

Deliver loss history data access and insights to underwriters to generate faster and more accurate quotes

Policy Servicing

Manage your policies efficiently with our streamlined services, ensuring accuracy and ease at every step."

Premium Audit

Perform efficient premium audits with 98%+ accuracy, automated data extraction, and system integration

Claims

Experience quick and fair claims processing, providing you with peace of mind and reliable support.

FNOL/FROI Setup

Automate FNOL/FROI steps for speedier processing, proactive setup, and more efficient claims management

Claims Indexing + Handling

Streamline claims processing with classification, indexing, routing, data extractions for faster claims cycle times

menu-featured-aiagents

AI Agent Library

Discover Root's comprehensive collection of AI agents tailored for insurance companies. Find out how you can enhance your workforce with these advanced AI solutions.

Meet AI Agents

Why Roots

Discover why Roots is uniquely positioned to assist you in managing your insurance automation needs.

Case Studies

Learn how customers have managed their AI needs with Roots.

Security and Compliance

Discover how Roots ensures your data's security by visiting our Trust Center. 

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Security and Compliance

Discover how Roots ensures your data's security by visiting our Trust Center.

Learn More

Resources

Access our library of whitepapers, infographics, and eBooks to enhance your Agentic AI knowledge. Download now and stay ahead!

Blog

Stay updated with the latest trends and insights in Agentic AI on the Roots Automation blog. Discover expert articles, industry news, and practical tips to help you navigate the future of automation.

Webinars

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Whitepaper - Top - Menu

State of AI Adoption in Insurance 2025

Maximize your AI potential! Download our report to gain expert insights into strategic adoption, must-have capabilities, and top use cases for a competitive edge.

Download Now

About Roots

Learn more about Roots, our mission, and our journey. Discover how we're transforming work-management with innovative solutions.

Leadership

Meet the visionary leaders driving Roots forward. Get to know our experienced team committed to excellence and innovation.

Why Roots

Understand why Roots is the preferred choice for work-management. Explore our unique features, customer success stories, and the benefits of partnering with us.

Partners

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Schedule a Demo

Schedule a personalized demo to see how our solutions can transform your work-management processes.

Contact Us

Get in touch with the Roots team. Whether you have questions, need support, or want to explore partnership opportunities, we're here to help.
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Roots Unveils Bold Rebrand and New Era in AI Innovation

Roots, formerly Roots Automation, is rebranding to reflect its expanded vision in AI solutions for insurers. Discover the new logo and redesigned website at www.roots.ai, showcasing Roots' commitment to AI innovation and progress.

Read More

Premium Audit

Optimize and Automate Audits Activities

Use Roots’ AI Agents to streamline your workers' compensation audits with Roots' AI Agents. Reduce errors, speed up processing, and optimize premium revenue—all while enhancing customer satisfaction.

Request a Demo

Audit-1

Top insurance companies trust Roots

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eastern-alliance
carisk
engle-martin
scor
zenith
bhhc
cia
enumclaw
bk-guard
protective
pearl-insurance
bhsi
eastern-alliance
carisk
engle-martin
scor
zenith
bhhc
cia
enumclaw
bk-guard
protective
pearl-insurance
bhsi
eastern-alliance
carisk
engle-martin
scor
zenith
bhhc
cia
enumclaw
bk-guard
protective
pearl-insurance
bhsi
eastern-alliance
carisk
engle-martin
scor
zenith
bhhc
cia
enumclaw
bk-guard
protective
pearl-insurance
bhsi
eastern-alliance
carisk
engle-martin
scor
zenith
bhhc
cia
enumclaw
bk-guard
protective
pearl-insurance
rush (1)
Accelerate Audit Processes

Streamline data extraction and analysis with AI automation, reducing errors and speeding up audit completion for faster, more efficient workers' compensation audits. 

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Maximize Premium Revenue

Identify additional premium opportunities through accurate audits, helping you collect the correct premiums based on job classifications and business size. 

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Enhance Customer Experience

Deliver smoother, faster audits with minimal manual effort, improving both auditor and client satisfaction with quicker, more accurate results. 

Challenge

Workers compensation premium audits take too long to complete and cause unnecessary leakage

Workers compensation premium audits are critical to ensure maximum revenue for the risks underwritten. Unfortunately, they are data demanding, necessitating back-and-forth data collection from clients. Premium audit activities can result in errors, delays, and, worst of all, a negative customer experience due to manual processes, challenges in acquiring accurate information, scheduling conflicts, and the need for data intensive analytics. 

Agent - 1

Faster, Accurate Workers Comp Premium Audits 

With Roots, insurance firms may deliver faster workers compensation premium audit times and overcome capacity constraints that typically hinder the process. Our Premium Audit AI Agent automates manual activities including data extraction and analysis from audit questionnaires, payroll reports, tax returns, and 1099 information, resulting in much less manual effort and errors. Receive the premium money you deserve while delighting your auditors and customers with faster, painless and more accurate audits. 

Request a Demo

Insurance AI Agents Support Across Business Lines

General Liability
Property
Commercial Auto
Workers Compensation
Disability
Umbrella / Excess
Professional Liability
Product Liability
Cyber
Pet
Life
Health
General Liability
Property
Commercial Auto
Workers Compensation
Disability
Umbrella / Excess
Professional Liability
Product Liability
Cyber
Pet
Life
Health
General Liability
Property
Commercial Auto
Workers Compensation
Disability
Umbrella / Excess
Professional Liability
Product Liability
Cyber
Pet
Life
Health
General Liability
Property
Commercial Auto
Workers Compensation
Disability
Umbrella / Excess
Professional Liability
Product Liability
Cyber
Pet
Life
Health
General Liability
Property
Commercial Auto
Workers Compensation
Disability
Umbrella / Excess
Professional Liability
Product Liability
Cyber
Pet
Life
Health
AI Agents - horizontal

How It Works

How AI Agent Powered Workers Compensation Premium Audits Work?

INGEST

Automated Classification 

Audit packages are automatically pulled for scanning, classification, analysis and split into individual document types for data extraction 

PROCESS

Audit Data Extraction 

The Premium Audit AI Agent extracts required audit data from payroll reports, tax forms and the audit questionnaire including key information such as:  

  • Company  
  • Policy number  
  • State 
  • Job classification codes  
  • Payroll amounts 

 


Missing Data Requests 

If information is missing requests are sent via email to customers 

REVIEW

Premium Updates 

When the auditor completes their review and finalizes the audit calculation the new premium is the billing system is updated, and the insured and broker/agent are notified 

BENEFITS

Automate and optimize your premium audit process for workers' compensation 

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  • Increase premium revenue by completing more premium audits and identifying more customers where you can request additional premium payments based on factors like the organization's size or changes in job classifications. 

  • Improve risk assessments and analyze more data to gain a better understanding of customer's risk profile, leading to better policy pricing. 

  • Improve premium audit accuracy and turnaround times using AI to interpret and analyze payroll data, reducing errors in premium calculations and complete audits faster. 

  • Increase efficiency and reduce premium audit costs automating the audit process reduces costs linked to manual labor and allows current resource to accomplish more audits. 

  • Deliver a better customer experience using a more streamlined and efficient process through automated audits. 

Ready to get started?

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