Submission Intake
Streamline Your Submission Intake with Roots AI
Use AI to automate data extraction, document classification, and compliance checks, speeding up underwriting processes and reducing errors. It can increase your teams capacity by 3-5x without adding headcount, boosting efficiency and lowering operational costs.

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Streamline your submission intake process with Roots’ AI Agents which can drastically reduce data extraction and clearance times. This means faster turnaround on new business opportunities, enabling your underwriting team to respond to more submissions and quote more deals.

Leverage Roots’ AI Agents to automatically check for uninsurable risks, ensure compliance with business rules, and classify risks with precision. This results in fewer errors, greater consistency, and enhanced risk assessment — all while adhering to regulatory standards.

Boost your underwriting team's capacity by 3-5x with Roots’ AI Agents, allowing your team to handle end of quarter peak demand without increasing headcount. This helps manage growing submission volumes while keeping operational costs low.
CHALLENGE
Slow, error-prone submission intake delays quoting and frustrates brokers...losing you business
Underwriting teams struggle with an overwhelming number of submissions, compounded by inconsistent documents, complex loss runs, and unstructured data. The manual process of sorting through this information delays quote generation, reduces quoting opportunities, and leads to errors that impact premium revenue.

Automate Submission Intake for Faster, Error-Free Underwriting
Roots’ Submission Intake AI Agent automates the entire process. It efficiently monitors submission channels, classifies documents like ACORD forms, extracts key data from loss runs, and requests missing information from brokers. By speeding up data intake and processing, Roots enables underwriting teams to respond faster, reduce errors, and handle higher submission volumes with ease.
Insurance AI Agents Support Across Business Lines

How It Works
How AI Agent Driven Submission Intake Works
Monitor
Watch email inboxes, mailroom output, or broker systems for new submissions
Classify
Ingest, analyze, classify, and index applications, statements of value, loss runs and broker letters
Extract
Identify all the crucial data points like coverage requests, previous policy number, loss amounts paid, date of previous claims and dates
Data Input
Deliver data automatically to appropriate raters and quoting systems
Assign to Teams
Assigns submissions to the relevant underwriting resource/team based on predefined rules
Review Submission Completeness
Review submission requests to identify missing elements and request them from brokers
Check for Market Reservation and Sanctions
Identify insured parties and lines of business for market reservation and sanction lists checks
Augment with 3rd Party Data
Add data from a third parties and in-house systems to support assessment
Open New Accounts
Streamline new accounts opening and populate with required data points
BENEFITS
Revolutionize Submission Intake with Roots: Automate, Scale, and Optimize for Maximum Efficiency and ROI
- Reduce submission setup times automate data extraction and cut submission setup and clearance time by 80%.
- Ensure compliance and consistency by reading ACORD forms, checking for uninsurable risks based on predefined business rules, and classifying risks and matching them to predefined thresholds.
- Increase workforce capacity and scale underwriting team capacity by 3-5x to better handle demand peaks.
- Lower operational costs and achieve faster, more accurate processing without needing to add extensive internal capabilities or centers of excellence, reducing overall operational expenses.
- Reduce employee burnout and eliminate manual tasks and automate repetitive, error-prone tasks.
- Drive high ROI quickly with pre-trained AI Agents ready on day one, delivering a typical ROI of 250%, with no heavy investment in data, IT, or infrastructure.
- Reduce time-to-quote cycles and win more business.
- Generate more premiums by increasing the accuracy of the data required to price and assess risk.