CUSTOMER EXPERIENCE
AI Agent Implementation Success
At Roots, we recognize that implementing new technology can be intimidating. That is why we have recruited some of the best and brightest for our customer success and implementation teams.
Accelerating AI Deployment for Smarter Business Decisions
Our goal is to get your AI Agents to production as fast as possible and to make sure they deliver value from day ONE.
Common Insurance AI Agent implementations include:

Automate mail sorting for efficient processing and reduced manual work

Quickly index claims documents for faster retrieval and seamless workflows.

Streamline initial loss/injury reporting for effective claims management.

Capture and organize submissions efficiently, reducing processing time.

Verify premium calculations and maintain accurate records with AI-driven audits.

Automate the Certificates of Insurance (COI) process using extracted policy details.

Automate invoice data extraction to streamline accounts payable.
Process and analyze loss run reports for better risk management.

Increase claims clarity with summaries customized by role
Your Data
Implementation Team Members

Our Customer Success Managers, Project Managers, Business Analysts, Solution Architects, and Automation Engineers work closely with your team at every stage of implementation. With deep expertise in insurance operations and automation, we ensure that your AI Agents are designed, deployed, and optimized to meet your exact requirements—seamlessly integrating into your workflows for maximum impact.
.png?width=300&name=user%20(2).png)
Your subject matter experts (SMEs) are important participants in defining current workflows, providing insights, and evaluating AI Agent performance. Your IT department helps with necessary connections, APIs, and ensuring data security. Finally, your project managers collaborate with our team to monitor progress, manage timetables and resolve any issues.
A Phased Approach
Here is how our phased approach white-glove implementation typically works:
Phase 1
Kickoff
We introduce your dedicated project team, align on goals, establish key objectives, timelines, and success metrics to ensure a smooth implementation.
Phase 2
Connection and Setup
We will work with your IT team to establish the necessary IT infrastructure, configure API connections, and ensure secure data access.
Phase 3
Scoping and Design
We analyze your existing workflows, define the automation scope, and design optimized future-state processes that maximize efficiency and accuracy.
Phase 4
AI Agent Training
We fine-tune your AI Agent using your real-world data and annotated examples, refining the InsurGPT model and Roots' Platform automation capabilities through iterative improvements for accuracy and performance.
Phase 5
User Acceptance Testing (UAT)
We rigorously test the AI Agent using real test cases from your team, fine-tuning its outputs based on user feedback to ensure optimal performance.
Phase 6
Deployment and Hypercare
The AI Agent is deployed to work in your production environment, and we closely monitor its performance through the Roots Platform, ensuring continuous optimization and long-term success.
Ongoing Support & Continuous Improvement
Our commitment to your success doesn’t end at deployment. Roots Automation has a dedicated Continuous Improvement (CI) team that actively monitors all AI Agents in production, ensuring they continue to perform at peak efficiency while adapting to your evolving business needs.
Seamless Handoffs
Before transitioning to CI, our engineers provide full knowledge transfer on your AI Agent’s workflow and automation process.


24/7/365 Monitoring & Support
We track AI Agent performance in real time, resolving issues before they impact operations.
Rapid Issue Response
Our team quickly addresses support requests via email and is available for live triage calls.


Performance Optimization
We continuously refine models and workflows to improve straight-through processing rates and accuracy.
Ongoing Enhancements
As your business evolves, we adjust automation logic, improve error handling, and implement refinements.

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.

