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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:

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Mailroom Classification

Automate mail sorting for efficient processing and reduced manual work


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Claims Indexing

Quickly index claims documents for faster retrieval and seamless workflows.


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FNOL/FNOI Setup

Streamline initial loss/injury reporting for effective claims management.


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Submissions Intake

Capture and organize submissions efficiently, reducing processing time.


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Premium Audit

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


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COI Creation

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


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Invoice Extraction

Automate invoice data extraction to streamline accounts payable.


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Loss Run Processing

Process and analyze loss run reports for better risk management.


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Claims Summaries

Increase claims clarity with summaries customized by role


Your Data

Implementation Team Members  

Successful implementation relies on close collaboration between your team and ours. Here are the key stakeholders typically involved: 
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Roots Automation Team

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. 

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Client Team

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. 

Our Proven Implementation Process

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. 

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24hr support

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. 

Customer support
Performance

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.  

Ongoing

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. 

Learn More

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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. 

Ready to get started?

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