Meet your AI Agent for
Submissions Intake
Speed submission processing to deliver quotes faster using automated clearance, data extraction, and priority routing

Multi-Channel Monitoring
Monitor email, broker portals , and mailroom output and identify new business submissions and applications.
Submission Clearance
Eliminate backlogs and accelerate clearance activities with automated submission classification and data extraction from broker emails and attachments detailing insured information, line of business, coverage dates, and other information.
Request Missing Details
Review documents to identify and prioritize high value, complex, or urgent submissions and automatically assign them to the appropriate underwriting team using your customizable rules.
Key CAPABILITIES
Submission Intake
AI Agent
- Monitors email inboxes, mailroom or broker systems for new business submissions /applications
- Ingests, analyzes, classifies, and files documents and submissions
- Extracts required data from the broker email and applications, such as broker information, insured information, LOB, coverage dates, etc.
- Triages high priority and time sensitive submissions based on document and email contents
- Assigns submission to relevant underwriting resource/team, based on carrier's business rules
- Checks for prior applications submission
- Populates underwriting and ratings systems with relevant data points
- Submits applications to the quoting queue or system
- Performs auto-declination of undesirable risks/coverage based on underwriting guidelines
Team up with our AI Agents to achieve extraordinary results
Underwriting Costs
Premium Calculations
from Broker Submissions
AI Agent Abilities
Interact with Your Systems
AI Agents can easily connect with email inboxes, document storage, and systems of record (like Guidewire, Duck Creek, ImageRight, etc.) through APIs, desktop apps, and Secure File Transfer Protocol (SFTP) to retrieve information and input data. Users can even generate detailed task “Flows” through our language-to-action Generative AI technology.
Email & Document Ingestion
AI Agents capture and process email content (body, metadata, attachments) from mail servers or inboxes for analysis using API, SFTP, email, and robotic ingestion directly from graphical user interfaces. They can even separate files attached to emails or digital documents (e.g., ZIPs, PDFs, spreadsheets) and process them independently.Document Extraction
Roots AI Agents automatically identify and retrieve specific data or content from documents (e.g., PDFs, Word files, images) based on their type. For claims documents, this typically includes fields like claimant name, policy number, date of loss, claim number, and more.Document Triangulation
Automatically cross-reference multiple documents to verify or validate data points. For example, comparing invoice data with purchase orders and delivery receipts to ensure consistency and accuracy within a transaction process.Document Splitting
Separate large files with a continuous stream of scanned pages into individual documents based on the sub-document type and context.Compare Documents
Roots AI can analyze two or more documents to identify similarities, differences, or changes. This function is useful in version control (e.g., contract revisions) or detecting anomalies.
Summarize Documents
Generate comprehensive summaries from multiple documents and activity notes tailored to specific roles and document types to enhance adjuster understanding and decision-making.3rd-Party Application and Database Lookups
Roots AI Agents can access and extract data directly from external websites or web applications, including portals and vendor sites. They can also query SQL, NoSQL, and other database formats (e.g., ) to retrieve or verify information for validation (e.g., checking if a customer exists) or add metadata for data-enrichment.
Team Collaboration
Roots' patented Human-in-the-Loop (HITL) technology lets AI Agents work with your experts to solve problems, manage unique situations, and get help instantly using everyday language.
Team Communication
Roots’ AI Agents can use e-mail, Slack, or Microsoft Teams to communicate with internal and external parties based on business logic and rules.AI Agent Oversight
The Roots Platform Cockpit puts you in control of AI Agents across all processes for scheduling, controlling throughput limits, tracking volumes, and generating workflow reports.
Process Customization
AI Agents' activities can be easily adjusted to fit your business processes by utilizing flexible business rules and logic to perform policy modifications, renewals, claims processing, and other tasks.
Navigate via a User Interface
Easily simulate user actions like clicking buttons, filling in forms, or navigating pages needed to interact with, deliver data, or update fields within 3rd-party and in-house web-based or desktop applications.
Explore Other Agents

Achieve time-to-quote goals by accelerating submissions intake across all sources with triage, data extraction, priority routing, and automated clearance processes.
- Monitors for new submissions
- Classifies and routes requests
- Extracts required data
- Populates underwriting and ratings systems
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Deliver loss history data access and insights to underwriters to generate faster and more accurate quotes.
- Analyzes exposure and loss history
- Extracts loss data
- Populates data in required systems
- Out of the Box support for most carriers
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Accelerate underwriting with automated application data processing.
- Analyzes application details
- Extracts application data
- Populates data across systems
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Rapid schedule analysis for employee benefits, statements of value (SOV), vehicles, and property schedules via automated extraction.
- Analyzes schedules and SOV details
- Extracts schedules and SOV data
- Populates schedules and SOV data across systems
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Automate document classification, indexing, and routing for faster claims intake.
- Monitors for claims files
- Classifies claims documents
- Routes files to best team
- Identifies duplicate files
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Automate claims operations to speed up and improve the accuracy of evaluations, reserve setting, settlements, and everyday claim activities, for increased efficiency and cost savings.
- Classifies and routes claims documents to the best team
- Extracts key claims data and populates systems
- Sets initial reserves
- Completes diary and claims files updates
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Automate FNOL/FROI steps for speedier claims processing, proactive setup, and more efficient management.
- Identifies FNOL/ FROI requests
- Extracts key data
- Looks for existing claims
- Creates new claim file
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Rapid legal demand request identification with triage, extraction and subrogation support.
- Identifies legal requests
- Extracts key legal data
- Alerts adjusters to time sensitive responses
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Increase claims clarity with summaries customized by role.
- Analyzes claim records and activity notes
- Creates claims digest reports
- Customizes summaries by role
- Summarizes across multiple documents
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Expedite and improve bill review operations for faster bill payment and processing.
- Identifies medical bills
- Analyzes multiple bill types
- Extracts key data points
- Validates provider information
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Automate ACORD forms to improve data availability and accuracy in underwriting and claims records.
- Analyzes ACORD form details
- Extracts ACORD form data
- Populates ACORD data across systems
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- Renewal Monitoring
- Broker/insured outreach
- Extracts new renewal data
- Underwriter alerts
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Efficient premium audits performed with 98%+ accuracy, automated data extraction, and system integration.
- Classifies audit documents
- Extracts audit data and populate systems
- Automatically requests missing data
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24/7 COI creation automation that is fast, accurate, integrated, and reliable.
- Monitors for COI requests
- Extracts policy details
- Automates COI creation
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Streamline email-based policy change requests with high accuracy and minimal manual effort.
- Monitors email for policy change requests
- Identifies Line of Business
- Extracts change request type and data
- Processes requests automatically
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Faster payments processing with automated invoice data extraction and handling.
- Identifies invoices in emails and attachments
- Extracts payment details
- Processes payments through claim systems
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LEARN MORE ABOUT AI AGENTReady to get started?
Schedule a personalized solution demonstration to see how Roots can improve your operations.