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Workflow Orchestration 

Connect Your Data Systems Seamlessly

Frictionlessly connect all your data and processes across systems with Roots' Workflow Orchestration capabilities to drive process automation.

 

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Top Insurance Companies Trust Roots

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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
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Full AI Agent Integration
AI Agents effortlessly interact with your various systems to automate complex processes, enhancing accuracy and operational efficiency.
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Multiple Automation Methods
Leveraging  APIs, desktop applications, SFTP, and other integration methods, Roots' AI Agents are engineered for smooth integration with your email and attachment/MIME systems, document repositories, and systems of record.
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AI for Task Management
Use Roots’ Generative AI technology to create detailed task 'Flows', simplifying the design and management of workflows. 

Key Features of Workflow Orchestration

Easy Integration with Your Existing Systems and Partners  

Roots Platform integrates with the systems your teams rely on every day. Built for rapid implementation, you can take control of your data to see results fast. Roots workflow capabilities leverage AI and automation to streamline business processes, reduce complexity, shorten cycle times, and boost ROI by lowering training. development, and ongoing maintenance costs.

Workflow orchestration

Leveraging the Roots Automation Platform's Workflow Orchestration Capabilities:

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99% Straight Through Processing
Achieve amazing levels of automation of ingestion, analysis, classification, and processing of ACORD, new business submissions, medical claim forms, first notice of loss (FNOL), and other structured and unstructured insurance documents.  
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Error-Free Data Handling
AI Agents recognize and interact with on-screen objects like their human counterparts to accurately extract data from documents and emails for transfer into your systems. 
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Maximize Efficiency
AI Agents boost efficiency and capacity without increasing headcounts by automating repetitive tasks, freeing experts to focus on more complex activities. 
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Customizable Workflows
Create and deploy automated workflows using natural language instructions--no coding expertise necessary.

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 yields practical solutions. Our work emphasizes advanced post-training methods and reasoning capabilities, enabling AI models to simplify complex operations, make business processes more effective, automate routine tasks, and improve decision-making.
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Secure and Compliant  


Roots meet ISO 27001, SOC 2 Type 2, HIPAA and CCPA compliance requirements.

Ready to get started?

Schedule a personalized solution demonstration to see how Roots can improve your operations.