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Insurance AI Glossary
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GLOSSARYInsurance AI Glossary

This glossary is a practical, insurance-specific reference for understanding common AI terms. It’s a helpful page to bookmark for quick definitions, clear insurer-focused explanations, and related Roots resources.

Explore Terms
Cheat Sheet: What Agentic AI Is and Tasks It Can Do For You
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INFOGRAPHICCheat Sheet: What Agentic AI Is and Tasks It Can Do For You

This cheat sheet is designed as a quick, practical reference to help you spot opportunities where agentic AI can take work off your plates and streamline day-to-day operations. It highlights real insurance tasks across various functions.

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Underwriting Word Search
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GAMEUnderwriting Word Search

This interactive word search brings together AI and underwriting in a light, easy-to-play game for insurance teams. It’s a great way to take a quick mental break or spark a bit of fun, shareable team engagement. 

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Claims Word Search
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GAMEClaims Word Search

This is a quick, interactive word search game inspired by AI and claims – designed for insurance teams. It’s perfect for a quick brain break or a fun, shareable team activity. 

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AI Vendor Vetting Toolkit
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TOOLKITAI Vendor Vetting

This toolkit gives insurance teams a simple, structured way to stay aligned and move confidently through the approval journey. With practical guidance, easy-to-use tools, and clear explanations of each phase, these resources help you anticipate what’s ahead and keep your initiative on track.

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The 5 Biggest Hidden Costs of Ineffective Insurance AI
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INFOGRAPHICThe 5 Biggest Hidden Costs of Ineffective Insurance AI

This infographic outlines the biggest hidden costs of poorly performing insurance AI and shows how they impact profitability, efficiency, and reputation. Understand what’s at stake and make better decisions about how AI is built, managed, and scaled.

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A Business Case for Insurance AI
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EBOOK & TEMPLATEA Business Case for Insurance AI

Learn how to build your roadmap for AI success — from identifying the right use cases to measuring ROI and scaling adoption. Plus, get a complementary template to help communicate value, secure stakeholder buy-in, and turn AI vision into measurable results.

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Roots.ai 10 Ways of De-Risking AI When Partnering with a Vendor
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INFOGRAPHIC10 Ways of De-Risking AI When Partnering with a Vendor

This downloadable resource outlines 10 proven ways insurers can reduce uncertainty to safeguard compliance, minimize risk, and maximize value when establishing AI partnerships.

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AI Vendor Evaluation Questionnaire
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TEMPLATEAI Vendor Evaluation Questionnaire

Simplifying the vendor selection process, this questionnaire provides a structured, easy-to-use framework to ensure you’re asking the right questions and capturing the information you need to make informed, confident decisions. 

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Insurance AI Implementation Checklist
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CHECKLISTInsurance AI Implementation Checklist

Having a clear AI plan makes all the difference. With this checklist, you can move from experimenting with AI to achieving scalable results — lowering risks, earning executive support, and giving your teams the confidence to embrace AI-driven change.

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Strategic Considerations for Choosing an AI Vendor
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INFOGRAPHICStrategic Considerations for Choosing an AI Vendor

Adopting AI in insurance isn’t just about choosing technology – it’s about preparing your organization to make it work. This resource offers a simple framework for aligning stakeholders, clarifying priorities, and spotting potential roadblocks before vendor discussions.

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AI vs. Human: Who Handles What in Insurance?
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INFOGRAPHICAI vs. Human: Who Handles What in Insurance?

This infographic breaks down where AI adds unmatched efficiency – and where human judgment remains irreplaceable. It offers a side-by-side view of responsibilities across underwriting and claims, showing how insurance companies can increase speed, consistency, and scalability without losing the human touch.

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Build vs. Buy: Understanding the True Cost of AI in Insurance
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INFOGRAPHICBuild vs. Buy: Understanding the True Cost of AI in Insurance

Should you build your solution in-house or partner with an insurance-specific AI vendor? This infographic reveals the true cost breakdown and what’s really at stake. Learn the full picture and weigh the trade-offs so you can make the most strategic decision. 

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Change Management Guide
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GUIDEChange Management Guide: How to Navigate Change in the AI-Powered Insurance Future

Learn key change management strategies – from understanding the emotional journey of change to outlining essential steps for a successful AI transition and defining the leadership needed to steer it.

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8 best practices for adopting ai in insurance in 2025
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INFOGRAPHIC8 Best Practices for Adopting AI in Insurance in 2025

Discover the core pillars of a scalable, high-impact AI strategy so you can lead with clarity and confidence. Whether you're looking to improve underwriting, streamline claims, or modernize IT operations, these tips will help you.

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What Is Agentic AI?
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EBOOKWhat Is Agentic AI?

Learn how agentic AI sets itself apart from earlier AI technologies and explore its potential to transform critical insurance functions, including underwriting, claims management, and policy servicing.

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Keeping the Human-in-the-Loop with AI for Insurance
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INFOGRAPHICKeeping the Human-in-the-Loop with AI for Insurance

By combining AI’s efficiency with human expertise, HITL ensures your automation remains reliable, ethical, and adaptable. This infographic breaks down how HITL strengthens agentic AI.

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AI Governance Committees
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GUIDEAI Governance Committees

Learn how to establish a governance committee that aligns with regulatory standards, industry best practices, and your company's values—laying the foundation for trust in insurance AI.

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The Building Blocks of AI
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INFOGRAPHICThe Building Blocks of AI

To provide a clearer picture, we've developed an infographic that outlines the three foundational components of AI, serving as its building blocks. 

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State of AI Adoption in Insurance 2025
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REPORTState of AI Adoption in Insurance 2025

Maximize your AI potential! Download our report to gain expert insights into strategic adoption, must-have capabilities, and top use cases for a competitive edge.

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Solving The Insurance Industry's Unstructured Data Challenge With AI
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WHITEPAPERSolving The Insurance Industry's Unstructured Data Challenge With AI

Discover practical strategies of using AI to unlock trapped value in your documents while empowering your teams to focus on what matters most.

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The Buyer's Guide to AI-powered Document Processing in Underwriting and Claims
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EBOOKThe Buyer's Guide to AI-powered Document Processing in Underwriting and Claims

This guide walks through everything you need to know about selecting the right AI-driven solution.

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Transforming Commercial Underwriting With AI-powered Digital Coworkers
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WHITEPAPERTransforming Commercial Underwriting With AI-powered Digital Coworkers

This guide is for underwriting leaders seeking to understand challenges, opportunities, best practices and benefits of using AI across underwriting.

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Transforming Claims Management With AI-powered Digital Coworkers
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WHITEPAPERTransforming Claims Management With AI-powered Digital Coworkers

This resource covers how AI-powered solutions can help address losses, customer service, ways of working, costs, and talent.

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The Rise of Digital Coworkers - A Revolutionary Step Beyond RPA & IPA
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WHITEPAPERThe Rise of Digital Coworkers - A Revolutionary Step Beyond RPA & IPA

RPA buyers are increasingly dissatisfied—learn why Digital Coworkers are a better solution than RPA.

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Using AI and Cognitive Automation to Create Value for Millennial Insurance Customers
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EBOOKUsing AI and Cognitive Automation to Create Value for Millennial Insurance Customers

Explore how AI and cognitive automation can help insurers meet the expectations of Millennial customers, ensuring they receive maximum value from their insurance investments.

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What's the Difference Between RPA and Digital Coworkers?
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EBOOKWhat's the Difference Between RPA and Digital Coworkers?

Companies are turning from RPA to more advanced solutions, like Digital Coworkers, to bolster their workforce.

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