Policy ServiCIng and Operations
Streamline Policy Servicing and Operations for Faster Turnarounds
Use Roots’ AI Agents for COI creation, endorsement processing, premium audits, and other policy servicing tasks to enhance operational efficiency and improve customer satisfaction.

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Roots AI Agents automate COI creation, endorsement processing, and premium audits, and other time-consuming tasks, speeding operations, improving response times, and giving your team additional bandwidth to focus on higher-value activities. Faster turnaround times lead to greater customer satisfaction and strengthen relationships with policyholders.
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By automating data extraction and processing, Roots’ AI reduces human errors, ensuring 98% accuracy across endorsement updates, premium audits and other critical tasks. This boosts the reliability of data, minimizing disputes, and ensuring brokers and policyholders receive accurate, timely information.

Roots cuts operational costs by automating manual tasks, reducing the need for extra staff and outsourcing. The AI-powered drives greater team efficiency to handling surges without additional resources. This scalable solution lowers expenses and improves operational agility while maintaining high service quality.
CHALLENGE
Long customer wait times for COI and endorsement request processing impact satisfaction
Apart from filing a claim, the average insurance policyholder rarely speaks with their broker or insurer. Creating a Certificate of Insurance (COI) or adding new endorsements offers signigicant new opportunities to delight customers and build relationships.
Standing between your policy servicing and operations teams and customer success are huge volumes of COI and endorsement requests, each one needing repetitive manual processing (often across multiple systems), and requiring additional data from policyholders.

Roots AI Agents Automate Policy Servicing for Faster, More Seamless Operations
Roots AI Agents automatically monitor your communication channels for requests, ingest and evaluate policy details, extract critical data points, and update underwriting systems for faster, more accurate endorsement processing, COI development, and premium audits.
Insurance AI Agents Support Across Business Lines

BENEFITS
See How Roots AI Agents Benefit Your Team
- Improve productivity and speed by automating manual operations such as COI creation, renewals, payments and endorsement processing.
- Enhance data accuracy with AI Agents analyzing structured and unstructured data to eliminate errors, boost the accuracy of policy data, payment information, and audit findings and minimize the possibility of policyholder disputes.
- Reduce costs and the need for additional staff by automating administrative tasks and relying less on third-party business process outsourcers.
- Expand team capacity to meet peak demand periods with a scalable digital workforce solution.
- Improve data quality and insights with AI Agents analyzing structured and unstructured data, surfacing critical insights for more effective risk assessment and decision-making.
- Increase policyholder and broker satisfaction by delivering faster turnaround times, more accurate processing, and prompt responses.
Ready to get started?
Schedule a personalized solution demonstration to see how Roots can improve your operations.