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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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COI

Top Insurance Companies Trust Roots

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eastern-alliance
carisk
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zenith
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cia
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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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Faster Turnaround for Enhanced Satisfaction

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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More Accuracy, Fewer Errors

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.   

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Cost Savings & Greater Efficiency

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. 

Policy Renewal

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. 

Request a Demo

Insurance AI Agents Support Across Business Lines

General Liability
Property
Commercial Auto
Workers Compensation
Disability
Umbrella / Excess
Professional Liability
Product Liability
Cyber
Pet
Life
Health
General Liability
Property
Commercial Auto
Workers Compensation
Disability
Umbrella / Excess
Professional Liability
Product Liability
Cyber
Pet
Life
Health
General Liability
Property
Commercial Auto
Workers Compensation
Disability
Umbrella / Excess
Professional Liability
Product Liability
Cyber
Pet
Life
Health
General Liability
Property
Commercial Auto
Workers Compensation
Disability
Umbrella / Excess
Professional Liability
Product Liability
Cyber
Pet
Life
Health
General Liability
Property
Commercial Auto
Workers Compensation
Disability
Umbrella / Excess
Professional Liability
Product Liability
Cyber
Pet
Life
Health
AI Agents - horizontal
BENEFITS

See How Roots AI Agents Benefit Your Team

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  • 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.