The Roots Platform is the only agentic AI platform built for Insurance carriers, brokers, and third-party administrators. The Roots Agentic AI platform is a secure, cloud-native workspace designed to transform insurance operations by unifying intelligent document processing with agentic AI Agents while providing business guardrails and human oversight. It empowers enterprises to design, deploy, and manage a digital workforce of AI Agents that perform end-to-end document and automation activities.

Roots' AI Agents come pre-trained to understand and manage work like experienced insurance professionals. These always-on, ultra-secure agents deliver ROI from day one by automating tasks, collaborating with human experts, and ensuring efficient, accurate work delivery.

Common insurance use cases that Roots AI Agents come preconfigured to support include:

• Underwriting: Submissions intake, loss run processing, SOV data extraction, and missing documentation requests to deliver quotes faster and increase premium revenue.

• Claims: Claims document indexing, claims handling, FNOL claim creation, claims summarization, and identifying legal demands to improve operational efficiency and reduce claims leakage.

• Policy Servicing: Servicing activities like policy renewals, premium audits, COI creation, and endorsement handling to add capacity and increase policyholder satisfaction with quick resolution.

Roots’ AI Agents provide multiple integration options with customer environments letting users configure and build custom agents to automate virtually any critical process.