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Support
Products
The Digital CoworkerDocument VisionRoxanne - Claims AssistantStuart -
Underwriting AssistantValerie - Patient Intake RepClaire - Finance Associate

BRINGING TOGETHER MACHINE INTELLIGENCE & HUMAN INGENUITY

Free your people of inefficient, repetitive, soul-destroying work without a
multi-year, multi-$million transformation program.

All Products
The Digital Coworker
Able to read, think & intuit just like a people, our Digital Coworkers come
pre-packed with knowledge, skills & capabilities to manage work & collaborate
with your human workforce.
Apps
Plug n play solutions to solve yourchallenges great and small.
Iris-CMS-1500 Reader
Read, score and QA the CMS-1500 medical form - accurately, at scale.
Roxanne
Digital Claims Assistant

Stuart
Digital Underwriting Assistant

Valerie
Digital Patient Intake Rep

Claire
Digital Finance Associate

Solutions
InsuranceBanking & Financial ServicesHealthcareFinance & AccountingShared
ServicesHuman ResourcesITIris-CMS-1500 document reader

DESIGNED BY EXPERTS

Our solutions are built on deep domain expertise – spanning documents, data and
systems in Insurance, Banking & Financial Services, Healthcare and Finance &
Accounting, HR, IT and more.

All Solutions
Insurance
Banking & Financial Services
Healthcare

Finance & Accounting
Shared Services
Human Resources
IT

Apps
Plug n play solutions to solve yourchallenges great and small.
InsurGPTTM
The world's most advanced Generative AI, made specifically for Insurance
Document Vision
Accurately extract data, speed up decision making and improve document-based
processes.
Why Us
Our StoryCustomer Success

REVOLUTIONIZING THE WAY WORK IS DONE

Roots Automation empowers global leaders with an integrated, intelligent
platform to revolutionize the way work is managed.

About us
Our story
By bringing together machine intelligence and human ingenuity, we are making
work more human.
Customer success
Learn more about how we've made work more human for Customers across multiple
industries.
Safe & secure
We take data security seriously and protecting your data is a top priority.
Featured success stories
+650% ROI on document indexing automation for a global conglomerate
Scaling an online pharmacy with insurance verification automation
Automating claims management for a Leading Insurance Carrier
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BRAIN FOOD FOR PEOPLE

Blogs, success stories, whitepapers, webinars and more. Created by people, for
people.

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Resources
Your new go-to resource for staying informed about the new age of
work-management. Take a look at our helpful blogs, whitepapers and stay up
to-date with events and webinars.


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Webinar - Overcoming the Talent Crisis
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Contact us

Products
The Digital CoworkerDocument VisionRoxanne - Digital Claims AssistantStuart -
Digital Underwriting AssistantValerie - Digital Patient Intake RepClaire -
Digital Finance Associate
Solutions
InsuranceBanking & Financial ServicesHealthcareFinance & AccountingShared
ServicesHuman ResourcesInfo TechnologyIris-CMS-1500 document reader
Why Us
Our StoryCustomer SuccessSafe & secure+650% ROI on document indexing automation
for a global conglomerateScaling an online pharmacy with insurance verification
automationAutomating claims management for a Leading Insurance Carrier

Resources
ResourcesBlogs & NewsWhitepapers & ResearchCase StudiesWebinars & Events
Request a DemoContact Us


We are excited to announce that we've [0xxxxxxxxxxxxxxxxxxxxx]. Click here to
read the announcement.
Read more



AI FOR INSURANCE


UNLEASH THE POWER OF AI ACROSS YOUR INSURANCE OPERATIONS WITH OUR DIGITAL
COWORKERS.


Request a demo




ANNOUNCEMENT: ROOTS AUTOMATION INTRODUCES INSURGPTTM

We are excited to announce the release of InsurGPTTM - the world’s most
advanced, fine-tuned Generative AI model, designed specifically for the
Insurance market.

InsurGPTTM expands the natural language capabilities of Digital Coworkers by
utilizing proprietary, fine-tuned Large Language Models (LLMs) to read and
accurately extract data across:

 * Structured documents - ACORD forms, medical claim forms, etc.
 * Unstructured documents - insurance applications, loss runs, quotes, first
   notices of loss, demand packages, general correspondence, etc.

InsurGPTTM is designed by Insurance operators for Insurance operators and is
natively embedded in all of Roots Automation Digital Coworkers.

Click here to read more


OVERCOME YOUR TALENT CRISIS WITH DIGITAL COWORKERS

Augment your people with intelligent, collaborative Digital Coworkers.

95%
reduction in manual effort across Accounts Payable for a large TPA

<1min
to verify new customers (vs 24 hours for a human) for a Healthcare provider

90%
capacity boost in the Claims team for a global conglomerate

25%
reduction in the Team’s workload during audit season (and 0% overtime) for a
large Insurer

80%
increase In employee workflow efficiency for an Insurance Carrier

60 secs
to process filings (vs 30 mins for a human) for a Financial Services firm



YOUR IDEAL EMPLOYEE, DIGITIZED

Able to read, think & intuit just like people, Digital Coworkers come pre-packed
with knowledge, skills & capabilities to manage work & collaborate with your
human workforce.


READS DOCUMENTS & DATA

Identifies and interacts with objects on a computer screen. Detects, classifies
and understands data in structured and unstructured documents.

Read more



AUTOMATES BUSINESS PROCESSES

Uses data extracted from systems and documents to upload, download, validate and
move between applications or teams. Intelligently apply business logic and rules
to execute business processes and workflows.

Read more



INTERACTS WITH PEOPLE

Able to communicate and collaborate with human workers to manage exceptions,
handle edge-cases & seek assistance, all in real-time.

Read more



CONTINUALLY LEARNING

Captures transactional and meta-data from across our Customer Network to
continually improve machine learning models, algorithms & overall performance.

Read more



REIMAGINE YOUR WORKFORCE

Swipe right to see some examples of Digital Coworkers working alongside our
Customers today

CLAIRE

FINANCE ASSOCIATE

Supporting the finance team by performing general accounting activities.

AREAS OF RESPONSIBILITY INCLUDE

 * Accounts Payable (AP)– Review & pay invoices
 * Accounts Receiveable (AR) – Generate invoices, manage collections process,
   manage payroll

ROXANNE

CLAIMS ASSISTANT

Handling end-to-end, low-complexity, critical aspects of Claims Management.

AREAS OF RESPONSIBILITY INCLUDE

 * First Notice of Loss (FNOL)
 * Document Indexing
 * Claim payments

STUART

UNDERWRITING ASSISTANT

Supporting non-judgement based underwriting processes.

AREAS OF RESPONSIBILITY INCLUDE

 * Reviewing application
 * Completing health review
 * Completing risk-raters

EDWARD

LOAN PROCESSOR

Support loan officer and underwriting team.

AREAS OF RESPONSIBILITY INCLUDE

 * Verify loan application, borrower’s credit and income history
 * Order 3rd party services

VALERIE

PATIENT INTAKE REP

Patient Pre-registration and Registration

AREAS OF RESPONSIBILITY INCLUDE

 * Validate Insurance coverage
 * Validate Pharmacy coverage
 * Validate eligibility

CLAIRE

FINANCE ASSOCIATE

Supporting the finance team by performing general accounting activities.

AREAS OF RESPONSIBILITY INCLUDE

 * Accounts Payable (AP)– Review & pay invoices
 * Accounts Receiveable (AR) – Generate invoices, manage collections process,
   manage payroll

ROXANNE

CLAIMS ASSISTANT

Handling end-to-end, low-complexity, critical aspects of Claims Management.

AREAS OF RESPONSIBILITY INCLUDE

 * First Notice of Loss (FNOL)
 * Document Indexing
 * Claim payments

STUART

UNDERWRITING ASSISTANT

Supporting non-judgement based underwriting processes.

AREAS OF RESPONSIBILITY INCLUDE

 * Reviewing application
 * Completing health review
 * Completing risk-raters

EDWARD

LOAN PROCESSOR

Support loan officer and underwriting team.

AREAS OF RESPONSIBILITY INCLUDE

 * Verify loan application, borrower’s credit and income history
 * Order 3rd party services

VALERIE

PATIENT INTAKE REP

Patient Pre-registration and Registration

AREAS OF RESPONSIBILITY INCLUDE

 * Validate Insurance coverage
 * Validate Pharmacy coverage
 * Validate eligibility

CLAIRE

FINANCE ASSOCIATE

Supporting the finance team by performing general accounting activities.

AREAS OF RESPONSIBILITY INCLUDE

 * Accounts Payable (AP)– Review & pay invoices
 * Accounts Receiveable (AR) – Generate invoices, manage collections process,
   manage payroll


More Success Stories



MACHINE INTELLIGENCE + HUMAN INGENUITY

By bringing together technology, data, machine intelligence & human ingenuity,
our Customers realize significant value, fast.

INCREASE CAPACITY

Expand your human workforce up to 90% with trained Digital Coworkers. Better
manage fluctuating peaks and troughs in demand. Avoid burnout.

REDUCE COST

Process more work, faster, with greater accuracy. No need to build Centres of
Excellence or significant internal capability to manage your Digital Workforce.

RAPID ROI

Each Digital Coworker comes pre-trained with knowledge of documents and
processes, enabling them to be operational from day 1. Typically driving 250%
ROI for our Customers.

ADOPT AI FASTER

Our AI models and algorithms are configured to work out of the box, built on a
deep repository of tagged system and document data. No need for expensive data,
IT or infrastructure investments.

AVOID DISRUPTION

Digital Coworkers plug into your existing ways of working, minimizing disruption
and risk associated with extensive change programs

IMPROVE WORK

Eliminate the mundane, manual part of people’s work that typically slows them
down, produces errors and causes burnout.

Request a demo



CUSTOMER SUCCESS

Our Customers see Digital Coworkers as important members of their team

$1.3M CAPACITY IMPROVEMENT

Delivered for a leading Global Services firm.

1,250% RETURN ON INVESTMENT

Delivered for a multinational Financial Services Company.

99% STRAIGHT THROUGH PROCESSING

Delivered for a Fortune 500 Insurance Carrier.


Insurance companies have a desperate need to automate many business processes
for efficiency, but current solutions are limited to rule-based tasks and aren’t
insurance industry-specific, limiting their potential, Digital Coworkers lessen
our stress over finding and retaining talent, and unburden our teams so they can
focus on more impactful work. Roots Automation’s unique approach to automation
has improved our employee retention while offering superior economics and
enhanced customer experience.

CATHY CARR

VP of Insurance Support Services, Berkshire Hathaway Guard President

“The Digital Coworkers Roots Automation provides work in conjunction with our
Team to optimize our medical claims process. By leveraging these bots, it
provides the simplicity and scalability necessary to deliver best-in-class
productivity to our clients. Additionally, we value the insights from the Roots
Automation Team about our processes, of which, we integrate into our continuous
improvement plans for our business practices in order to provide industry
leading solutions.”

KEVIN MAHONEY

President & COO, Carisk Partners

“Everything happened fast, our digital coworker ‘Roxy’ was trained and ready on
time as promised! The team at Roots Automation have been a pleasure to work
with! They’ve anticipated our questions and respond quickly to our asks and
changes.”

LEA LUNDQUIST

VP, Claims Administration, Protective Insurance

“We appreciate all of Roots Automation's efforts to automate a challenging
initiative with 500,000+ transaction requests annually. Our internal Center of
Excellence was able to get to production faster and more cost-effectively than
what we originally planned.”

DAVID EMMER

CIO, Anchin, Block & Anchin LLP

We appreciate all of Roots Automation's efforts to automate a challenging
initiative with 500,000+ transaction requests annually. Our internal Center of
Excellence was able to get to production faster and more cost-effectively than
what we originally planned.

FORTUNE 250 LIFE INSURANCE CARRIER

Automation Leader

Insurance companies have a desperate need to automate many business processes
for efficiency, but current solutions are limited to rule-based tasks and aren’t
insurance industry-specific, limiting their potential, Digital Coworkers lessen
our stress over finding and retaining talent, and unburden our teams so they can
focus on more impactful work. Roots Automation’s unique approach to automation
has improved our employee retention while offering superior economics and
enhanced customer experience.

CATHY CARR

VP of Insurance Support Services, Berkshire Hathaway Guard President

“The Digital Coworkers Roots Automation provides work in conjunction with our
Team to optimize our medical claims process. By leveraging these bots, it
provides the simplicity and scalability necessary to deliver best-in-class
productivity to our clients. Additionally, we value the insights from the Roots
Automation Team about our processes, of which, we integrate into our continuous
improvement plans for our business practices in order to provide industry
leading solutions.”

KEVIN MAHONEY

President & COO, Carisk Partners

“Everything happened fast, our digital coworker ‘Roxy’ was trained and ready on
time as promised! The team at Roots Automation have been a pleasure to work
with! They’ve anticipated our questions and respond quickly to our asks and
changes.”

LEA LUNDQUIST

VP, Claims Administration, Protective Insurance

“We appreciate all of Roots Automation's efforts to automate a challenging
initiative with 500,000+ transaction requests annually. Our internal Center of
Excellence was able to get to production faster and more cost-effectively than
what we originally planned.”

DAVID EMMER

CIO, Anchin, Block & Anchin LLP

We appreciate all of Roots Automation's efforts to automate a challenging
initiative with 500,000+ transaction requests annually. Our internal Center of
Excellence was able to get to production faster and more cost-effectively than
what we originally planned.

FORTUNE 250 LIFE INSURANCE CARRIER

Automation Leader

Insurance companies have a desperate need to automate many business processes
for efficiency, but current solutions are limited to rule-based tasks and aren’t
insurance industry-specific, limiting their potential, Digital Coworkers lessen
our stress over finding and retaining talent, and unburden our teams so they can
focus on more impactful work. Roots Automation’s unique approach to automation
has improved our employee retention while offering superior economics and
enhanced customer experience.

CATHY CARR

VP of Insurance Support Services, Berkshire Hathaway Guard President




WORKING ALONGSIDE LEADING BRANDS

 * 1
 * 2
 * 3
 * 4
 * 5
 * 6
 * 7
 * 8




DOCUMENT VISION


A ONE-STOP-SHOP FOR DOCUMENT AUTOMATION

Document Vision offers pre-trained Machine Learning, OCR and Natural Language
Processing (NLP) to ingest, classify, analyze and process business documents.

The Document Vision platform offers several pre-built, pre-trained document
processing solutions as well as the ability to setup and read custom documents

Accurately extract data, speed up decision making and improve document-based
processes.

Explore Document Vision


INSIGHTS, NEWS & RESOURCES

Webinars

WEBINAR: GENERATIVE AI IN INSURANCE.

Join us for a live roundtable discussion on effectively adopting and deploying
Generative AI across your insurance operation.

Read More
Whitepapers

WHITE PAPER: TRANSFORMING CLAIMS MANAGEMENT WITH AI-POWERED DIGITAL COWORKERS

Read More

Whitepapers

WHITEPAPER: THE RISE OF THE DIGITAL COWORKER

Read More

Blogs

GENERATIVE AI FOR INSURANCE

Success Story

INCREASING SPEED & ACCURACY OF CLAIMS DOCUMENT PROCESSING FOR A LARGE INSURANCE
CONGLOMERATE

All Resources



GET IN TOUCH

Let's make work more human, together.
Contact Us

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MAKE WORK MORE HUMAN.

Liberate your people of inefficient, repetitive, soul-destroying work with our
Digital Coworker.

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