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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.

reduction in manual effort across Accounts Payable for a large TPA
to verify new customers (vs 24 hours for a human) for a Healthcare provider
capacity boost in the Claims team for a global conglomerate
reduction in the Team’s workload during audit season (and 0% overtime) for a large Insurer
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.

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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.

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Interacts with People

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

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Continually Learning

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

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Reimagine Your Workforce

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


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


Underwriting Assistant​

Supporting non-judgement based underwriting processes.​

Areas of responsibility include​

  • Reviewing application​
  • Completing health review
  • Completing risk-raters


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


Patient Intake Rep​

Patient Pre-registration and Registration

Areas of responsibility include​

  • Validate Insurance coverage​
  • Validate Pharmacy coverage
  • Validate eligibility​


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

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.


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.

“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


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



Webinar: Generative AI in Insurance.

Watch the on-demand roundtable discussion on effectively adopting and deploying Generative AI across your insurance operation.​

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Whitepaper: Transforming Claims Management with AI-Powered Digital Coworkers

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Whitepaper: The Rise of the Digital Coworker

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Generative AI for Insurance

Success Story

Increasing speed & accuracy of Claims Document Processing for a large Insurance Conglomerate


Let's make work more human, together.
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