The Roots Automation Blog

Committed to sharing the latest news in automation. Driven by the belief that process automation should be accessible, easily implemented, and highly effective. Determined to enhance human interactions with technology.
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Roots Automation Brings Digital Coworkers to PLRB Technology & Claims Symposium

Roots Automation announced that it will be showcasing its Digital Coworkers to insurance industry leaders at the upcoming Technology & Claims Symposium, hosted by PLRB in Denver on July 28–29th 2022.

Recognizing Our Roots: Meet the Roots Automation Team

Meet the team creating, building and improving the future of work with Digital Coworkers at Roots Automation.

New AI Patent Awarded to Roots Automation

Novel Human-in-the-Loop AI technology enables Digital Coworkers to interact with humans in real-time to manage exceptions and complete business processes end-to-end.

Roots Automation Appoints Ratish Dalvi as Head of Artificial Intelligence

Dalvi will accelerate the company’s development and scale of world-class Computer Vision and Natural Language Processing AI.

Roots Automation to Host Virtual Booth at McKinsey ESIC 2022

We are excited to share that Roots Automation will host a live virtual booth at McKinsey's Early Stage Investor Conference on Thursday, June 23rd from 9am to 11am EST.

An Insurance Carrier Partners with Roots Automation

This Customer offers multi-line coverage across a range of property and casualty products, and is working with a Digital Coworker to improve efficiency by streamlining their claims intake process.

Roots Automation to Showcase Digital Coworkers at Reuters Future of Insurance USA 2022

Roots Automation announced that it will be showcasing its Digital Coworkers to insurance industry leaders at the upcoming Reuters event, The Future of Insurance USA 2022, in Chicago.

The Limitations of Robotic Process Automation

As organizations first began implementing RPA solutions, many experienced excellent results – and yet, as implementations have matured, companies are now experiencing RPA limitations. ‍

Roots Automation is Excited to Announce a Customer Win

After witnessing a +900% return on investment from their first Digital Coworker, this Customer is now partnering with Roots Automation to delegate six additional processes across their operations.

2022 Insurance Industry Trends: How Carriers and Brokerages Navigate Challenges and Capture Opportunities

As the world settles into its “new normal” post-pandemic, insurance industry trends are expected to touch carriers and brokerages alike.

Reconciling the Cost of Business with the Cost of People

With the evolving landscape of remote and hybrid work environments, it’s clear that the labor challenges that companies face have reached new heights.

The Basics of Change Management: A Conversation with Roots Automation's Darlene Durand

Roots Automation CEO Chaz Perera and Customer Engagement Lead, Darlene Durand, discuss the basics of change management when implementing a Digital Coworker.

Roots Automation Partners with Leading Insurance TPA

Roots Automation has partnered with a leading Insurance Third Party Administrator (TPA), to decrease the manual effort within while improving quality of service within the Claims Management process.

Announcing a New Partnership with a Leading Property & Casualty Insurer

The Roots Automation team is excited to announce a new customer win. This time, we are partnering with a leading property & casualty insurance carrier.

How to Overcome Five Challenges for Claims Processing in 2022

Insurance companies will face their own challenges in 2022. These are the top five challenges for claims processing – and the best way to overcome them.

The Evolution of Document Processing: Where We’ve Been, Where We Are Today and Where We Are Headed Tomorrow

Intelligent document processing (IDP) grew out of optical character recognition (OCR) technology and is now serving as the foundation for the next-generation of AI-driven process automation.

Where is the value in process mining? A conversation between Roots Automation co-founders John Cottongim and Chaz Perera

Roots Automation co-founders John Cottongim and Chaz Perera lend their expertise and thought leadership around a relatively new technology that is quickly becoming a buzzword: process mining.

Why Current Claims Processes Are Unsustainable

Medical claims have a traditionally negative perception. Today's medical claims processes elicit an image of inefficiency, complexity, errors, and high costs.

Key Takeaways from the 2022 America’s Claims Executive Leadership Forum & Expo

As our team returns from the 2022 ACE Leadership Forum & Expo, we’re reinvigorated by the return of in-person events and re-engaging with colleagues, friends, and thought leaders across the space.

How to Fill The Jobs No One Wants

Government lockdown measures, a shift to remote work environments, and a general re-evaluation of career and life priorities have forever changed the way human beings see work.

Letter from the Co-founders: Announcing Iris, a New SaaS from Roots Automation

We’re launching a new SaaS product, Iris, in 2022. Iris is a niche data extraction platform focused on pulling information from medical claim forms, specifically the CMS-1500 claim form.

3 Ways Claims Automation Improves the Policyholder Experience

Insurance claims processing traditionally involved many often monotonous manual tasks with potential for errors and discrepancies, but the rise of claims automation will change everything.

How Medical Claims Processing Transforms Patient Healthcare

Cutting-edge medical robots are never far from the headlines. However, medical claims automation is making a big impact behind the front desk.

Medical Claims Clearinghouse vs. Automated Medical Claims Processing

Today's insurance carriers are reliant on BPOs, TPAs, and claims clearinghouses. But how do these institutions compare to Digital Coworkers and advanced claims processing automation?

Can You Rely on Automated Underwriting Systems to Approve Loans?

Banks and other financial institutions have been using automated underwriting systems for some time now. While improvements in speed and accuracy are the most obvious benefits, this is just the start.

5 Major Benefits of Accounting Automation

Accounting automation (specifically, AR and AP automation) combats fraud, increases accuracy and employee engagement, and decreases time and money spent.

Healthcare Automation: The Secret Impact of AI in Medicine

Medicine has embraced AI, but few know that it's also proving invaluable behind the scenes. What is the impact of healthcare automation behind the front desk?

The Pros & Cons of Automated Underwriting Systems

As the insurance industry progresses rapidly, it's important to level the pros and cons of automated underwriting systems and their potential impact on your submit-to-quote ratio.

5 Must-Have Features of Your Accounts Payable Automation

Even though RPA was helpful in the past, it only works within clearly defined scenarios. Accounts payable automation requires advanced technology for lasting success.

How to Improve Claims Handling with Automation

Insurance automation systems are now an integral part of the business world, but how can they help to improve claims handling?

Why Digital Coworkers are the Best Data Extraction Tools for UB-04 Forms

Much of the medical insurance industry relies on the CMS-1500 and UB-04 claim forms. Digital Coworkers are built with OCR and ICR capabilities, ensuring they are the best data extraction tool.

Data Extraction Software vs. Data Entry Outsourcing Companies

Depending on your company's needs, you may prefer to outsource processes to a BPO or a third-party administrator. However, new tools like cognitive process automation are also reliable solutions.

How the CMS-1500 Form Became the Industry Standard for Medical Claims

The CMS-1500 form is used almost universally for workers comp and healthcare claims processing. Why is standardization so important for medical claims submission, and how does CMS-1500 software help?

Automation Tools: The 21st Century's Industrial Revolution

Much like the Industrial Revolution, companies are both optimistic and skeptical of the power of automation tools like cognitive automation and Digital Coworkers.

Insurance Rating Software vs Robotic Process Automation in Insurance

Insurance agency automation solutions are surely entering a new era. But which is the best insurance rating software: a comparative rater, or the next generation of RPA: cognitive automation?

No, RPA Won’t Replace Phil in Accounting.

Automation is designed to streamline processes, not replace entire jobs. Yet, the number one question asked of any RPA vendor or automation company is, "Will robots take my job?"

How Does Automation Benefit the Insurance Industry?

AI, Machine Learning, RPA, and Cognitive Process Automation – can any one solution fully automate underwriting and claims in insurance? How does automation affect the insurance industry?

What is Cognitive Process Automation?

Cognitive Process Automation is more advanced than standard Robotic Process Automation, or even Intelligent Process Automation. It has the ability to think, learn, and make decisions like humans.

Catastrophic Claims Processing Adjusts Using AI

With billion-dollar weather and climate disasters occurring more frequently, insurance carriers must use AI and Cognitive Process Automation to stay prepared and profitable during catastrophe events.

Why Automation is the Future of Open Enrollment in US Healthcare

Open enrollment for consumers often means more admin work for health insurers, but cognitive process automation and RPA vendors are ready to automate the data-heavy enrollment period.

Business Automation Heals Healthcare Insurance Claims

Due to the severity of the pandemic, many postponed healthcare procedures. Forecasting a large influx in claims processing channels, Cognitive Process Automation may save the insurance industry.

How 3 Types of Automation Help Your Business Run Better

Since the time of Henry Ford’s assembly lines and industrial automation, there have been many types of process automation that have offered efficiency and effectiveness to the world of business.

A Match Made in ...Coding Language

Algorithms used in dating apps have successfully created nearly 40% of U.S. couples. Using this technology can enrich your business beyond the realms of a human-only workforce.

Your New Workout Partner and Team Builder: A Bot

Technology can keep you on track with exercise and encourage team building with colleagues. Read how we trained an exercise bot to help stay fit with co-workers, remotely, during the pandemic.

How to Best Prepare Your Human Employees for Automation

Whether your workforce is excited to have digital teammates or hesitant to begin the digital automation transformation, here are tips for how to manage the change.

The Future is Now: How Automation is Changing the Insurance Industry

We've been automating jobs to make our lives easier for hundreds of years. AI is just the latest version of automation. Insurance automation is picking up the pace and creating substantial value.

Bridging the Gap Between Centers of Excellence and the Business

As the implementation of Robotic Process Automation (RPA) expands, so does its complexity. How can you get everyone in your organization on the same page when working with an automation company?

Cognitive Solutions in Business Efficiency and Performance

Big Data, Artificial Intelligence, Intelligent Automation, and Cognitive AI are buzzwords that business leaders cannot afford to ignore. In today's digital era, enterprises must draw out a crystal

Making the most of working from home – lessons learnt from Hurricane Sandy

Almost every aspect of our lives has been affected in some way by the Coronavirus pandemic and our working life is no exception. Those of us with office jobs will undoubtedly have had to set up a spac

Coronavirus and business uncertainty

The coronavirus pandemic has quickly turned the day to day lives of citizens around the world upside down. The full impact this will have on the economy and business world is unknown, but we can all

Citizen developers: The pros and cons

Citizen Developers in the context of Robotic Process Automation (RPA) are a much talked about topic. Whether you love or hate the concept, everyone seems to have an opinion on it.

Human roles in the ‘Future of Work’

The World Economic Forum predicts that almost 75 million jobs that humans currently carry out will be replaced with AI by 2022. However, 133 million will be created as a result of increased AI and aut

4 things to know about OCR - Understanding key automation technologies

In week four and our final installment on 'Understanding key automation technologies', we focus on Optical Character Recognition (OCR) technologies.

Could automation protect company culture and productivity?

In this article we consider how working from home could affect businesses and individuals, we will go on to highlight how automation technology, such as RPA (Robotic Process Automation), can provide n

Automation and Return on Investment

Making the decision to embark on a digital transformation, for a company of any size, is a considerable undertaking.If you are the driving force encouraging the transformation it is likely that you wi

4 things to know about RPA

Automation technology can be a daunting and complex world. In this article we provide an overview of what Robotic Process Automation is, its key uses and advantages.

The importance of standardization in the age of RPA

How many times have you sat down to explain a process or task to someone you’re delegating to, only to have to come up with and break down that process in real time during the conversation? Especially

Creating Roots Automation

Making the decision to start a business is not an easy one, it comes with many risks and countless unknowns. We sit down with Chaz Perera and John Cottongim, Roots Automation Co-Founders, to hear what

Mergers & Acquisitions – the perfect environment for automation

We’re firm believers that automation can improve most data-heavy and laborious processes. Mergers and Acquisitions (M&As) may not be the first process you think of when considering a digital transform

Robots don't fail gracefully... by themselves.

Those in the tech world will be familiar with the concept of a ‘happy path’. If this is not a familiar term, in the context of software testing, a ‘happy path’ refers to the testing of a process reach

AI bias – keeping bias out of the bots

IBM cite that there are 180 possible human biases. Each one of these will play a part in how and why we make certain decisions. We know that humans are integral to the creating, training and

The Nail in the “I Can’t do Automation” Coffin

Non-technical individuals often have an innate hesitancy when it comes to the idea of automation. Nearly every business professional will agree that systems, processes, and automations are needed, but

4 things to know about ML - Understanding key automation technologies

Welcome to the second installment of ‘Understanding key automation technologies.’ This series aims to provide bitesize introductions to the complicated technological methods used in the automation wo

What Did We Do Before Automation Technologies Like RPA?

Though it is a well-established (and billion-dollar) industry today, Robotic Process Automation, or RPA, is still relatively new. RPA originated in the 2000s with the rise of automated system testing.

Balancing Employee Engagement and Digital Disruption with RPA

The search for efficiency in business is never-ending. Arguably, it shouldn’t end; efficiencies make more opportunity, create more wealth, and offer more value to the world. Unfortunately, though, the

Your RPA isn’t in the cloud? Here’s why it should be

In our pre-COVID world, business has changed and is continuing to change drastically and nearly too quickly to keep up with. What was initially supposed to be a few-week period to “flatten the curve”

4 things to know about CC - Understanding key automation technologies

Welcome to the third installment of ‘Understanding key automation technologies.’ – this week our focus is Cognitive Computing (CC).

A Day in the Life of Just Another Coworker

A day in the life of Chip, who works in the finance department of a major insurance provider.8:00am - Clock in for the day

5 Considerations for the Forward-Thinking Company

The Future of Intelligent Automation and the Humans that Manage It.It’s been called “a disruption.”

The future of work will always need humans

Robots ‘coming to take our jobs’ has been a hot topic for many years. Automation is becoming more common in the workplace and bots are completing tasks that, previously, humans were doing manually. Ho

Three Reasons Why Now is the Time to Upskill

A Gallup survey from 2016 outlines that 59% of millennials, 44% of Gen Xers and 41% of baby boomers believe opportunities to learn and grow in the workplace are extremely important. In this article w