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PartnerWith a little help from our friends

Our Process and technology experts are here to help

Training & Coaching

Much like a new hire, your Digital Coworker will be trained to understand your documents, systems, data, workflow, business logic and exception handling.

Your human workers will also be trained on coaching, interacting and managing your new Digital Coworker

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Managed Services

Once your new Digital Coworker is up and running we can enhance its capabilities through a range of extended services – such as clearinghouse services, document scoring & QA services, reporting & management - to name a few.

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Supercharge your Claims Operation

Leveraging advanced AI, Roxanne effectively enables you to improve combined ratios, reduce premium leakage and increase operational agility across your claims operation.

of inbound documents handled by Roxanne for a global insurance conglomerate
of all claims handled straight-through by Roxanne for a leading insurance carrier
accuracy scores for Roxanne across commonly used claims documents

Meet roxanne - Your digital claims assistant

Trained on ever-expanding insurance data, documents, processes and systems – spanning life, health and P&C Insurance – Roxanne can handle 10x the volume of work of a human claims assistant.

Key Skills Include

  • Read and understand data held within documents and data (from emails, forms, systems etc)
  • Make decisions around eligibility and claims verification
  • Update systems and transact data to support all stages of the Claims Process
  • Work with colleagues to troubleshoot anomalies and exceptions
  • Continually update their own process, system & data knowledge

Key Responsibilities Include:

  • Receive, classify and index claims documents
  • Manage FNOL, FROI and claims correspondence
  • Analyze and extract data held within documents, emails, IT systems
  • Work with billing and collections team to progress payments and reimbursements
  • Automate tasks and activities across the entire claims process

Example System Knowledge

  • Guidewire
  • Duck Creek
  • Majesco
  • Microsoft Excel, Word, Outlook
  • EPS

Example Document Knowledge

  • ACORD forms
  • Demand Letters
  • Medical Claim forms
  • ID Cards
  • Claims correspondence via email/mail
See Roxanne's Full CV Here

Watch Roxanne in action

Book a Personalized Demo Today


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.

Improve combined ratios

  • Reduce administration cost by automating key stages of the claims process – from FNOL to subrogation
  • Increase straight-through-processing rates and overall visibility of a claim end-to-end
  • Expand your human workforce capacity up to 90%

Reduce premium leakage

  • Reduce overpayment of claims
  • Eliminate errors and reduce handling time, improving claims processing cycle times
  • Adheres to full process compliance and is completely auditable – enabling greater work and cost control

Increase agility

  • Remove inefficient, repetitive, soul-destroying work that slows people down and drives burnout
  • Can be scaled up or down in line with peaks and troughs in work volumes
  • Is productive and value-adding from day 1 – enabling you to realize ROI faster
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Our Customers see Digital Coworkers as important members of their team

“The Digital Coworkers Roots Automation provides work in conjunction with our Team to optimize our medical claims process. Our Digital Coworkers provide 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
"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 Raitter
VP of Insurance Support Services, Berkshire Hathaway Guard President
"Roots Automation has helped American Exchange automate and improve a lot of our internal data validation and data entry processes. This has both reduced our workload and has reduced human data entry error to almost zero. The best part is that our process with Roots Automation has allowed our agents to do what they do best, and that is talk to people and help them with their individual and Medicare health insurance decisions."
Andrew Hetzler
Chief Executive Officer, American Exchange

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Let's make work more human, together.
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