Stuart

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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

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.

Reimagine your Underwriting Operation

Stuart offers an estimated Human Equivalent of 2 to 4 fully-loaded people

Key Responsibilities

Collect and analyze insurance information that facilitates the risk assessment process and provides underwriting support
Document and communicate policy approvals or rejections to the underwriting team, insurance agents, supervisors, and clients in a timely manner
Compile data and analytics for reports that can advise insurance policy guidelines and whether coverage should be provided
Serve as the liaison for underwriters and customers in order to track, manage and prioritize insurance applications
Maintain accurate, up-to-date records within underwriting software programs by verifying all documents for accuracy and completion

Key Skills

Advanced data literacy and numerical skills – make complex decisions fast
Critical attention to detail
Read and understand data held within documents and data (from emails, forms, systems etc)
Update systems and transact data to support the underwriting process
Understanding of the Lloyd's market

System Knowledge

Duck Creek Rating
Oracle
Applied Epic
Guidewire policy center
PL Rating
Quote Rush
Microsoft Excel, Word, Outlook
... Your own systems

Document Knowledge

Premiums
Policies
Endorsements
Renewals
... Your custom documents

YOUR FULLY-LOADED DIGITAL COWORKER

Never pay overtime

No benefits or 401k

Reduce reliance on temp staff

No relocation or migration costs

No sick days

No workers comp

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.

“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.