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Your data belongs to you, not to us, and we will treat it that way

We have spent many years working with and handling sensitive business and personal data for customers in highly complex, highly regulated industries like Insurance, Banking & Financial Services and Healthcare.

Your data belongs to you

We understand how important your and your customers' data is to you. It’s important that your infrastructure is designed to protect it. That’s why everything Roots Automation does is fully secured using our Microsoft Azure cloud-based platform. Your Digital Coworker will connect via API, VPN or site-to-site with your systems and infrastructure. ​

Your Digital Coworker is compliant with industry standard security and data privacy protocols. Roots Automation is SOC 2 Type 2 and ISO 27001, and we are compliant to HIPAA, CCPA, GDPR, and 23 NYCRR 500 standards to protect and use PFI, PHI, and PII. ​

Our infrastructure

Our services run on Microsoft’s Azure and Amazon's AWS cloud platforms. We do not run any on-premise routers, load-balancers, DNS servers, or physical servers.

Our infrastructure is spread across multiple data centers based in the United States and Europe (based on customer) to offer high availability of services and resiliency in the event of any regional outages. Our servers, applications, and data are kept secure with the latest software, code revisions and security patches, which are reviewed, tested and deployed monthly.

We have uptime of 99.9% or higher in line with our cloud providers Service Level Agreements.

Data encryption

We use end-to-end DOD level encryption. Additional protections are layered together whenever we send or retrieve data from your systems or from the Roots Cockpit, the communication is always secured through HTTPS encryption.

Next to encrypting data in transit, we also encrypt all data at rest. Our databases, as well as all stored data and documents, are encrypted from the moment we receive your data until deleted. Your login details are one-way hashed using a strong hashing algorithm. Not even our staff can see or access your passwords and keys.

Security audits

Roots Automation’s applications and infrastructure are assessed for security vulnerabilities on a regular basis by 3rd party security services performing penetration tests and access reviews. Also, our Cloud Infrastructure engineering teams monitors and use current toolsets for active risk management in daily operations.

In pursuit of the best possible security for our service, we welcome responsible disclosure of any vulnerability found in Roots Automation (


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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