Document Classification & Indexing
Request a demo
AI-powered Digital Coworkers remove manual document processing work that slows your people down, incurs errors and drives poor customer experience.
See how we reimagine document classification and indexing for claims teams
Correspondence that is emailed will go direct to a Digital Coworker for scanning and analysis. Correspondence that is mailed, will go to a central mail room to be scanned by a lean scan team.
Traditionally, the imaging team or adjuster receives the document package, identifies key information and manually enters the data into the claims/policy system. Further, document and data validation is performed by the internal team or an external vendor/partner
In this future state, the Digital Coworker now receives the document package, and uses InsurGPTTM to identify key information (such as policy number, claim name and number, document type etc) and enters the data into the claims/policy system.
The central imaging team are now responsible for data validation, accuracy and completeness, and working with the Digital Coworker around exceptions due to bad scans or missing data.
The indexing team/adjuster uses the Roots Cockpit to communicate with and assist the Digital Coworker. The user reviews each item that requires human assistance (typically, less than 10% of workflow) and the overall document throughput and performance in real-time.
The underwriter or adjuster can now either process a policy or claim using accurate, complete information or pass to a Digital Coworker to complete a process (e.g. setup FNOL correspondence),
Digital Coworkers come pre-packed with skills, knowledge and capabilities to effectively manage your document classification and indexing needs.
Our Customers see Digital Coworkers as important members of their team
