We and selected third parties use cookies or similar technologies for technical purposes and, with your consent, for other purposes as specified in the cookie policy. Denying consent may make related features unavailable.
You can consent to the use of such technologies by using the “Accept” button, by closing this notice, by scrolling this page, by interacting with any link or button outside of this notice or by continuing to browse otherwise.

Supercharge document classification and indexing

AI-powered Digital Coworkers remove manual document processing work that slows your people down, incurs errors and drives poor customer experience.


of inbound documents handled by a Digital Coworker for a global insurance conglomerate


Capacity increase for claims team in a large Insurance Carrier


Reduction in claims document average handling time for a national insurer

Intelligent Document Processing


  • Document classification and indexing are important steps in underwriting a policy (from submissions processing to binding a policy), and claims management (from FNOL or FROI and ongoing claims handling).
  • Document types vary from structured forms (e.g. ACORD, UB-04, CMS-1500 etc) to completely unstructured documents (e.g. demand letters, policy documents, general correspondence etc).
  • Many underwriting and claims teams are still wrestling with manually processing these documents, impacting their efficiency and effectiveness.

Challenges include

  • Document volume combined with variability often results in highly skilled underwriting and claims professionals spending over 30% of their time receiving and manually reviewing documents.
  • Incorrect classification and indexing results in process inefficiencies and rework.
  • Seasonal events, such as CAT season, often result in large volume spikes that exceed the existing team’s capacity, requiring organizations to turn to temp labor.

Transform document processing with Digital Coworkers

See how we reimagine document classification and indexing for claims teams

Turn your device sideways to see full image
Please click on the above image to know more


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.

Read More
Please click on the above image to know more


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.

Read More
Please click on the above image to know more


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),

Read More


Digital Coworkers come pre-packed with skills, knowledge and capabilities to effectively manage your document classification and indexing needs.

  • Improved straight-through processing for loss run reports, submissions, FNOL, FROI and ongoing claims handling
  • Provide the organization with a scaling workforce to address future staffing and capacity requirements.
  • Remove manual effort and provide capacity back to highly skilled (higher earning) employees, to spend more time on relationship building, evaluating risk, claims handling, adjudication and customer engagement
  • Ensure documents are received and acted on 365 days a year
  • Improved quality and accuracy of data processing
  • Significantly improved document turnaround times (minutes, if not seconds)
  • Reduce reliance on third parties to manage documents on your behalf
  • Identify documents, systems and processes that can be standardized


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



Webinar: Unlocking Value with AI-Powered Underwriting

Register for our upcoming live webinar, where we will offer guidance, strategies and insights for your successful transition to AI-powered underwriting

Read More

Whitepaper: Transforming Commercial Underwriting with AI-Powered Digital Coworkers

Read More

Whitepaper: Transforming Claims Management with AI-Powered Digital Coworkers

Read More

Reflecting on 2023 and Looking Ahead to 2024

Success Story

Increasing speed & accuracy of Claims Document Processing for a large Insurance Conglomerate

No items found.


Let's make work more human, together.
Contact Us