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AI agents for insurance operations
Roots Automation is an insurance AI agents AI agent offering insurance-trained AI agents that process documents and handle claims and underwriting operations. Founded in 2018 and based in New York, New York, USA, Roots Automation helps insurers and MGAs automate insurance AI agents work and get results faster.
Roots Automation takes documents and email as input and produces structured data and actions. It is powered by InsurGPT (in-house) models, with the vendor managing prompts, models and updates. It connects to tools such as Guidewire, Duck Creek, Salesforce and Microsoft 365, so the agent works inside existing workflows.
Roots Automation is built for insurers and MGAs. It suits teams that want insurance document AI and claims intake agents without adding headcount, while keeping people in control of review and final decisions.
Roots Automation is often compared with Indico Data. Roots Automation stands out for insurance document AI and underwriting intake. The right choice depends on your workflow, integrations and budget, so compare both on a real task.
Pricing Model
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Roots Automation for individuals and growing teams. See roots.ai for current pricing.
Roots Automation for larger organizations with security and admin needs. Contact sales for a quote.
| Feature | Pro Popular | Enterprise |
|---|---|---|
| Insurance document AI | , | |
| Claims intake agents | , | |
| Higher usage limits | , | |
| Integrations | , | |
| Email support | , | |
| Everything in Pro | , | |
| Underwriting intake | , | |
| Workflow automation | , | |
| SSO and admin controls | , | |
| Dedicated support | , |
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Compliance Standards
SOC 2 Type II
EnterpriseISO 27001
EnterpriseGDPR Compliant
GlobalHIPAA
HealthcarePCI DSS
FinanceCCPA
PrivacyFedRAMP
GovernmentCSA STAR
CloudDeployment & Data
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