Roots offers a unified AI Agent Platform built for insurance carriers and brokers, featuring pre‑trained insurance AI agents and the InsurGPT™ large language model to automate underwriting, policy servicing, premium audits, and claims processing. The platform provides real‑time monitoring, human‑in‑the‑loop exception handling, and workflow orchestration that integrates with existing enterprise systems while meeting enterprise‑grade security and compliance standards.
Funding
$22.2M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
2OHGFounders
Product
Problem
Insurance carriers and brokers rely on manual, multi‑system workflows for underwriting, policy servicing, premium audits, and claims handling, leading to slow turnaround, high error rates, and elevated operational costs. Scaling these processes while maintaining accuracy and regulatory compliance is increasingly difficult.
Solution
Roots provides a unified AI Agent Platform designed specifically for the insurance industry. The platform combines a library of pre‑trained insurance AI agents with the proprietary InsurGPT™ large language model to automate data extraction, classification, and decision support across underwriting, policy administration, premium audits, and claims processing. A real‑time Cockpit offers supervisors visibility into agent activities, while Human‑in‑the‑Loop capabilities enable experts to intervene on exceptions, continuously improving model performance. Workflow Orchestration connects the AI agents to existing enterprise systems, allowing end‑to‑end automation without extensive custom integration. The solution delivers enterprise‑grade security and compliance certifications, ensuring data protection while scaling AI‑driven operations.
Target Audience
Roots serves property‑ and casualty insurers, life and health carriers, and brokerage firms seeking to automate high‑volume underwriting, policy servicing, premium audit, and claims operations.
Features
- Pre‑trained insurance AI agents for specific tasks such as underwriting automation, policy endorsement processing, premium audit extraction, and claims indexing
- InsurGPT™ generative model fine‑tuned on millions of insurance documents, achieving >98% accuracy on structured and unstructured data extraction
- Human‑in‑the‑Loop interface that routes low‑confidence cases to subject‑matter experts for review and model retraining
- Cockpit dashboard for real‑time monitoring, performance metrics, and audit trails of AI agent actions
- Workflow Orchestration layer that integrates with policy administration, claims management, and ERP systems via configurable connectors
- Enterprise security and compliance (SOC 2 Type 2, ISO 27001, GDPR, CCPA, HIPAA, NYCRR 500) built into the platform
- Federated learning approach that aggregates insights across insurers while preserving data privacy, continuously reducing model drift