Case Study: Leading Insurance Carrier reduces audit workload with Roots Automation

Making Work More Human For A Large Insurance Carrier

Leading Insurance Carrier, a Fortune 500 property & casualty insurer, worked with Roots Automation to address heavy seasonal pressure in its premium audit process. During audit season, audit volumes doubled, creating a need for temporary staff, overtime, and highly accurate data entry under tight regulatory deadlines.

Roots Automation implemented an AI Agent called “Stuart,” an Underwriting Assistant that uses document vision, process automation, and machine learning to handle unstructured payroll data from multiple sources, validate classifications, redact PII, and prepare pre-audit assessments. The results included a 25% reduction in team workload, 0% overtime during audit season, 25% of audit work completed by Stuart in 2021, and a 113% ROI, with turnaround times improving by 25%.