# Roots Automation

> AI agent platform purpose\-built for the insurance industry, automating underwriting, claims, and policy servicing\.

## At a glance

| Field | Value |
| --- | --- |
| Category | AI & Automation |
| Type | Solutions Provider |
| Region | NA |
| Headquarters | New York, NY |
| Founded | 2018 |
| Stage | Growth |
| Employees | 51-200 |
| Funding | Series B |

## Overview

Roots Automation (now rebranded as "Roots") is an AI-powered automation platform built specifically for the insurance industry. The company was founded in 2018 by Chaz Perera and John Cottongim, who met at AIG and identified a gap in the automation market for handling unstructured data in insurance operations.

The platform provides AI agents that automate critical workflows in underwriting, claims, and policy servicing operations. Roots has developed InsurGPT, described as the world's most advanced fine-tuned generative AI model designed specifically for the insurance market. The company has achieved four consecutive years of triple-digit revenue growth.

Roots is trusted by three of the top five P&C carriers and three of the top ten brokers. The company has been named to the 2025 Inc. 5000 list of America's fastest-growing private companies and has raised over $35 million in funding from investors including Harbert Growth Partners, MissionOG, Liberty Mutual Strategic Ventures, and Vestigo Ventures.

## Products & services

### AI Agents Platform

Purpose-built AI agents for insurance tasks including submissions intake, loss run processing, claims indexing, and claims handling with 24/7 automation capabilities.

**Key features:**

- Automated document classification and data extraction
- ACORD forms support
- 98%\+ accuracy in premium audit processing
- Multi\-system process automation and integrations

*Target users:* Insurance Operations Teams, Claims Teams, Underwriting Teams

### InsurGPT

Insurance-specific large language model fine-tuned for the insurance market, embedded in the Roots platform.

**Key features:**

- Industry\-specific training and context
- Natural language processing for insurance documents
- Embedded in all Roots AI agents

*Target users:* All Roots platform users

### Cockpit

Monitoring and oversight tool for AI agent activities with human-in-the-loop collaboration features.

**Key features:**

- Real\-time AI agent monitoring
- Exception handling workflows
- Human\-in\-the\-loop collaboration
- Performance analytics

*Target users:* Operations Managers, Team Supervisors

## Category & focus

- Subcategories: Intelligent Document Processing, Workflow Automation, Claims Automation
- Insurance verticals: P&C Commercial, P&C Personal
- Target customers: Carriers, Brokers, MGAs/MGUs

## Notable customers

- 3 of the top 5 P&C carriers
- 3 of the top 10 brokers

## Links

- Website: <https://www.roots.ai>
- Directory profile: <https://insurtechlist.com/companies/roots-automation/>
- Blog: <https://www.roots.ai/blog>
- Linkedin: <https://www.linkedin.com/company/rootsautomation>
- Leadership: <https://www.roots.ai/company/leadership>

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*Last updated: 2026\-03\-25*