Roots Automation
Roots Automation builds Bevaya, an AI agent platform powered by its proprietary InsurGPT model, automating underwriting, claims, and policy servicing workflows for P&C insurance carriers, brokers, and TPAs.
- Company typePrivate
- Founded2018
- HeadquartersWest New York, United States
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What Roots Automation does
Roots Automation, Inc., doing business as Bevaya, is a private AI software company founded in 2018 and headquartered in West New York, New York. The company builds Bevaya, an AI agent platform purpose-built for the insurance industry, powered by its proprietary InsurGPT foundation model trained on insurance-domain data. The platform delivers pre-built AI agents across three core operational areas: underwriting automation (submission intake, loss run processing, ACORD form extraction, policy renewal handling, policy-to-policy comparison), claims automation (FNOL/FROI setup, claim indexing, claim-to-policy comparison, legal demands and medical bills extraction, invoice payment processing, claim file summarization), and policy servicing (endorsement processing, COI creation, premium audit processing). Supporting modules include a Workflow Canvas, Document Intelligence, Human-in-the-Loop governance, Grounded Explainability with confidence scoring, Workspaces, Live Runs, and Analytics, all integrated with enterprise systems such as Guidewire ClaimCenter, Salesforce, Outlook, SFTP, and APIs.
The company sells primarily through a direct enterprise sales motion to P&C carriers, brokers, and third-party administrators, augmented by distribution through the Guidewire Marketplace and an implementation partnership with PwC Canada. Roots Automation reports 100% year-over-year revenue growth in 2024, 115+ workflows in production, adoption by 3 of the top 5 U.S. P&C carriers, a 246% ROI in 6 months at a Fortune 500 carrier customer, 99% straight-through processing on claims indexing, 98%+ document extraction accuracy, and a customer NPS of 74. The company closed a $22 million Series B in 2024 and more than doubled headcount during the year; in November 2025 it launched Bevaya as its flagship platform rebrand and in January 2026 it released a Document Indexing AI Agent Accelerator on the Guidewire Marketplace. Roots Automation serves primarily North American insurance carriers and has begun expanding into the Canadian market through PwC Canada.
Roots Automation firmographics
Firmographics- Name
- Roots Automation
- Legal name
- Roots Automation, Inc.
- Website
- https://rootsautomation.com
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Roots Automation builds Bevaya, an AI agent platform powered by its proprietary InsurGPT model, automating underwriting, claims, and policy servicing workflows for P&C insurance carriers, brokers, and TPAs.
- Ownership category
- akta.pro rank
Roots Automation industry classification
Industry- Product category
- Insurance Workflow Automation Software
- NAICS
- Software Publishers (5132), Computer Systems Design and Related Services (5415)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Policy Administration, Underwriting & Rating Platforms (Core Insurance SaaS) (FSAGAGAB)
- akta.pro secondary industries
- Customer Engagement, CRM & Agent/Broker Enablement Platforms (FSAGAGAD), Agents & Autonomous Workflows (Tool Use, Planning, Multi-Agent) (HDAAACAF), Enterprise Foundation Model Integration & APIs (Connectors, Governance, Deployment) (HDAAACAO)
Keywords
Where Roots Automation is headquartered
LocationHeadquarters
- HQ city
- West New York
- HQ country
- United States
- HQ region
- North America
Markets served
Roots Automation business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Platform/Subscription Revenue: SaaS platform licensing for AI agent automation, likely subscription-based with pricing tied to workflow volume, document processing, or seat-based models for enterprise customers in insurance.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise SaaS platform with customized pricing |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels6 records
Roots Automation product offering
Product offeringCore offering
Roots Automation builds Bevaya, an AI agent platform purpose-built for insurance that automates underwriting, claims, and policy servicing workflows. The platform is powered by InsurGPT, a proprietary large language model trained on insurance domain data, and ships with 115+ pre-built AI agents for tasks such as submission intake, loss run processing, ACORD form extraction, FNOL setup, claim indexing, COI creation, and premium audit processing. Customers are P&C carriers, specialty insurers, brokers, and TPAs that deploy the agents on top of existing systems (Guidewire, Salesforce, Outlook, APIs, SFTP).
Product overview
Roots Automation offers Bevaya, an AI agent platform built for insurance. Bevaya is the company's flagship platform providing a unified suite of pre-built AI agents for automating insurance workflows across three core areas: underwriting automation (Submission Intake, Loss Run Processing, ACORD Form Extraction, Policy Renewal Handling, Policy to Policy Comparison), claims automation (FNOL/FROI Setup, Claim Indexing, Claim to Policy Comparison, Legal Demands Identification, Medical Bills Extraction, Invoice Payment Processing, Claim File Summarization), and policy servicing automation (Endorsement Processing, COI Creation, Premium Audit Processing). The platform is powered by InsurGPT and includes supporting modules for workflow design (Workflow Canvas), document intelligence, human-in-the-loop oversight, grounded explainability with confidence scoring, and analytics. Bevaya integrates with existing insurance platforms including Guidewire, Salesforce, and other enterprise systems via APIs.
Differentiator
Problem solved
Functional benefit
Brands
- Bevaya: The AI Agent Platform Built for Insurance, offering pre-built AI agents for underwriting automation, claims automation, and policy servicing workflows.
Products and services
- Bevaya AI Agent Platform Flagship AI agent platform built for the insurance industry, providing pre-built AI agents for underwriting automation (Submission Intake, Loss Run Processing, ACORD Form Extraction, Policy Renewal, Policy-to-Policy Comparison), claims automation (FNOL/FROI Setup, Claim Indexing, Legal Demands and Medical Bills extraction, Invoice Payment Processing, Claim File Summarization), and policy servicing (Endorsement Processing, COI Creation, Premium Audit). Sits on top of existing systems including Guidewire, Salesforce, Outlook, data warehouses, APIs, and SFTP, and is sold via enterprise subscription to P&C carriers, brokers, and TPAs.
- InsurGPT Proprietary insurance-domain large language model that powers the reading, reasoning, and recommending capabilities of the Bevaya AI agents. Provides 98%+ document extraction accuracy across ACORD forms, claims documents, loss runs, and other insurance-specific documents and serves as the foundation for all AI agents on the platform.
- Document Indexing AI Agent Accelerator for Guidewire ClaimCenter Marketplace-delivered AI agent accelerator that integrates directly with Guidewire ClaimCenter to classify claims documents, extract data, and route files to adjusters, enabling claims teams to automate document handling inside their existing core claims platform.
Quantifiable outcome
- Claims indexing reduced from 5 days to under an hour
- +5 more outcomes
Companies that use Roots Automation
Customer profileNamed customers5 records
Segments5 records
Ideal customer profiles3 records
Roots Automation technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration6 records
AI capability8 records
Feature5 records
Roots Automation partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core and strategic.
- Guidewire SoftwarecoreRoots Automation's Document Indexing AI Agent Accelerator is available via Guidewire Marketplace for ClaimCenter users. The integration automates document classification and data extraction in insurance claims workflows, reducing manual processing and freeing adjusters for higher-value tasks. This expands Roots Automation's distribution within the P&C insurance ecosystem by embedding AI capabilities into a widely adopted claims platform.
- PwC CanadastrategicCollaboration with PwC Canada to enhance operational workflows in the insurance sector. The partnership focuses on providing AI tools for processing unstructured data and routing work to improve efficiency among Canadian insurers.
Scale indicators8 records
Recent moves6 records
Expansion highlights6 records
Roots Automation competitors and assessment
Company assessmentDirect peers
- Hyperscience: Hyperscience is an enterprise AI document processing platform with deep insurance customer penetration (claims, underwriting). Its accuracy-focused intelligent document processing competes directly with Roots Automation's InsurGPT-powered Document Intelligence.
- Planck: Planck is an AI platform purpose-built for commercial insurance, automating underwriting data ingestion and risk analysis. It directly overlaps with Roots Automation's Submission Intake, Loss Run Processing, and ACORD extraction agents in serving commercial P&C carriers.
- Cytora: Cytora is an AI-powered underwriting workflow platform for commercial insurance. It directly parallels Roots Automation's underwriting automation suite and targets similar P&C carrier customers.
- WorkFusion: WorkFusion offers AI agents and intelligent automation for financial services including insurance, with similar focus on document processing, claims, and regulatory workflows. It competes head-to-head with Roots Automation for enterprise insurance automation budgets.
- Shift Technology: Shift Technology provides AI solutions for the global insurance industry, focused on claims fraud detection, claims automation, and underwriting. It is a direct competitor to Roots Automation in applying AI agents to insurance workflows with similar enterprise P&C carrier customers.
- Indico Data: Indico Data provides AI-powered document understanding and automation for insurance and other regulated industries. It competes directly with Roots Automation's Document Intelligence and claims/underwriting document extraction capabilities.
Broad incumbents
- Guidewire Software: Guidewire is the dominant core insurance platform provider (PolicyCenter, ClaimCenter, BillingCenter) and Roots Automation's distribution partner via the Marketplace. It is also a competitor as it adds native AI/data capabilities that overlap with Roots Automation's agent layer.
- UiPath: UiPath is a leading enterprise RPA and AI automation platform with a strong insurance vertical presence. It competes with Roots Automation for insurance process automation budgets, particularly in claims and policy servicing workflows.
- Duck Creek Technologies: Duck Creek Technologies provides core systems for P&C insurers and is building out SaaS and AI capabilities. It serves the same P&C carrier customer base as Roots Automation and competes for automation and digital transformation budgets.
- Appian: Appian is a broad enterprise low-code automation platform with insurance-specific solutions and case management offerings. While not insurance-specialized, it overlaps with Roots Automation in workflow automation, document processing, and claims/underwriting use cases at large carriers.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Roots Automation social profiles
Digital presenceRoots Automation financial estimates
Financial estimateRevenue estimate
Valuation estimate
Roots Automation leadership team
Management profileNumber of profiles
Roots Automation funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Roots Automation M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Roots Automation
What does Roots Automation do?
Roots Automation builds Bevaya, an AI agent platform purpose-built for insurance that automates underwriting, claims, and policy servicing workflows. The platform is powered by InsurGPT, a proprietary large language model trained on insurance domain data, and ships with 115+ pre-built AI agents for tasks such as submission intake, loss run processing, ACORD form extraction, FNOL setup, claim indexing, COI creation, and premium audit processing. Customers are P&C carriers, specialty insurers, brokers, and TPAs that deploy the agents on top of existing systems (Guidewire, Salesforce, Outlook, APIs, SFTP).
Is Roots Automation a public or private company?
Roots Automation is a private company. It is classified as venture growth investor backed and is currently operating.
When was Roots Automation founded?
Roots Automation was founded in 2018. It employs 51 to 100 people.
Where is Roots Automation based?
Roots Automation is headquartered in West New York, United States, in the North America region.
How does Roots Automation make money?
One revenue line is on record: platform/Subscription Revenue.
Who are Roots Automation's main competitors?
Direct peers on record are Hyperscience, Planck, Cytora, WorkFusion, Shift Technology and Indico Data. Broad incumbents are Guidewire Software, UiPath, Duck Creek Technologies and Appian.
Does Roots Automation have an API?
No public API is recorded for Roots Automation.
What industry is Roots Automation in?
Roots Automation's product category is Insurance Workflow Automation Software. Its primary akta.pro industry code is FSAGAGAB, Policy Administration, Underwriting & Rating Platforms (Core Insurance SaaS), with a secondary code of FSAGAGAD, Customer Engagement, CRM & Agent/Broker Enablement Platforms. Its NAICS code is 5132 and its SIC code is 7372.