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Roots Automation expands partnership with health insurance & Medicare services provider

Julianna Rice
August 26, 2022

We are excited to announce an expanding relationship with an industry-leading health insurance and Medicare services provider to streamline efficiency during Open Enrollment.

Together, our Customer and Digital Coworker will improve their service levels throughout the 2023 Open Enrollment Period (OEP) by removing the manual effort – and manual errors – around their premium payments and marketplace lookup processes.  

The Digital Coworker streamlines accounts payable by ensuring timely processing that both policyholders and our Customer can rely on regularly. In addition, the Digital Coworker performs 15,000 marketplace and insurance carrier verifications each month. Essentially, the Digital Coworker completes a monthly check for each policyholder, to determine whether coverage is still in force with their health insurance carrier or Medicare provider. This helps our Customer monitor and improve policyholder retention.

This expanded partnership between our Customer and Roots Automation is indicative of the insurance industry’s push for increased efficiency – and a better policyholder experience.

Our Customer chose to augment their partnership with Roots Automation because of the Digital Coworker’s ability to read, think and problem-solve like their human employees. Additionally, their team is able to work closely and directly with the Digital Coworker without delegating work to their IT team, thanks to patented Human-in-the-Loop technology.

“As a team, we’re very excited to work on this together,” said CEO and co-founder Chaz Perera. “Not only does this highlight our Customer’s noble commitment to the policyholder’s experience and timely access to medical care, it also truly allows our Digital Coworkers to shine,” he continued. “With improved speed and accuracy around the automated payment processing and insurance verification processes, our Customer is able to re-focus employees back to high-value, engaging tasks.”

“This is exactly how we fulfill our mission: making work more human,” Perera finished.

Our Customer originally partnered with Roots Automation to streamline open enrollment applications with data extraction, validation and indexing. At the end of the 2022 Open Enrollment Period, the Digital Coworker straight-through processed 87% of health insurance enrollments.

If you are interested in Digital Coworkers, we invite you to start a conversation with our team.

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