Claire

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Partner With a little help from our friends

Our Process and technology experts are here to help

Training & Coaching

Much like a new hire, your Digital Coworker will be trained to understand your documents, systems, data, workflow, business logic and exception handling.

Your human workers will also be trained on coaching, interacting and managing your new Digital Coworker

Managed Services

Once your new Digital Coworker is up and running we can enhance its capabilities through a range of extended services – such as clearinghouse services, document scoring & QA services, reporting & management - to name a few.

Reimagine your FINANCE DEPARTMENT

Claire offers an estimated Human Equivalent of 2 to 3 fully-loaded people

Key Responsibilities

Assisting with the compilation of operating budgets, financial statements and reports
Processing requisition and other business forms, checking account balances and approving purchases
Managing account records, issuing invoices and handling payments
Notifying internal departments around any accounting discrepancies
Analyzing financial data and assisting with audits, reviews and tax preparations
Updating financial spreadsheets and reports with the latest available data
Ensuring compliance with policies and procedures
Providing assistance with payroll administration
Keeping records and maintaining key financial processes

Key Skills

Extensive knowledge of accounting standards, fiscal procedures and applicable tax codes
Exceptional attention to detail
Great analytical and problem-solving abilities
Superb organizational and time-management skills
Critical understanding of financial processes

System Knowledge

Quickbooks
Oracle
SAP
Netsuite
Waystar
CubHub
PracticeEHR
Microsoft Excel, Word, Outlook
Availity
Provider Portals
... Your own systems

Document Knowledge

Invoices
Individual and corporate tax filing documents
S Corp filings
EOBs (Explanation of Benefits or Remittance Advices)
Accounts receivable documents
Emails
... Your custom documents

YOUR FULLY-LOADED DIGITAL COWORKER

Never pay overtime

No benefits or 401k

Reduce reliance on temp staff

No relocation or migration costs

No sick days

No workers comp

CUSTOMER SUCCESS

Our Customers see Digital Coworkers as important members of their team

“The Digital Coworkers Roots Automation provides work in conjunction with our Team to optimize our medical claims process. Our Digital Coworkers provide the simplicity and scalability necessary to deliver best-in-class productivity to our clients. Additionally, we value the insights from the Roots Automation Team about our processes, of which, we integrate into our continuous improvement plans for our business practices in order to provide industry leading solutions.”

Kevin Mahoney

President & COO, Carisk Partners

“Everything happened fast, our digital coworker ‘Roxy’ was trained and ready on time as promised! The team at Roots Automation have been a pleasure to work with! They’ve anticipated our questions and respond quickly to our asks and changes.”

Lea Lundquist

VP, Claims Administration, Protective Insurance

“We appreciate all of Roots Automation's efforts to automate a challenging initiative with 500,000+ transaction requests annually. Our internal Center of Excellence was able to get to production faster and more cost-effectively than what we originally planned.”

David Emmer

CIO, Anchin, Block & Anchin LLP

"Insurance companies have a desperate need to automate many business processes for efficiency, but current solutions are limited to rule-based tasks and aren’t insurance industry-specific, limiting their potential, Digital Coworkers lessen our stress over finding and retaining talent, and unburden our teams so they can focus on more impactful work. Roots Automation’s unique approach to automation has improved our employee retention while offering superior economics and enhanced customer experience".

Cathy Raitter

VP of Insurance Support Services, Berkshire Hathaway Guard President

"Roots Automation has helped American Exchange automate and improve a lot of our internal data validation and data entry processes. This has both reduced our workload and has reduced human data entry error to almost zero. The best part is that our process with Roots Automation has allowed our agents to do what they do best, and that is talk to people and help them with their individual and Medicare health insurance decisions."

Andrew Hetzler

Chief Executive Officer, American Exchange

“We began our relationship with Roots in 2022 as part of a larger corporate strategy to use technology to be more efficient and to better serve our customers. With Roots, they're only focused on the insurance industry. They could talk our language and lead us through different workflow options; they knew the challenges we would face and we made quick decisions in a short timeframe. It was very rewarding, in the end, to have deployed the first Digital Coworker at Eastern. I'm very proud. We solved the core use case problem and accomplished our goal of implementing AI into Eastern Alliance.”