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ABOUT US

Roots Automation is an ambitious pioneer and challenger revolutionizing the way work is done.

ABOUT US

Roots Automation is an ambitious pioneer and challenger revolutionizing the way work is done.

OUR VISION

To create the most advanced DIGITAL WORKFORCE by bringing MACHINE INTELLIGENCE and HUMAN INGENUITY together

Digital Workforce

Our Digital Coworkers read, think and intuit just like your human workers. They come pre-packed with knowledge, skills and capabilities to manage work and collaborate with a human workforce.

Machine Intelligence

Leveraging the latest tools and technologies, our Digital Coworkers continually learn through interactions with humans, systems, documents and processes – across a network of customers.

Human Ingenuity

Our Digital Coworkers free people of mundane, inefficient, repetitive work – enabling them to be more creative, more collaborative & more innovative.

Our Story / Mission

Roots Automation began as a conversation in a coffee house between two former AIG executives. Formerly colleagues, Chaz and John frequently lamented the limitations of traditional automation solutions in solving complex, document-based work commonly found in Insurance.

Over a cup of coffee, they realized they could solve this pain-point, and Roots Automation was born.

Roots Automation is on a mission to make work more human and together, with our customers, we are building a new hybrid workforce that is creative, productive and designed to improve the working lives of people.

Our Founders​

Chaz Perera
Co-founder & CEO

Chaz Perera is the co-founder and Chief Executive Officer (CEO) of Roots Automation, a company pioneering the use of AI-powered Digital Coworkers to revolutionize the workplace.

With a wealth of experience in the financial services industry and a deep understanding of business operations, Chaz is dedicated to helping organizations enhance their productivity and efficiency through intelligent automation.

As CEO of Roots Automation, Chaz leads the company’s vision and strategy, focusing on the development and deployment of Digital Coworkers that seamlessly integrate into existing business processes. Under his leadership, the company has quickly become a leader in the AI space, known for its innovative solutions that empower businesses to scale more effectively and reduce operational costs.

Before co-founding Roots Automation, Chaz had a 14-year tenure at AIG where he held executive global roles in claims, operations and strategy – gaining significant expertise in driving operational excellence and digital transformation initiatives.

His strategic insights and operational acumen have been instrumental in shaping Roots Automation’s unique approach to combining human ingenuity with machine intelligence.

Chaz holds degrees in Management Information Systems and Finance and is an advocate for using technology to solve complex business challenges. He is a frequent speaker at industry events and a thought leader on topics related to AI and Insurance.

In his free time, Chaz plays tennis, travels frequently, and enjoys pottery.

John Cottongim
Co-founder & CTO

John Cottongim is the Co-Founder and Chief Technology Officer (CTO) of Roots Automation, a company revolutionizing the future of work with AI-powered Digital Coworkers. With over two decades of experience in insurance, technology, and innovation, John is a visionary leader specializing in the development of cutting-edge AI solutions that enhance operational efficiency and drive business growth.

At Roots Automation, John leads the technology and AI strategy, overseeing the development of the Roots Platform. This platform leverages advanced machine learning, natural language processing, and computer vision to create Digital Coworkers that continuously learn and adapt. His passion for AI is rooted in a deep understanding of how transformative technologies can streamline business processes, reduce costs, and improve overall productivity.

Before co-founding Roots Automation, John spent over 15 years managing large-scale global transformation programs for Fortune 500 companies. He held several senior roles at AIG and, most recently, at Mars Inc., where he led the Enterprise Automation Hub.

John is a frequent speaker at industry conferences and a contributor to various tech publications. He holds dual degrees in Finance and Accounting from Villanova University, an MBA from NYU, and is a Chartered Financial Analyst (CFA).

Outside of work, John is passionate about rock climbing, travel, and exploring the latest advancements in technology.

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

OUR LEADERSHIP

Ratish Dalvi
Head of AI
Ratish Dalvi
Head of AI

In his 10+ years of experience focused on computer vision, NLP and reinforcement learning, Ratish has built various AI systems across healthcare, CRM, oil & gas pipelines, powerplants and intelligent vehicles.

Before Roots Automation, Ratish led the AI team at Quartet Health, driving revenue and reducing costs through machine learning and causal inference.

Ratish started his data science career at a seed-stage AI startup, Wise.io, where he co-wrote their machine learning stack from scratch, which was instrumental in its acquisition by General Electric.

Darlene Durand
VP of Operations
Darlene Durand
VP of Operations

Darlene is responsible for onboarding new Digital Coworkers and managing Roots’ engagement with our customers.

Darlene hasworked in financial services and insurance for her 14+ year career focused on program management, continuous improvement, and account management. Before joining Roots Automation, Darlene helped stand-up automation centers of excellence and led customer engagement for AIG and Cognizant.

Darlene has a BA from the University of Miami, an MBA from the Univ of Dayton, and PMP, Agile and LEAN certifications.

Jermaine Everett
Head of Technical Sales
Jermaine Everett
Head of Technical Sales

As the Head of Technical Sales, Jermaine is responsible for overseeing the engagement and onboarding of new customers globally with Roots Automation.

Jermaine brings over 15 years of leadership experience in claims, strategy and operations. Most recently, Jermaine was responsible for establishing robotic automation programs globally at AIG.

Patrick Bounaix
VP of Software Engineering
Patrick Bounaix
VP of Software Engineering

Patrick is responsible for leading, scaling, and delivering enterprise-grade product software at Roots Automation. As VP of Software Engineering, he oversees a team of engineers and QA specialists to ensure the seamless integration of automation solutions, emphasizing reliability, scalability, and high performance. Patrick plays a pivotal role in driving innovation, optimizing development processes, and enhancing the overall user experience of our digital workforce.

Before joining Roots Automation, Patrick accumulated over 15 years of experience in engineering leadership roles. He was Director of Engineering at Vestwell, a Financial Services platform specializing in workplace savings, where he successfully expanded the engineering department from a Seed-stage startup to a Series C company. His background includes experience in various industries, including financial services, insurance, healthcare, and retail, where he honed his expertise in data modeling, cloud architecture, and microservices. Patrick holds a Bachelor of Science in Computer Science from the New York Institute of Technology.

David Geevaratne
EVP of Sales
David Geevaratne
EVP of Sales

David is an accomplished sales and marketing leader with over 20 years of experience driving growth and transformation in the tech industry. He has a proven track record of scaling companies and teams, having led global sales organizations at Uptycs and DivvyCloud, where he drove 3x growth in under two years. David co-founded New Signature, leading it to consecutive double-digit revenue growth and recognition as Microsoft's Partner of the Year. With expertise in cloud solutions, sales operations, and building high-performing teams, he focuses on data-driven strategies, solution selling, and automation. David has been recognized as a Minority Business Leader and named to CRN’s “30 in Their Thirties

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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.”
Harry Talbert
Senior Vice President of Information Systems, Eastern Alliance

Working alongside leading brands

INSIGHTS, NEWS & RESOURCES

Webinars

Webinar: 100x your underwriting & claims performance with AI

What would you do if you had 100x capacity, accuracy, speed across your claims and underwriting operations?

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Whitepapers

Whitepaper: Solving the Insurance Industry's Unstructured Data Challenge with AI

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Whitepapers

Whitepaper: Transforming Commercial Underwriting with AI-Powered Digital Coworkers

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Blogs

Announcing our $22.2 million Series B

Success Story

Increasing speed & accuracy of Claims Document Processing for a large Insurance Conglomerate

GET IN TOUCH

Let's make work more human, together.
Contact Us

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