What is the Claims AI Assistant:
The AI Assistant is an AI-powered optical character recognition (OCR) feature designed to improve the efficiency and accuracy of your insurance workflows on the Root Dashboard.
Users can use the Claims AI Assistant to:
Extract data from documents - information contained in documents uploaded to the Root Dashboard (such as claim forms, death certificates or other supporting documents) can be extracted using the AI Assistant’s OCR functionality.
Prompt the extracted data - prompt the extracted data for analysis and queries.
Pre-configure prompts - “Makers” (i.e. a specific user role in your organisation on the Root Dashboard) can create AI prompt presets that can be used by other users within your organisation. Prompts could include, for example, asking the AI Assistant to recommend next actions based on parameters defined within the prompt, or to flag risks or missing documents
The AI Assistant is not enabled by default and requires activation by your admin within the Root Dashboard. You need to enable AI for your organisation as a whole, as well as for specific individuals within your team. This ensures that you have complete control over whether or not your organisation uses AI and which team members will have permissions to use it.
For a guide on how to enable your Claims AI assistant please click here.
Disclaimer:
This feature is currently in a beta phase. We welcome any feedback you have while using it, as user input will guide our ongoing improvements to this feature.
Remember that AI is not infallible; always verify and check all responses for accuracy before incorporating them into your workflow.