9root logo

Insurance workflow automation that works like your best employee—only faster.

Purpose-built for carriers, MGAs, and TPAs, 9root accelerates your operations by automating intake, enrichment, and resolution within your current stack.

Why 9root

Blends in. Stands out.

Works alongside your current systems, data sources, and teams.

Smarter than RPA. Easier than AI.

No prompt engineering or custom LLM training required.

Live in days—not quarters.

Faster than hiring. Built for scale.

Core Solutions

Purpose-built automation for the insurance industry's most critical workflows.

Email Triage Automation

  • Email analyzed, data extracted, identify intent
  • Smart routing, escalation, summarization
  • Full transparency and audit trail
Inbox → 9root → Action
New Claim: Auto Accident
Attachment: Police Report PDF
Routed to: Senior Adjuster
Priority: High | Data extracted

Data Enrichment Agents

  • Browse the web, capture unstructured data in real-time.
  • Pull data from third-party APIs, underwriting tools, internal systems
  • Research agents that reason, not just fetch
Data Sources → Analysis → Insights
Company's Website
Public Records
Claims History
Risk Assessment: Medium
Recommendation: Standard rate

Agentic Workflow Automation

Orchestrate intelligent actions across your systems with the precision of AI and the judgment of your best team members.

  • Automates end-to-end workflows across email, claims, underwriting, and support
  • Combines AI agents, human checkpoints, and system updates in a single orchestrated flow
  • Built-in audit trails, permissions, and quality control—right out of the box

Agents that do the work—not just summarize it.

Agentic Workflow Example: Legal Demand Triage

🤖
Classify email & extract claim ID
AI Agent
✓ Complete
🤖
Detect legal demand tone
AI Agent
✓ Complete
⚙️
Assign to General Counsel
Rule Engine
✓ Routed
🔁
Add claim note in CMS
System Action
⏳ Pending
👤
Email response confirmation
Human Reviewer
⏳ Awaiting

Demand handled in under 3 minutes—fully logged, no inbox clutter.

Built for Insurance

We built 9root to solve your problems: inbox overload, fragmented systems, slow cycle times, and expensive manual work. Our team has decades of experience in technology and workflow automation.

🛠️ Easy to Onboard. Built to Blend In.

Getting started with 9root is easier than hiring a new employee. We use your existing documentation and systems—no rip-and-replace required.

Leverage what you already have

We ingest your SOPs, process docs, and handbooks to train AI agents on your workflows.

Secure, private, and credentialed

Agents run in your dedicated secure environment and authenticate like any new team member—with full auditability.

Minimal lift for your IT team

No major integrations or change management required.

Keep using your existing tools

9root works alongside your inbox, CRM, claim system, and other systems of record.

From zero to productive in days—not months.

Enterprise Ready & Secure

Built with enterprise-grade security and privacy from day one.

Data Encryption

Your data is encrypted in transit and at rest using industry-standard encryption protocols.

Dedicated Environment

Your company gets a dedicated, isolated environment ensuring complete data separation.

Private AI Models

AI models do not train on your company data, ensuring complete privacy and confidentiality.

Join our early design partners shaping the future of insurance ops.

Get early access, provide feedback, and influence our development roadmap.

Get in touch

Ready to transform your insurance operations?