Best Practices for Utilizing Ai in Insurance Podcast By  cover art

Best Practices for Utilizing Ai in Insurance

Best Practices for Utilizing Ai in Insurance

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  • Why AI adoption in insurance has shifted from “experimental” to operational
  • Robin Spaulding’s career journey and perspective from claims to leadership
  • How Roots uses agentic AI to automate underwriting, claims, and policy servicing
  • Key workflows primed for AI:
    • Claims indexing and first notice of loss
    • Claim summaries and document classification
    • Policy and submission review for complex commercial policies
  • The hidden cost of manual work in claims and underwriting
  • Balancing straight‑through processing with “human in the loop” decision‑making
  • Improving job satisfaction by removing repetitive administrative tasks
  • How better data flow between claims and underwriting improves outcomes
  • Why empathy and human judgment remain critical in claims handling
  • What insurance professionals should focus on to prepare for an AI‑enabled future

Focusing exclusively on risk management and insurance professional development, the Risk & Insurance Education Alliance provides a practical advantage at every career stage, positioning our participants and their clients for confidence and success.

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