Resources

Building a strong AI strategy in insurance comes down to the plan behind it. This eBook walks through how to pick the right first use case, measure what matters, and govern AI as it scales. 

See how insurance-specific LLMs and general-purpose LLMs differ across training data, accuracy, compliance, governance, and time to value. Learn where general models fall short in underwriting, claims, and policy servicing. 

Understand what fine-tuning involves to make better AI vendor decisions. Learn how it works, what it requires, and six questions to know if a vendor's model was built for insurance.

Consider these 9 principles when planning your AI direction in 2026 – covering the operational, governance, and workforce decisions that shape how AI actually performs in insurance.

These are 7 places where traditional automation falls short. And here's how to start adding insurance AI to the work you already have in place. 

This report delivers a grounded, real-world view of how insurers are evaluating, testing, and deploying AI in insurance. These findings are a practical benchmark to assess readiness, identify gaps, and pressure-test priorities.

This infographic outlines 8 steps insurers need to consider when moving AI from individual projects into a consistent capability across core operations.

This infographic breaks down why in-house AI projects consistently run over budget, over capacity, and under expectations. 

This checklist gives insurance leaders a practical tool to assess where their AI governance stands and what needs to change. 

Define the right use cases, evaluate your current systems, choose the right integration model, and execute in a way that supports governance, scalability, and results.

Learn the types of metrics insurers should be tracking to measure AI's impact on operational performance – measure progress, align AI initiatives with business priorities, and support sustainable adoption.

As insurers face a growing talent gap and increased pressure to modernize, Michelle reflects on her career in insurance while discussing talent, technology, and what AI means for the future of the industry. 

IT leaders are uniquely positioned to help scale AI securely and predictably. This IT playbook supports insurance IT teams with a clear, practical foundation for responsible implementation.

Here's a breakdown of key AI terms shaping insurance today so you can evaluate solutions, ask better questions, and engage more confidently in AI discussions without needing to be a technical expert.

This glossary is a practical, insurance-specific reference for understanding common AI terms. It’s a helpful page to bookmark for quick definitions, clear insurer-focused explanations, and related Roots resources.

Spot opportunities where agentic AI can take work off your plates and streamline day-to-day operations. It highlights real insurance tasks across various functions.

This interactive word search brings together AI and underwriting in a light, easy-to-play game for insurance teams. It’s a great way to take a quick mental break or spark a bit of fun, shareable team engagement. 

This is a quick, interactive word search game inspired by AI and claims – designed for insurance teams. It’s perfect for a quick brain break or a fun, shareable team activity. 

These resources provide guidance, tools, and explanations of each phase of the approval journey so you can anticipate what’s ahead and keep your AI initiative on track.

Here are the biggest hidden costs of poorly performing insurance AI and how they impact profitability, efficiency, and reputation. Understand what’s at stake and make better decisions about how AI is built, managed, and scaled.

Build your roadmap for AI success — from identifying the right use cases to measuring ROI and scaling adoption. Plus, get a complementary template to help communicate value, secure buy-in, and turn vision into results.

This downloadable resource outlines 10 proven ways insurers can reduce uncertainty to safeguard compliance, minimize risk, and maximize value when establishing AI partnerships.

Simplifying the vendor selection process, this questionnaire helps you ask the right questions and capture the information needed to make informed, confident decisions. 

With this checklist, you can move from experimenting with AI to achieving scalable results — lowering risks, earning executive support, and giving your teams the confidence to embrace AI-driven change.

When adopting AI in insurance, you need to prepare your organization to make it work. Here's a framework for aligning stakeholders, clarifying priorities, and spotting potential roadblocks before vendor discussions.

This infographic breaks down where AI adds unmatched efficiency – and where human judgment remains irreplaceable. It offers a side-by-side view of responsibilities across underwriting and claims.

Should you build your AI  solution in-house or partner with an insurance-specific AI vendor? This infographic reveals the true cost breakdown and what’s really at stake. Learn the full picture and weigh the trade-offs.

Learn key change management strategies – from understanding the emotional journey of change to outlining essential steps for a successful AI transition and defining the leadership needed to steer it.

Discover the core pillars of a scalable, high-impact AI strategy so you can lead with clarity and confidence. Whether to improve underwriting, streamline claims, or modernize IT operations, these tips will help you.

Learn how agentic AI sets itself apart from earlier AI technologies and explore its potential to transform critical insurance functions.

HITL ensures your automation remains reliable, ethical, and adaptable. This infographic breaks down how HITL strengthens agentic AI.

Learn how to establish a governance committee that aligns with regulatory standards, industry best practices, and your company's values.

To provide a clearer picture, we've developed an infographic that outlines the three foundational components of AI, serving as its building blocks. 

Maximize your AI potential! Download our report to gain expert insights into strategic adoption, must-have capabilities, and top use cases for a competitive edge.

This guide walks through everything you need to know about selecting the right AI-driven solution.