Top tips
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How does billing on the Root platform work?
There are various factors that can impact a pre... -
Edit a policyholder's information
Policyholder information can be updated after i... -
Manage beneficiaries on a policy
A policyholder can nominate an individual, mult... -
Cancel a policy
To cancel a policy, follow these steps: Log in... -
Create a refund request
Note: A refund request can only be created if a... -
Claims overview
The Root dashboard enables organisations to man... -
Open a claim
Once you have logged into your Root dashboard, ... -
Create a note on a claim
To create a note on a claim, follow these steps... -
View your profile
To view your profile, follow these steps:Â Log... -
Add a payment coupon to a policy
A payment holiday allows a policyholder to skip... -
View the payments on a policy
On every policy, a record is kept of the paymen...
More Resources
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Root Platform
Want to find out more about Root? Visit our website. -
Developer Hub
Want to learn more about building insurance products on Root? Visit our Developer Hub for more information.