Top tips
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How to read the Payments on a policy
 On every policy, a record is kept of the paym... -
How does billing on the Root platform work?
There are various factors that can impact a pre... -
How to open a claim
In this guide we will look at how to: Open a c... -
How to update a policyholder's information
Policyholder information can be updated after i... -
How to manage beneficiaries on a policy
A policyholder can nominate one or more people,... -
How to cancel a policy
A policy is cancelled when the insurer or polic... -
How to create a refund request
A refund request can only be created if at leas... -
Claims overview
The Root dashboard enables organisations to man... -
How to add a note to a claim
When a note has been added to a claim, it will ... -
How to update your Account Settings
To view your account settings, navigate to the ... -
How to add a payment coupon to a policy
Payment coupons are issued to policyholders whe...
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.
