Requote an application

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To requote an application, follow these steps:

  1. Log into your Root dashboard.
  2. Click on the Applications icon in the blue menu bar on the left of your screen.

  1. Search for and click into the application that you want to edit.
  2. Click on the Actions dropdown at the top of your screen.
  3. Select Requote.

  1. Follow the Steps on the left of your screen.
    • Quote details: Review the information. If correct, click Next. If not, you can edit the details as needed.

    • Quote: Review the updated quote. If you are happy with the changes, click Next. If not, you can click Back to make further edits.

    • Summary: Review the quote summary. If all the information is correct, you can either send the policyholder a quote by clicking on Send, edit the quote by clicking on Edit, and/or finally requote the application by clicking on Requote application.

Once the application is requoted, the newest information will appear on your application.

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