Edit a policyholder’s information

Policyholder information can be updated after it has initially been captured.

To update a policyholder’s information, follow these steps:

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

3. Search for and click on the policy that you want to edit.
4. Once opened, click the policyholder’s name in the policy menu to the left of your screen. This will open the Policyholder view.

5. Click Edit. Information that cannot be updated, will be greyed out.

 In the example below, we cannot update the ID type

Policy updates:

• Any changes made to policyholder details will trigger an update to the policy schedule.
• The updated policy schedule is then emailed to the policyholder based on your product’s notification settings.
• If a single policyholder has multiple policies, it may trigger communications for all active policies.
• These updates can be viewed in the Activity log for the policy.

Policyholder view:

• The policyholder view offers an overview of the policyholder’s information and is a source of reference for all claims, and policies and payment methods linked to the policyholder.  
• From this view, you can click through to all policies and claims linked to the policyholder.

Note: Multiple payment methods may be listed for a policyholder, as we maintain a record of all current and past payment methods associated with the policyholder.