Edit a Policyholder's information

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

To update a policyholder’s information:

1. Log in to your Root dashboard.
2. Click on the Policyholders icon in the blue menu bar on the left of your screen.
3. On the Policyholders view, search for the policyholder. This can be done by entering their name or identification.

4.  Click the policyholder’s name in the policyholder search list. This will open the Policyholder details view.

   

    

5. Click Edit. Information that cannot be updated, will be greyed out. In the example below, we cannot update the ID type.

Note: Any changes that are made to policyholder details will trigger an update to the policy schedule. Depending on the customer notification settings for the product module, the updated policy schedule will be emailed to the policyholder. This means that if a single policyholder has multiple policies, it can trigger a communication on all active policies. You can see this on the Activity log.