Create an application for a policy

An application for a policy needs to be captured before a policy can be issued. This is dependent on the workflow of your organisation.

To create an application for a policy, 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. Click the blue New policy button in the top right corner of your screen.

4. Select the product you would like to create an application for by clicking on Add. (You will issue the policy later.)

5. Follow the Steps summarised in the progress tracker on the left of your screen.
6. Fill out the form.
   Note: This includes the policyholder's ID number, which is used to check for an existing policy. Depending on the product, this verification step may occur at the beginning of the application process, or after completing the coverage options and risk factors.

7. If you’re creating an application for a group policy, you'll need to upload the list of members. You can do this under the Upload Members section by uploading a CSV file. Drag and drop the file, or click Browse to select it manually. To get started, click Download Example to download a sample CSV file that you can edit and reupload.

8. Review the quote. If all the information is correct, click Next. If not, you can click Back to make changes.

9. Complete the Policyholder details and the Additional details (if this step is included): This may include the policyholder's ID number or email address used to check for an existing policyholder. The verification can occur either at the beginning of the application process or after the coverage options and risk factors have been reviewed, depending on the specific product.

Note:  This verification step may occur at the beginning of the application process or after completing the coverage options and risk factors, depending on how the product is set up.

10. Review the application information. If all details are correct, you can either send the policyholder a quote by clicking Send in the top right corner of the form, or create the application to view later by clicking Next.

11. Add a payment method (optional). You may be requested to add a payment method next. If the policy premiums are being paid by debit order, you will need to enter the banking details of the person responsible for making the payment. Once completed, click Next. The payment methods available to choose from will vary depending on your product. Once completed, click Next, or you can Skip this step for now. 

12. After completing all the steps above, review the information carefully before taking any action. From there, click  Issue policy to proceed or click X or Cancel to exit. 

13. If you choose to exit, remember to save all changes by clicking Save and exit.

 You can also:

• Add new application: Use a different product module for the same policyholder (highlighted in red).
• Remove an application: Delete an application before issuing the policy (highlighted in green).
• Send an application: Send the policyholder the application by clicking Send (highlighted in purple).

 Notes:

• Once the policy is issued, it will appear at the top of the list of policies.
• Once the application is created, it will appear at the top of the list of applications. To issue a policy from an application, follow this guide.