We’re committed to keeping you fully up to speed with all of the features, enhancements and fixes we ship at Root. Here are all of the updates and improvements we shipped over the last month 🛠️

Features

We’re working on new features to expand what you can do on Root:

• Ongoing improvements to claims AI: We’re refining document-processing capabilities ahead of rollout in the new year. This feature will help agents extract and query information from claim documents using AI. We’re also developing additional AI features to support document processing and product module workflows. If you’re interested in exploring AI functionality, please reach out.
• New policyholder section on Dashboard: You can now view and manage all your policyholders directly from the dedicated policyholder list view in Dashboard. Alongside this release, we’ve made improvements to performance, form behaviour, and the list view to support a smoother experience.
• Disable billing day adjustments setting: A new setting allows you to disable the automatic creation of pro-rata ledger entries when the billing day is changed. This gives you more control over billing adjustments and how they are applied.

Platform Enhancements

• Performance Enhancements

  We’ve introduced enhancements to improve stability, efficiency, and visibility across Root:

  • React Select upgrade on Dashboard inputs: Updates were made to unify how select inputs behave across the Dashboard, supporting improved stability and consistency ahead of future platform upgrades.
  • Streamlining platform infrastructure: Work was done to simplify and modernise parts of our internal infrastructure, particularly around how product modules and notifications are handled. These changes improve performance, reduce complexity, and lay the groundwork for future enhancements.
  • Handle product module code timeout errors: The platform now catches product module code timeout errors and logs them specifically in the run logs.
  • Allow ES2023 syntax in Workbench without validation restrictions: Workbench no longer enforces ES2018 syntax validation and now supports ES2023 syntax, enabling a smoother development process and improved code compatibility.
  • Document filename display adapts to screen size: The number of characters shown for long filenames in the Documents section adjusts based on screen width, improving readability across different devices.

• Billing Enhancements

  We’ve made several improvements to increase reliability, accuracy, and automation across Root’s billing processes.

  • New alwaysChargeMonthlyPremium setting: This setting allows premium payments to be created even if the policy is in credit or has no payable amount. This improves billing consistency and gives you more control over premium collection. Read the docs.
  • Reset lapse checks on policy re‑activation: Work has been done to support resetting lapse checks when a policy is re‑activated, helping ensure more accurate policy status tracking. This behaviour is currently opt‑in and can be enabled on request for clients who want it.
  • Prevent batch submission on public holidays: Payment batches are now explicitly prevented from being submitted on public holidays to help avoid invalid processing.
  • Updated public holidays for 2026: The list of public holidays for 2026 has been updated to ensure accurate billing scheduling and planning within the platform.
  • Improved error messages on payout requests: Error messages for payout requests now display the specific issue instead of a generic message, making it easier to understand and resolve problems.
  • Improved handling of Nedbank rejection messages: Nedbank rejection messages have been updated and normalised to ensure consistent recognition by trimming trailing commas and expanding response coverage. This enhancement improves accuracy in processing rejection responses.
  • Improved billing system performance: We’ve made backend updates to improve the reliability and efficiency of how billing events are processed across the platform.
  • Cap arrears payments to premium amount: When creating split arrears and premium payments, arrears payments are now capped to the maximum premium amount to prevent overpayment due to last failed payment values being larger than the premium.

• Bug fixes

  We’ve addressed key issues to improve system reliability:

  • Correct published at timestamp in product module list: The published at timestamp now displays correctly in the product module list view, ensuring accurate and clear product module information.
  • Failure codes affecting payment method blocking: Payment methods will no longer be incorrectly blocked when their failure codes are included in the doNotBlock list.
  • Improved error handling in payouts and version checks: We’ve fixed an issue where payout attachment errors weren’t properly surfaced when marking a request as paid. These are now clearly shown in the interface, and the modal stays open when something goes wrong. We also improved how errors are handled on the workbench CLI tool, now returning relevant exit codes when an error is encountered.
  • Fixed issue with archive role modal view: The Archive Role modal now correctly handles cases where the reassignment role variable is undefined, ensuring a smoother user experience.
  • Prevent cross environment claim notifications: Claim notification emails are now correctly filtered by environment, ensuring sandbox-only users no longer receive alerts about production claims.

If you have any suggestions or feedback, please share them with your Client Success Manager or submit them via the Root product roadmap to make sure we always know what’s top of mind for you.