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:

• Preparing for AI claims assistant rollout: We’re continuing to develop an AI assistant that helps agents review claim documents and generate case notes. Recent updates include the ability to resume AI chats and copy responses into the claim’s activity log. The feature will be available for clients to enable in the coming weeks.
• Alteration packages on applications: We’ve added functionality to support alteration packages on applications, making it easier to manage custom changes during the application process.

Platform Enhancements

• Performance Enhancements

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

  • Ongoing work to support Node 24 upgrades: We’ve made progress toward enabling product module upgrades to Node 24.
  • Platform security improvement: We’ve made internal changes to improve platform security by removing outdated configurations and tightening controls. These updates help reduce risk and ensure continued compliance with best practices.

• Billing Enhancements

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

  • Improved efficiency in debit order processing: We’ve made backend improvements to speed up how debit order payments are submitted on behalf of clients, helping ensure faster and more reliable processing.

• Bug fixes

  We’ve addressed key issues to improve system reliability:

  • Fixed pagination issue on attachments tables: Resolved a bug that prevented pagination from working correctly on attachments for policies, policyholders, claims, and applications.
  • Bug fixes to improve billing accuracy: We addressed a few issues in the billing system to ensure payments and arrears are handled more reliably:
    • Updated billing run checks to respect arrears collection limits, reducing false validation errors.
    • Blocked payment submissions on Sundays and late Saturdays to avoid weekend processing issues.
    • Improved arrears logic to account for reversed payments, not just failed ones, for more accurate tracking.

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.