Root release update | August 2023

What's new this month? 🚀

• Flexible policyholder fields

  You can now configure the date of birth and suburb fields on the policyholder as optional in the product module settings. These settings are applied in the dashboard UI and at the application step on the platform. Read the docs.

• Embed | Sales enhancements

  We've made the following improvements to the Embed | Sales add-on to provide you with more flexibility to configure your ideal customer experience:

  • Embed Sales for unauthenticated users: Your customers can complete the Embed flow unauthenticated within a production environment. This process involves a policyholder lookup based on the unique identifier. If an existing policyholder is identified, the policyholder_id will be retrieved, creating an application.
  • Session continuity: Session resumption within Embed in now available, from any device. Your customers can pick up from where they left off in the Embed flow, with all their previously completed data automatically repopulated in the forms.
  • Stripe integration for Embed | Sales and Management­: This update enables customers to input and update their payment details for Stripe. When a new policy is issued, a new customer is created on Stripe and the payment details stored.
  • Form-style display: You can not change the display of Embed to a standard input form by setting the disableSteppedComponents setting to true in the styles object within the embed config. This means your customers can complete a form by scrolling to each field.
  • Markdown support for schema components: You can now use markdown in section headings, paragraphs, and all label values, including custom labels for policyholder and beneficiary steps. For example, this allows you to add links to T&Cs and other documents to a schema component.
  • Google Maps Autocomplete Integration: You can now use Google Places Autocomplete in Embed | Sales, facilitating the collection of precise policyholder addresses.
  • Multiple quote options: This update automatically displays multiple quote options in the quote step depending on the quote packages returned by your product module allowing your customers to choose their preferred quote option within the Embed interface. This update also brings a refreshed design to the quote display.
  • Display premium in progress bar: Activate the premiumInProgressBar setting to display the premium value in the progress bar.

• Supplementary terms files:

  You can now specify up to five supplementary terms files, provided as flat PDFs, under documents > supplementary-terms. Just like the main terms file, supplementary terms files will be seamlessly attached to customer emails. Custom file names can be specified in settings.policyDocuments. Supplementary terms files are available for download in the Documents section of policies. Read the docs.

• Workbench command enhancements

  We've made the following improvements to Workbench commands to provide you with a better building experience:

  • Rp generate – display conditions: Up till now, rp generate could only handle one specified condition under the conditional validations (then otherwise). Now, rp generate can handle scenarios where both then and otherwise fields of Joi when are provided.
  • Rp generate – alteration schemas and payloads: Generate alteration schemas and payloads with the command rp generate [-w, -p] alterations. This command will generate schemas or payloads for all alterations specified in your .root-config.json file.

If you have any suggestions or feedback, please share them with your Project Lead or submit them via the Root product roadmap so that we can take them into account.

Let's build this awesome new future of insurance together 💪