Root release update | February 2022

What's new this month? 🚀

  • Ability to remove a payment method from a policy

    You can now remove a payment method from a policy through the dashboard. This action removes the payment method from the policy only, the payment method remains available for the policyholder. Please note that policy premiums can only be collected if a payment method is assigned to a policy.

  • Improvements to the policy import validation for payment methods

    We improved the policy import validation to make it easier to upload correct data. The field account holder is required to create debit order payments. Therefore, the payment method for policy imports now requires field account holder and treats the fields first name and last name as optional.

  • Improvements to the policyholder import validation for international phone numbers

    We extended our import validation to allow for the import of international phone numbers for policyholders.

  • Ability to prevent sending notifications for policy alterations

    Using Workbench, you can now prevent alteration hooks from triggering email or SMS notifications to policyholders. To ensure no notifications are sent when running an alteration hook, add the following code snippet to the body of the Apply Alteration hook api call:

curl 
https://sandbox.rootplatform.com/v1/insurance/policies/<policy_id>/alteration-packages/<alteration_package_id>/apply \
  --request POST \
  -u test_key_tYILz1640w9q5n5kNQUZ: \
  -H "Content-Type: application/json" \
  -d '{
    "ignore_notifications": true
   }'
  • Handlebars package version update

    We updated the Handlebars package to the version 4.7.7 to optimise platform security.

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

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