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Insurance on Root

  • Overview
  • Issuing policies
  • Managing policies
  • Claims
  • Complaints

Workbench tutorials

  • Getting started with Workbench
  • Setup tutorial
    • Set up on Root
    • Use Workbench on Replit
    • Set up Workbench on your local environment
  • Prerequisite skills
  • Dinosure tutorial
    • Update policy schedule wording
    • Add a new benefit
    • Update pricing
  • Team collaboration workflow

Other tutorials

  • Webhook setup and verification

Product modules & workflows

  • Product modules overview
  • Product module features
  • Workbench
    • Workbench dashboard
    • Workbench CLI tool commands
    • File and folder structure
  • Settings
    • General settings
    • Billing settings
  • Event hooks & actions
    • Event hooks overview
    • Product module code
    • Quote hook
    • Application hook
    • Policy issue hook
    • Alteration hooks
    • Reactivation hook
    • Requote hook
    • Lifecycle hooks
    • Scheduled functions
    • Actions
  • Policy documents
  • Claims workflow
    • Claims blocks overview
    • Claims blocks reference
    • Disbursement blocks
    • Claims assessor checklist
    • Document labels
  • Schemas
    • Schemas overview
    • Schema component reference
  • Handlebars
    • Handlebars overview
    • Handlebars helper reference
  • Embed
    • Embed overview
    • Embed configuration
    • Embed | Sales prefilling
    • Policyholder prefill from quote
    • Embed implementation
  • API docs
  • Processes and practices
    • Product module updates and deployments
    • Product module tests
    • Coding standards
    • Git workflow

Customer notifications

  • Customer notifications overview
  • Custom notification events
  • Claim notification events

COLLECTIONS

  • Collections overview
    • Collection lifecycle
    • Glossary of collection dates
    • Collection statuses
    • Collection notifications
  • Collection Modules
    • Workbench
      • Workbench CLI tool commands
      • File and folder structure
    • Create a new collection module
    • Build a collection module
      • Settings
      • Root lifecycle events
      • Collection module UI components
    • Examples
      • Stripe Card Collections
    • Processes and practices
      • Environments
      • Publish collection module version
      • Link to Product Module
  • Manual EFT collections
  • Coupons
  • Native debit order collections
    • Collection strategies
    • Daily collections process
    • Setting up your Nedbank account
    • Supported banks
    • Success assumed after 5-days
    • Account number validation (CDV)
    • Account verification (BANV/AVS)
    • TT2 DebiCheck
  • Custom payments integration
    • Configuration & rules
    • Payment instructions
    • Create or update payments

Data management

  • Data management overview
  • Insights overview
    • Data definitions
    • Query reference
  • Data Adapter
    • Connect to Data Adapter
    • Tutorial: Use DBeaver to connect to Data Adapter
    • Tutorial: Use PowerBI to connect to Data Adapter
    • Data Adapter queries
    • Archived snapshots
  • Data exports
  • Data migrations

Courses & Certifications

  • Product Builder Fundamentals Course
    • Course overview
    • Part 1: Getting set up with your first product
    • Part 1.1: Product module specifications
    • Part 2: Generating insurance quotes
    • Part 3: Issuing policies
    • Part 4: Amending policies with alteration hooks
    • Part 5: Lifecycle Hooks and Reactivation
    • Part 6: Scheduled Functions and Anniversary Logic
    • Part 7: Crafting documents and documentation
    • Part 8: Building a Claims and Payout Flow
    • Wrapping up
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Collection notifications

Suggest Edits

Root also supports a range of customisable collections notifications to keep customers informed of collection related events (including failed collections), and any changes to their policy status.

Please see Customer notifications overview for more information.

Updated 11 months ago


What’s Next
  • Customer notifications overview
  • Custom notification events