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Insurance on Root

Overview
Issuing policies
Managing policies
Claims
Complaints

Workbench tutorials

Getting started with Workbench
Prerequisite skills
Setup tutorial
- Set up on Root
- Set up Workbench on your local environment
Dinosure tutorial
Team collaboration workflow
App notifications

Other tutorials

Webhook setup and verification

Product modules & workflows

Product modules overview
Product module features
Workbench
Settings
- General settings
- Billing settings
Event hooks & actions
Policy documents
Claims workflow
Schemas
- Schemas overview
- Schema component reference
Handlebars
- Handlebars overview
- Handlebars helper reference
Embed
API docs
Processes and practices
Glossary
Restricted data

Customer notifications

Customer notifications overview
Custom notification events
Claim notification events

COLLECTIONS

Collections overview
Collection Modules
Manual EFT collections
Coupons
Native debit order collections
Custom payments integration

Data management

Data management overview
Insights overview
- Data definitions
- Query reference
Data Adapter
Data exports
Data stores
Data migrations

Courses & Certifications

Product Builder Fundamentals Course

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Updated 4 months ago