Embed
Root Embed is a platform add-on that allows you to add a white-label Sales channel and Management portal to your existing digital customer journey.
Learn more about how to set up and use Root Embed:
- Embed overview
- Embed configuration
Configure Embed to match your existing customer experience. - Embed implementation
Implement Embed into your digital customer-facing frontends or third-party channels. - Embed sales prefill values
Pre-fill any field Embed | Sales flow with existing data from your system. - Policyholder from quote
Pre-fill the policyholder step with data collected in the quote step.
Updated 6 months ago