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.