Overview

Root Embed allows you to rapidly embed your insurance products into your existing customer journeys through an iframe or as a standalone website accessed via a button or link. There are two add-ons, each configured and integrated separately, allowing you to ‘mix-and-match’ the perfect digital solution for your insurance offering:

Embed | Sales
The Sales add-on provides a complete mobile-responsive sales flow for quote generation and policy issuing through a white-label customer-facing frontend.

Embed | Management
The Management add-on is a complete customer-facing policy management solution enabling your policyholders to view, update and edit their policies through a white-label customer-facing frontend.

For a full example of the flow please see Dinosure.

The Embed section provides guidance on configuring, pre-filling values and implementing Embed on your frontend.

Configuration

The Embed configuration guide outlines the configurations that can be used to customise your workflow, including the Embed styles section where you can configure colors and other styling options applicable to the entire Embed flow. Along with various page specific configs to customise or disable features.

Sales prefill values

The Embed | Sales prefill values feature enables you to enhance the user experience of the Sales add-on by injecting data into the iframe via query parameters. This enables leveraging off of existing data captured to reduce user-effort during the workflow.

For example, if you have captured a user's email address at the beginning of your sales workflow, you can pre-populate the email field in the personalDetailsValues so the user doesn't need to capture again.

Please note that this is for the Sales add-on only.

Implementation

The Embed implementation guide provides the details to integrate Embed into your frontend.

The chosen option and related steps can be followed after the Embed configuration is finished.