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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
    • Update policy schedule wording
    • Add a new benefit
    • Update pricing
  • Team collaboration workflow
  • App notifications
  • Building with AI

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
    • Upgrading to Root Node 24
    • Typescript Product Modules
  • 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
    • Instructions
    • Scheduled functions
    • Actions
    • Policy Module Display Data Hook
    • Application Module Display Data Hook
    • Application Cancellation Reasons Hook
  • Policy documents
  • Claims workflow
    • Claims blocks overview
    • Claims blocks reference
    • Disbursement blocks
    • Claims assessor checklist
    • Document labels
    • Claim assignments
  • Schemas
    • Schemas overview
    • Schema component reference
    • Module data display overview
    • Links in module data
  • 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
  • Glossary
  • Restricted data

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 commands
      • File and folder structure
    • Create a collection module
    • Build a collection module
      • Collection module settings
      • Root lifecycle events
      • Collection module UI components
      • Scheduled payments
        • Configure scheduled payments
        • Create and manage schedules
        • Submit scheduled payments
        • Scheduled payment events and troubleshooting
        • Scheduled payments example
      • Instructions for collection modules
      • Scheduled Jobs
    • Examples
      • Stripe Card Collections
    • Processes and practices
      • Environments
      • Publish collection module version
      • Link a collection module to a 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
  • Invoicing
    • Invoice lifecycle
    • Creating invoices
    • Credit notes and refunds
    • Invoice events

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 stores
  • 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

Task Management

  • Task management
    • Task concepts
    • Automated tasks
    • Assignment & scheduling
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Processes and practices

These guides describe processes and practices we use to coordinate with you on product module updates and deployments.

  • Product module updates and deployments
  • Product module tests
  • Coding standards
  • Git workflow

Updated 9 months ago


API docs
Product module updates and deployments
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