Root - Embed | Management

Give your policyholders the freedom to view and manage their policies through your online portal, without having to pick up the phone, send an email, or speak to your team.

Customer-self-service

Let your customers self-service their policies

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

Root Embed | Management is a fast and seamless way to:

Let your customers manage their policies through your own customer-facing frontends or through digital partner-channels.
Provide a self-service portal for your customers without the need to custom build or integrate APIs.
Increase customer satisfaction and retention through a seamless end-to-end self-service customer experiences.
Maintain a consistent look and feel throughout the entire customer journey.
Benefit from Root’s digital expertise and the continuous enhancements to the Embed add-on.
Engage your customers where they are – online.

Benefits

Complete, customer-facing policy management portal
Individual modules for updating policy, beneficiary or payment details that can be enabled separately
Integrated through a few lines of code
Mobile-responsive
Fully configurable to match your existing customer experience
Upgrades and maintenance included