Policy Administration system

Tailored and intuitive management solution

Experience flexible, scalable, efficient and secure policy administration.


Say goodbye to legacy system constraints
Flexibility and control to customise your value chain

Root’s robust APIs, comprehensive documentation and partner ecosystem means ultra flexibility and ease of integration to build products, sell and manage policies to suit your customers. Put your team in control with Root’s low-code product Workbench. 

Speed, efficiency and cost reduction

Manage the full policy life cycle, automate back office processes, solve compliance and eliminate errors via a single user interface. Root’s core digital policy administration system offers end-to-end policy administration, from quote to claim.

Scalable and secure

Root’s cloud-native solution is hosted on AWS with a choice of infrastructure setups to suit your scale and governance requirements. AWS’ infrastructure is ISO27001, SOC2 and PCI-DSS complaint. We are SOC2 compliant and adhere to GDPR, UK GDPR and POPIA regulations.


From quote to claim

Optimise your insurance business with Root’s end-to-end insurance capabilities which cater for events across the entire policy lifecycle. 

APIs for customised quote and bind experiences
Policy issuing dashboard
Configurable pricing and rating engine
Configurable policy issuing workflow
Quote management
Application management
Policyholder management
Payment method management
Policy issue and bind
Policy documentation
Event-based notifications
APIs for customised  policy administration experiences 
Policy administration dashboard
Policy lifecycle & status management
Policy cancellation & reactivation management
Policy alterations & endorsements
Policy documentation
Event-based notifications
Policyholder complaints management
Compliant, automated reporting
APIs to integrate payment systems
Payment method flexibility
Raise premium
Payment creation (recurring, arrears, pro-rata, ad-hoc)
Payment review
Payment submission
Payment response processing
Premium accounting and reconciliation
Automated retries and retention
Policy ledger with full transaction history
Event-based notifications
Rewards programs and payment coupons
APIs for customised claims experiences
Claims handling dashboard
Configurable claims workflows
Claims creation
Information & document capturing
Claims assessment & confirmation
Claims finalisation & payout creation
Event-based notifications
Compliant, automated claims reporting
Segregation of duties for claims processing

Root’s policy lifecycle capabilities are enhanced via:

Low-code tools for insurance product development
Configurable pricing & rating engine
Customisable product templates to get started quickly
Product lifecycle management with hooks
Real-time, event-based webhooks for all policy and claims events
Customisable SMS and email notifications
Customisable policy documents
Sandbox environment for testing and training
Developer docs, guides, tutorials and community
Data integration for your BI tools
Configurable, self-service reporting
Automated SFTP, HTTPS or AWS S3 data downloads
Master data management tooling
Granular audit trails for all platform usage
Role-based account control
Standard user roles
Custom user roles
Inbound IP whitelisting
Ready to get started with Root?