Multiroot policies help insurance carriers enhance their product offerings by bundling
multiple insurance products, such as auto and home insurance, into a single policy. This
approach provides versatile coverage options that you can market and sell as a unified
package.
Required Editions
Available in: Lightning Experience in Professional, Enterprise,
and Unlimited editions with the Insurance Industries managed package.
As part of the multiroot policy services, you can:
Create multiroot insurance policies from multiroot quotes by using the
InsPolicyService.createMultiRootPolicy service.
Modify existing multiroot policies based on evolving user needs by using the
InsPolicyService.createMultiRootPolicyVersion service.This service
includes adding or removing root products, ensuring that the policy remains relevant and
valuable over time.
Create an endorsement quote from a multiroot policy by using the
InsQuoteService.createEndorsementQuote service.
Manage all transactions related to these policies.The streamlined management of
bundled policies simplifies internal operations, reducing administrative overhead, and
improving efficiency.
Retrieve the status of asynchronous policy administration jobs by using
the InsPolicyService.getPolicyAsyncJobStatus service.
Hierarchical Structure and Features of Multiroot Policies Multiroot policies are organized in a hierarchical structure. A parent policy serves as the primary entity, connecting to multiple child policies, each representing a specific insurance product within the bundle. This approach provides a clear and comprehensive representation of the entire multiroot policy.
Support for Additional Fields Use the additional fields option to include custom fields or override Quote fields in both parent and child multiroot policies.
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