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            Manage Multi-Root Quoting and Policy Lifecycle

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            Manage Multi-Root Quoting and Policy Lifecycle

            Streamline insurance sales by grouping multiple root products such as Auto, Home, and Medical into a single quote and policy structure. Insurance carriers can add multiple root products to a quote and offer them together as a single unit. This topic explains what a multi-root policy is, how it differs from a single-root policy, and the key considerations across quoting and policy lifecycle management.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions of Digital Insurance Platform

            This model supports scenarios where carriers sell and service multiple products for the same customer. Managing these products as independent quotes and policies increases complexity across pricing, lifecycle operations, and financial tracking. Multi-root policies reduce this fragmentation by enabling multi-product quoting and centralized lifecycle management while preserving product-level separation.

            Let's consider an example. Sara, a captive agent, creates a quote for a customer who requires Auto Gold auto insurance coverage, Dental Gold medical coverage, and Term Life Standard life insurance. She creates a single multi-root quote that includes all three products. When the policyholder accepts the quote, each product is issued as a separate child policy and linked under one parent policy.

            Product setup for multi-root policies is identical to single-root policies. You can add single-root bundles to a quote, and you can add the same bundle multiple times if required. No additional product modeling changes are required to support multi-root policies.

            Note
            Note The current scope of the multi-root policy lifecycle includes policy issuance, endorsement, and renewal.

            See Also

             
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