Root Insurance

Root Insurance Policies API

The Policies API from Root Insurance — 32 operation(s) for policies.

GitHub OpenAPI
Business capability
Policy Administration Management BC-2140

Operations 41

POST /policies Issue a policy #
GET /policies List all policies #
POST /policies/issue-aggregated Issue an aggregated policy #
POST /policies/cancel Bulk cancel policies #
PUT /user-groups/{user_group_id}/policies Bulk reassign policy user groups #
POST /policies/lapse Bulk lapse policies #
GET /policies/{policy_id} Retrieve a policy #
PATCH /policies/{policy_id} Update a policy #
POST /policies/{policy_id}/alteration-packages Create an alteration package #
POST /policies/{policy_id}/alteration-packages/{alteration_package_id}/apply Apply alteration package #
GET /policies/{policy_id}/attachments List policy attachments #
POST /policies/{policy_id}/attachments Create an attachment #
POST /policies/{policy_id}/attachments/{attachment_id}/archive Archive an attachment #
GET /policies/{policy_id}/beneficiaries List beneficiaries #
PUT /policies/{policy_id}/beneficiaries Update beneficiaries #
POST /policies/{policy_id}/billing Update billing amount #
POST /policies/{policy_id}/cancel Cancel a policy #
GET /policies/{policy_id}/claims List policy claims #
GET /policies/{policy_id}/collection-requests/payment-dates Get valid collection dates for policy #
GET /policies/{policy_id}/debicheck-mandate Retrieve a policy's DebiCheck Mandate #
POST /policies/{policy_id}/prevent-lapse-and-ntu Prevent or Resume Policy Lapse and NTU #
GET /policies/{policy_id}/ledger List policy ledger #
GET /policies/{policy_id}/notes List policy notes #
POST /policies/{policy_id}/notes Add a note #
DELETE /policies/{policy_id}/payment-coupons Cancel payment coupons for a policy #
GET /policies/{policy_id}/payment-coupons Retrieve payment coupons for a policy #
POST /policies/{policy_id}/payment-coupons Create payment coupons for a policy #
POST /policies/{policy_id}/payment-coupons/{payment_coupon_id}/redeem Redeem payment coupon for a policy #
DELETE /policies/{policy_id}/payment-coupons/{payment_coupon_id} Cancel a payment coupon for a policy #
GET /policies/{policy_id}/payment-method Retrieve policy payment method #
PUT /policies/{policy_id}/payment-method Assign a payment method #
GET /policies/{policy_id}/payments List policy payments #
POST /policies/{policy_id}/payments Create policy payment #
POST /policies/{policy_id}/payments/allocate-eft Allocate an EFT payment to a policy #
POST /policies/{policy_id}/payments/request-collection Create collection request for policy #
POST /policies/{policy_id}/reactivate Reactivate policy #
POST /policies/{policy_id}/activate Activate policy #
POST /policies/{policy_id}/receipts Create a policy receipt #
POST /policies/{policy_id}/scheduled-functions/{function_name}/trigger Trigger policy scheduled function #
PATCH /sandbox-only/policies/{policy_id} Update a policy (sandbox only) #
POST /policies/{policy_id}/requote Requote policy #

Documentation

📖
Documentation
https://docs.rootplatform.com/docs/overview
📖
Authentication
https://docs.rootplatform.com/reference/getting-started-1

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/root/refs/heads/main/openapi/root-policies-api-openapi.yml

Other Resources

🔗
Sandbox
https://sandbox.rootplatform.com/
🔗
StatusPage
https://status.rootplatform.com/

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OpenAPI Specification

root-policies-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: 1.0.1
  title: Root Policies API
  description: Root is an end-to-end digital insurance platform that enables you to launch new products and digital engagement channels fast.
  termsOfService: https://rootplatform.com/about
  contact:
    name: Root support team
    url: https://rootplatform.com/contact
    email: support@root.co.za
servers:
- url: https://sandbox.uk.rootplatform.com/v1/insurance
  description: United Kingdom multi-tenant - sandbox
- url: https://api.uk.rootplatform.com/v1/insurance
  description: United Kingdom multi-tenant - production
- url: https://sandbox.rootplatform.com/v1/insurance
  description: South Africa multi-tenant - sandbox
- url: https://api.rootplatform.com/v1/insurance
  description: South Africa multi-tenant - production
security:
- basicAuth: []
tags:


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# Full source: https://raw.githubusercontent.com/api-evangelist/root/refs/heads/main/openapi/root-policies-api-openapi.yml