Mission​

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Managing insurance policies should be as simple as purchasing them. Root Embed | Management was built to give policyholders on-demand access to view, update, and manage their policies through a white-label, plug-and-play solution.

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Root's goal was to design an intuitive and frictionless policy management experience that reduces insurer support overhead while improving customer satisfaction.

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To showcase its capabilities, we provide Dinosure by DinoParks, a fully configured example of an embedded policy management solution. This allows clients to explore the experience before customising it for their specific insurance products, such as pet, motor, or travel insurance.

 

Read more about Embed | Management in Root's Developer Hub.

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Impact​

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Root Embed | Management has enabled Root’s clients to offer policyholders a seamless, self-service experience, reducing operational overhead and improving customer satisfaction.

• Self-service access – Policyholders can update details, manage billing, and more—no agent needed.

• Secure & seamless login – Simple authentication for safe policy management.

• Frictionless UX – Designed for easy navigation and quick actions.

• Customisable Branding – Fully adaptable UI to match insurer branding.

• Operational efficiency – Reduced support tickets by enabling self-service.

• Mobile-optimised – Works seamlessly across devices for anytime access.

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My services

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• End-to-end design – Led UX research, wireframing, and UI/UX design.

• Conversion-focused UX – Designed intuitive, high-converting interactions.

• Client & engineering collaboration – Ensured seamless execution with stakeholders.

• User testing & iteration – Conducted discovery sessions and usability testing.