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Root Embed | Sales

Seamless, self-service insurance sales through a white-label, plug-and-play solution.

Year

2023

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Type​

Root Software Project

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Role

UI design
UX design
User Research & User Flows
Wireframing
A/B Testing & CRO
Web design
SEO

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Mission​

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In the evolving landscape of digital insurance, customers demand seamless, on-demand access to coverage. Root - Embed | Sales was designed to meet this need by providing a white-label, plug-and-play sales solution that integrates effortlessly into customer-facing platforms.

 

Root's was to create a product that enables insurers to scale embedded distribution with minimal technical overhead while maintaining a premium customer experience.

 

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

 

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

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Impact​

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Root - Embed | Sales has empowered Root's clients like EasyEquities, TFG, TwoThreeBird, Mr. Price and African Bank to expand their digital reach and provide a frictionless purchasing experience for customers.

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  • Fast deployment – Insurers can launch in under a week.

  • Seamless integration – Just a few lines of code to embed.

  • Frictionless UX – Guided flow from quote to policy issuance.

  • Brand adaptability – Customisable UI for different brands.

  • Mobile-optimised – Designed for smooth cross-device experiences.

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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.

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Wireframes & user research
available upon request

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