Overview
Root is a South African insurtech – embedded insurance platform with modular policies (cellphone, gadgets, life, funeral). The Automize Root connector covers quotes, policies, claims, policyholders, products.
- Regions: South Africa.
- Plans: Partner integration – apply via Root.
Setting up the connection
Auth type: API Key.
- Root admin → API Keys → create token.
- In Automize → Settings → Connectors → Root Insurance. Paste token.
Find your credentials at https://app.root.co.za/.
Rate limits
Per-account, generous for partner integrations.
Data model
Embedded insurance primitives:
Product (modular policy template) ─── Application (quote) ─── Policy ─── Claims
Policyholder (the insured)Available operations
13 operations available. Click any row to jump to its detail.
| Operation | Category | What it does |
|---|---|---|
| Cancel Policy | General | Cancel an active policy |
| Create Application | General | Create a policy application |
| Create Claim | General | Submit a new claim |
| Create Policyholder | General | Create a new policyholder |
| Create Quote | General | Generate an insurance quote |
| Get Policy | General | Get policy details by ID |
| Get Policyholder | General | Get policyholder details |
| Get Product | General | Get product details by ID |
| Get Quote | General | Get quote details by ID |
| List Claims | General | List all claims |
| List Policies | General | List all policies |
| List Products | General | List available insurance products |
| List Quotes | General | List all quotes |
Operations
Cancel Policy
Cancel an active policy
| Parameter | Required | Type | Description |
|---|---|---|---|
Reason reason | Yes | text | |
Policy Id policy_id | Yes | text |
Create Application
Create a policy application
| Parameter | Required | Type | Description |
|---|---|---|---|
Quote Id quote_id | Yes | text | |
Policyholder Id policyholder_id | Yes | text |
Tips
- product_module_key + applicant + module-specific fields.
Create Claim
Submit a new claim
| Parameter | Required | Type | Description |
|---|---|---|---|
Policy Id policy_id | Yes | text | |
Description description | Yes | text |
Tips
- policy_id + claimant + incident details + supporting docs.
Create Policyholder
Create a new policyholder
| Parameter | Required | Type | Description |
|---|---|---|---|
Id Number id_number | Yes | text | |
First Name first_name | Yes | text | |
Last Name last_name | Yes | text | |
Email email | Yes | text | |
Date Of Birth date_of_birth | Yes | text |
Create Quote
Generate an insurance quote
| Parameter | Required | Type | Description |
|---|---|---|---|
Type type | Yes | text | |
Product Module Id product_module_id | Yes | text | |
Data data | Yes | textarea |
Get Policy
Get policy details by ID
| Parameter | Required | Type | Description |
|---|---|---|---|
Policy Id policy_id | Yes | text |
Get Policyholder
Get policyholder details
| Parameter | Required | Type | Description |
|---|---|---|---|
Policyholder Id policyholder_id | Yes | text |
Get Product
Get product details by ID
| Parameter | Required | Type | Description |
|---|---|---|---|
Product Id product_id | Yes | text |
Get Quote
Get quote details by ID
| Parameter | Required | Type | Description |
|---|---|---|---|
Quote Id quote_id | Yes | text |
List Claims
List all claims
No input parameters.
Tips
- Filter by policy_id, status.
List Policies
List all policies
No input parameters.
List Products
List available insurance products
No input parameters.
Tips
- Returns available products (gadget insurance, life, etc.) for your partner agreement.
List Quotes
List all quotes
No input parameters.
FAQ
- Root vs MiWay?
- Root: tech-first, API-native, embedded-insurance partnerships. MiWay: traditional direct insurer with broker API.
- Sandbox?
- Yes – Root sandbox uses test policies + payments. Set environment=sandbox on connection.