Create a single, comprehensive quote that includes multiple root products, such as Auto and Home. Captive agents can configure and price several products together and present them as a single offering. All lifecycle operations are managed at the parent policy level, and premiums and taxes aggregate from each child policy to deliver a consolidated financial overview. Use the multi-root issuance API (or invocable action) to create the parent and child policies upon quote acceptance. Manage subsequent renewals and endorsements at the parent policy level using the corresponding multi-root APIs or invocable actions.
Where: This change applies to Lightning Experience in Professional, Enterprise, and Unlimited editions with Digital Insurance.