---
schema_version: "1"
id: 06cdc5bdb188f711565d7eedb6ed4b6084e440c20165d1a45592fba0fc0384f9
title: Renew Multi-Root Policy
collection: legacydeveloper
version: current
locale: en-us
portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/insurance_developer_guide/renew_multi_root_policy_using_quote.md
canonical_url: https://developer.salesforce.com/docs/atlas.en-us.insurance_developer_guide.meta/insurance_developer_guide/renew_multi_root_policy_using_quote.htm
source_site: developer.salesforce.com
content_type: documentation
content_hash: bb7e86c11bd0cd009d3bda5eefb39d5757a9d53aa161612accb7f2b023379dca
description: Renew a multi-root policy to create a new policy term for the parent policy and all associated child policies. The parent–child policy structure is preserved in the renewed term.
---
# Renew Multi-Root Policy

Renew a multi-root policy to create a new policy term for the parent policy and all associated child policies. The parent–child policy structure is preserved in the renewed term.

Make sure you have these details before renewing a multi-root policy:

- The Policy ID of the active parent insurance policy to be renewed.
- The Pricebook ID required to generate the renewal quote.

1. Get Policy Context—Retrieve the policy context by using the policy ID through one of the following methods:
    
    - Make a GET request to the [Insurance Policy Details](https://developer.salesforce.com/docs/atlas.en-us.264.0.insurance_developer_guide.meta/insurance_developer_guide/connect_resources_get_policy.htm) Connect API.
    - Use the [Get Insurance Policy](https://developer.salesforce.com/docs/atlas.en-us.264.0.insurance_developer_guide.meta/insurance_developer_guide/actions_obj_get_insurance_policy.htm) invocable action.
    
    Returns the context required to generate the renewal quote.
2. Create Renewal Quote—Use the policy context to create the renewal quote by using one of the following methods:
    
    - Make a POST request to the [CreateUpdateQuote](https://developer.salesforce.com/docs/atlas.en-us.264.0.insurance_developer_guide.meta/insurance_developer_guide/connect_resources_insurance_quote.htm) Connect API.
    - Use the [Create Insurance Quote](https://developer.salesforce.com/docs/atlas.en-us.264.0.insurance_developer_guide.meta/insurance_developer_guide/actions_obj_create_quote.htm) invocable action and specify the contextId and pricebookId.
    
    Creates a renewal quote associated with the active policy.
3. Modify Renewal Quote (Optional)—Configure changes to the renewal terms by making a PATCH request to the [CreateUpdateQuote](https://developer.salesforce.com/docs/atlas.en-us.264.0.insurance_developer_guide.meta/insurance_developer_guide/connect_resources_quote_details.htm) Connect API with the desired updates.
    
    ![Note](https://developer.salesforce.com/docs/atlas.en-us.insurance_developer_guide.meta/insurance_developer_guide/images/icon_note.png)
    
    #### Note
    
    For multi-root policies, ensure pricing is recalculated across all root products to accurately compute aggregate totals and prorated term premiums.
4. Renew Multi-Root Policy—Use the updated context to renew the policy by using one of the following methods:
    - Make a POST request to the [Multi-Root Policy Renewal](https://developer.salesforce.com/docs/atlas.en-us.264.0.insurance_developer_guide.meta/insurance_developer_guide/connect_resources_insurance_policy_multi_root_renew.htm) Connect API.
    - Use the [Renew Multi-Root Policy](https://developer.salesforce.com/docs/atlas.en-us.264.0.insurance_developer_guide.meta/insurance_developer_guide/actions_obj_renew_multi_root_insurance_policy.htm) invocable action.

- Returns an Async Request ID in the response to track the job status.
- Creates a new parent policy record and corresponding child policy records for the new term.
- Creates a corresponding transaction record for each child policy. In addition, creates a parent policy transaction that represents the rolled-up premium from all associated child policy transactions.
- Consolidates financial details at the parent policy level.