---
schema_version: "1"
id: b9c95bfd76406375131e182ae9b021663d6b28dee22cef88c591be2def0738bd
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_without_using_quote.md
canonical_url: https://developer.salesforce.com/docs/atlas.en-us.insurance_developer_guide.meta/insurance_developer_guide/renew_multi_root_policy_without_using_quote.htm
source_site: developer.salesforce.com
content_type: documentation
content_hash: 2c853829199c14d2642127c845e3a1ff73b0902536bb0342acc8267d5765b5f0
description: Creates a new policy term for a multi-root policy when pricing is handled through the Rating API instead of a quote. This process bypasses the creation of a quote record while generating new parent and child policy records for the renewed term.
---
# Renew Multi-Root Policy

Creates a new policy term for a multi-root policy when pricing is handled through the Rating API instead of a quote. This process bypasses the creation of a quote record while generating new parent and child policy records for 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.

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 price and renew the policy.
2. Generate Price-Adjusted Context—Generate a priced context for the new term by making a PATCH request to the [Insurance Product Rating](https://developer.salesforce.com/docs/atlas.en-us.264.0.insurance_developer_guide.meta/insurance_developer_guide/connect_resources_product_rating.htm) Connect API using the context ID.
    
    Returns a price-adjusted context that contains the premium calculation for the renewed term.
3. (Optional) Run Qualification Rules—Determine eligibility for renewal by making 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 with saveQuote=false.
    
    Returns an updated context containing eligibility results without saving a Quote record.
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 [Renew Multi-Root Policy](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 new parent and child policy records asynchronously 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.
- Creates transaction records associated with the renewed policy term.