Quote smarter. Bind faster.
What's new in our agent portal:
A guided quoting experience
Start a quote right from your dashboard and move through a step-by-step flow broken into four categories—drivers, vehicles, coverages, and review. State-specific questions only appear when they’re needed, so nothing slows you down.
Smarter prefills, less input
Once you enter primary driver information, the system runs a prefill report to uncover additional drivers, vehicles, and details. Add discovered information with a click, or edit anytime. Bridging from a competitive rater? Drivers, vehicles, and coverages populate automatically after pricing.
Real-time pricing you can trust
As you adjust limits or deductibles, pricing updates instantly. View premiums as a 6-month total or monthly payment. After the MVR runs, you’ll see a clear, bindable price—so there are no surprises at checkout.
Clear review before you bind
A dedicated review screen summarizes drivers, excluded drivers, vehicles, and coverages in one place. Need to make a change? Just click and jump straight back to the right section.
Flexible quote sharing
Email a quote directly to your client so they can bind on their own time. It's an easy way to keep the process moving when you're not in the same room.
A smoother checkout
Choose a start date, collect payment, and bind—all in one streamlined flow. After purchase, both you and your client receive confirmation emails, along with next steps and access to legal documents.
Root for Agents Quick Start Guide
Download our step-by-step handbook for a walkthrough of the Root Agent Platform, designed to help agents confidently quote and bind policies from start to finish. It covers everything from logging in and entering primary driver information to reviewing coverages, sharing quotes, and completing checkout. Clear visuals and guided instructions make it easy to navigate the quoting process and get policies issued quickly and accurately.
Take a closer look
Watch the video to see our new agent portal in motion.