How do I create a new quote engine and what insurance type should I use?
From Quote Engines → Manage, click Create new quote engine. Give it a title you'll recognize later (the consumer never sees it — it's just your internal label) and pick the insurance type.
Pick the type that matches the product the engine will quote:
- Life Insurance — term life rates.
- Final Expense — whole life / final-expense rates.
- Medicare — Medicare Supplement / Medigap rates.
- ACA Health Insurance — on-exchange health plans with subsidy estimation.
- ACA Dental Insurance — standalone dental plans.
Available types depend on your plan. If you don't see the one you want, check the Billing tab.
After I create a new quote engine, do I have to do anything else to use it?
A new engine is created with sensible defaults so it works out of the box — but you'll almost certainly want to customize it before sharing. Walk through the tabs in order: Quote Request, Quote Results, App Request, Thank You, Settings.
At minimum, check Settings → State selection (so you only get leads from states you're licensed in) and Quote Results → Company selection (so only carriers you're appointed with show up). Then open the Review tab to grab the embed code and publish.
Can I change the quote engine type after I create it?
No — the insurance type is locked in when the engine is created because the entire rater backend, form fields, and design templates are wired to that type. Switching mid-stream would invalidate everything you've customized.
If you picked the wrong type, the cleanest path is to delete the engine and create a fresh one. Designs and settings only take a few minutes to redo.
