Manage Quote Engines

The Title column is the internal name you gave the engine when you created it — it's how you tell engines apart on the management list when you have several running.

Consumers never see this title. Use whatever helps you keep things straight: Term — Texas Homepage, FEX — Facebook Ad LP, etc.

Placements is the number of distinct pages where this quote engine has been detected loading. Every time the embed script runs on a new page URL, that page is recorded as a placement.

It's a quick way to see if the same engine is live on more than one site or landing page. If you embedded it three places, you should see 3.

Viewed counts how many times a consumer actually loaded the engine on a page — i.e., the engine was rendered and seen, not just embedded. Each load increments the count.

Compare it against Submitted to gauge your conversion rate. A high Viewed and a low Submitted usually means the Quote Request form is asking for too much or the design isn't holding attention.

Submitted is the number of leads the engine has produced — consumers who completed the Quote Request and gave you usable contact info (email or phone). Each one becomes a row under Leads.

This is the column to watch. It's the volume that actually feeds your pipeline.

Yes — both open the same Create New Quote Engine modal where you pick a title and insurance type. The button on the Manage page is just a shortcut so you don't have to leave the table to add another engine.

Use whichever is closer to your cursor; the end result is identical.

Each row on the Manage table has three actions on the right:

• Review (magnifying glass) — opens the engine on the Review tab so you can grab the embed code and see a live preview.
• Edit (pencil) — opens the engine in the builder so you can change designs, content, and settings.
• Delete (trash) — permanently removes the engine. Existing leads stay in your Leads table, but the engine and its script tag stop working.