Common questions about Designing - Quote Request answered in plain English. Part of the Quote Engines section of our agent knowledge base.
The Quote Request is the first screen the consumer sees — the entry form that captures the info the rater needs to pull rates (age, ZIP, household, coverage amount, etc., depending on insurance type).
It's the highest-impact screen in the funnel. If consumers bounce here, nothing else matters. Keep it clean, on-brand, and only ask for what you need.
On the engine's Quote Request tab, click Template gallery. You'll see thumbnails of every available layout — pick one and it's saved as the active design.
For Life, Medicare, and Final Expense engines, every gallery design works with every type — fields adapt automatically. ACA Health and Dental engines use their own dedicated gallery (Lumina, Hearth, Obsidian, Vivid, Zenith, Chronicle).
Under Customize style you can change the headline text and color, headline background, button text and colors, body background and text colors, border color, overall width, and the disclaimer text and color.
Designs that include a hero block also expose hero title, hero body, and hero background controls. Every change saves to the live preview as you type — and to the published engine when you hit Save.
Yes — the right side of the Customize style screen is a Live preview that re-renders as you change each field. Pick a color, change the headline, set the width — the preview updates instantly so you can dial it in before saving.
Yes. Once you click Save, the change is pushed to the live embed code immediately — every consumer who loads your engine from that moment on sees the new look. There's no separate "deploy" step.
Use the Review tab to confirm the final result before announcing the change.
Yes. The Width field accepts any valid CSS width — pixels (400px), percentages (100%), or viewport units (50vw).
Percentages are usually the right call when you're embedding inside a column or sidebar on your website, since the engine will then resize with the container. Use a fixed pixel width when you want the engine to look the same regardless of where it sits.
Try a shorter keyword, or browse the questions in the sidebar.
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