Knowledge Base / Quote Engines

Quote Engines

Having quote engines is a great way of providing your prospects an instant quote to give them an idea of what they are looking to pay. There can be a few questions that arise when building and deploying quote engines. Learn those answers here.

10 subtopics · 52 articles

All topics

How Quote Engines Work

5 articles

When a consumer fills out the quote engine details, where does their data go?
Do the quote engines start the application process of a policy?
What is the process from start to finish of the steps of a quote engine?

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Creating New Quote Engine

3 articles

How do I create a new quote engine and what insurance type should I use?
After I create a new quote engine, do I have to do anything else to use it?
Can I change the quote engine type after I create it?

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Manage Quote Engines

6 articles

What is the title column on the quote engine management table?
What is the placements column and how is it generated?
What is the viewed column and how is it generated?

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Designing - Quote Request

6 articles

What is the Quote Request for a quote engine?
How do I select a new design for the Quote Request?
What parts of the Quote Request can I customize?

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Designing - Quote Results

7 articles

What is the Quote Results for a quote engine?
How do I select a new design for the Quote Results?
What parts of the Quote Results can I customize?

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Designing - App Request

5 articles

What is the App Request for a quote engine?
How do I select a new design for the App Request?
What parts of the App Request can I customize?

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Designing - Thank You

6 articles

What is the Thank You for a quote engine?
How do I select a new design for the Thank You?
What parts of the Thank You can I customize?

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Designing - Settings

7 articles

What is lead distribution under the settings and how does it work?
How do I create a new lead distribution for my quote engine?
How does the round robin work on lead distribution?

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Designing - Review

3 articles

Where do I place the script tag of the quote engine to share?
How can I confirm my final version of my quote engine looks correct?
Can I fully test my quote engine on the review page?

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Sharing Quote Engines

4 articles

How do I share my quote engine with the script tag?
How can I share my quote engine on LinkedIn?
How can I share my quote engine on Facebook?

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