Building a Quick Quote process
From SchemeServe Help
For certain types of insurance it is desirable to give the customer an indicative quote prior to a full quotation. The recommended way to do this with SchemeServe is listed below.
Creating a Quick Quote page
- The following steps assume you have already created a Scheme in SchemeServe (under Admin > Schemes) along with a full set of Questions for full quotation (Admin > Questions). For this example we will imagine that the SchemeId for your scheme is 1.
- Next, you will need to create a page on your SchemeServe site to hold your Quick Quote process. To do this, go to Admin > Website > Pages and click 'New Page'.
- Click the Source view for the new page and enter some HTML to represent the form you'd like for your quick quote. For instance, for Landlords' insurance you might have input boxes for the Postcode and the Year the Property was built.
- Save your changes.