Building a Quick Quote process

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Introduction

NOTE: This guide is for web-designers and developers only: HTML and Javascript are not officially supported by ADM.

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

  1. 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.
  2. 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'.
  3. 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.
  4. If you'd like a button the user should press to get their quick quote you should add this to your form now. If you'd prefer the quote to be generated whenever the user makes changes to values you may leave this button out and add Javascript later to do this.
  5. You will need to add a button or link in the HTML which the user can click when they are satisfied with the quick quote premium and would like to proceed with a full quote. You might like to optionally show this button with Javascript only when a quick quote has already been performed. The URL that should be linked to is https://acme.schemeserve.com/getquote/agent.aspx?schemeId=SCHEME_ID_1 where the final querystring parameter includes the correct numeric SchemeId for the scheme you'd like to link to (in our example this was 1).
  6. Save your changes.
  7. Navigate to Admin > Website > Custom Javascript.
  8. Add to your custom javascript a function to calculate the quick quote based on the form you created above.