Difference between revisions of "Building a Quick Quote process"

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== Introduction ==
 
== 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.
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'''Note:''' This is a guide for your in house web-designers and developers only. ADM Networks do not support HTML and Javascript usage and thus any action taken using the information below is at your own risk.
  
  
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It is understood that for some types of insurance (for example; motor insurance) that it might be best to offer a “quick” and indicative quote prior to developing a full quotation. This can be facilitated in SchemeServe using the steps given 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.
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== Creating a Quick Quote Page ==
# 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'.
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# 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.
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# 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.
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'''Assumption:''' You have already [[Creating Schemes|created a Scheme]] and the [[Adding or Editing Questions for a Scheme|questions]] necessary for a full quotation.
# 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 <nowiki>https://TEST.schemeserve.com/getquote/agent.aspx?schemeId=SCHEME_ID_1</nowiki> where TEST is the correct subdomain for your SchemeServe site and the final querystring parameter includes the correct numeric SchemeId for the scheme you'd like to link to (in our example this was 1).
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# Save your changes.
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# Navigate to Admin > Website > Custom Javascript.
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'''Assumption:''' For this example the SchemeId for the Scheme is 1 you will need to substitute your own SchemeId where appropriate.
# Add to your custom javascript a function to calculate the quick quote based on the form you created above. The function should use the values entered by the user to lookup the correct premium for the combinations entered. Developers should try to keep this as concise as possible in order to avoid lengthy and unmanageable Javascript.
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#[[Creating Web Pages|Create a page]] for the Quick Quote process to be visible on
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#On this page, Click the Source View and add HTML to represent the form you want for your quick quote (for example: You might want to include Postcode and the Property Construction Date as input fields for Landlord's insurance)
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#You can add an HTML button for the user to click for a quote OR alternatively you can [[Using Custom JavaScript|add JavaScript]] later to automatically reconfigure the quote every time a change is made to the values in the fields
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#You should add a button or HTML link that the user can use to access a full quotation if they're happy with the quick quote. You could [[Using Custom JavaScript|use Javascript]] to show this button only once the quick quote process is complete. NOTE: The URL that you link to for this should be similar to this: <nowiki>https://TEST.schemeserve.com/getquote/agent.aspx?schemeId=SCHEME_ID_1</nowiki> Where “TEST” is the subdomain of the SchemeServe website you are using and the “SCHEME_ID” is changed to represent the Scheme ID that you are using.
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#Save your changes before proceeding
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#Go to the [[Using Custom JavaScript|custom JavaScript process]]
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#Add the custom JavaScript that calculates the quick quote based on the HTML form you have created. This will need to use values entered by the user to lookup up premium combinations. Developers should keep this JavaScript as concise as possible to minimize the risks of length and unmanageable JavaScript in the future.

Latest revision as of 04:57, 17 December 2012

Introduction

Note: This is a guide for your in house web-designers and developers only. ADM Networks do not support HTML and Javascript usage and thus any action taken using the information below is at your own risk.


It is understood that for some types of insurance (for example; motor insurance) that it might be best to offer a “quick” and indicative quote prior to developing a full quotation. This can be facilitated in SchemeServe using the steps given below:


Creating a Quick Quote Page

Assumption: You have already created a Scheme and the questions necessary for a full quotation.


Assumption: For this example the SchemeId for the Scheme is 1 – you will need to substitute your own SchemeId where appropriate.


  1. Create a page for the Quick Quote process to be visible on
  2. On this page, Click the Source View and add HTML to represent the form you want for your quick quote (for example: You might want to include Postcode and the Property Construction Date as input fields for Landlord's insurance)
  3. You can add an HTML button for the user to click for a quote OR alternatively you can add JavaScript later to automatically reconfigure the quote every time a change is made to the values in the fields
  4. You should add a button or HTML link that the user can use to access a full quotation if they're happy with the quick quote. You could use Javascript to show this button only once the quick quote process is complete. NOTE: The URL that you link to for this should be similar to this: https://TEST.schemeserve.com/getquote/agent.aspx?schemeId=SCHEME_ID_1 Where “TEST” is the subdomain of the SchemeServe website you are using and the “SCHEME_ID” is changed to represent the Scheme ID that you are using.
  5. Save your changes before proceeding
  6. Go to the custom JavaScript process
  7. Add the custom JavaScript that calculates the quick quote based on the HTML form you have created. This will need to use values entered by the user to lookup up premium combinations. Developers should keep this JavaScript as concise as possible to minimize the risks of length and unmanageable JavaScript in the future.