Building a Quick Quote process
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: For this example the SchemeId for the Scheme is 1 – you will need to substitute your own SchemeId where appropriate.
- Create a page for the Quick Quote process to be visible on
- 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)
- Save your changes before proceeding