Difference between revisions of "How to customise your Get Quote process"

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The screens shown during the Get Quote process in SchemeServe can be amended so that you can display custom messages and screen layouts that are tailored to your own business.
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It is possible to amend the screens shown during the “Get Quote” process in SchemeServe. This allows you to show custom messages and custom screen layouts that are completely tailored to your own business.
  
  
These messages are controlled by a series of templates which need to be created in the documents editor - these must be named "Quotation Summary", "Quotation Summary Full", "Quotation Summary Referral" and "Quotation Summary OnCover".
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To do this you will need to [[Creating a New Document Template|create four templates in the documents editor]]:
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*Quotation Summary
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*Quotation Summary Referral
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*Quotation Summary Full
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*Quotation Summary On Cover
  
You can have these either at specific Scheme level or across All Schemes - you can therefore have totally different screens displayed for each of your Schemes.
 
  
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'''Please note:''' The documents must be given the titles above – any changes and they will not function properly.
  
If no template exists in the Scheme but one does exist in All Schemes this is the one that will be displayed.
 
  
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== Quotation Summary ==
  
If these templates do not exist at all (Quotation Summary must exist on all Direct Schemes) then standard SchemeServe screens will appear.
 
  
The templates can contain dynamic fields so that specific data for the case captured during the Get Quote can be displayed.
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This document is generated when the quick quote questions are completed and will normally detail the premium that is quoted. This document is displayed when: The Scheme '''IS SET''' to AutoOnCover '''BUT NOT''' when a Refer is triggered.
  
  
The stages at which these templates are used by SchemeServe to control the screens displayed are as below ;
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== Quotation Summary Referral ==
  
= Quotation Summary =
 
  
"Quotation Summary" - this is generated when the Quick Quote Questions have been completed and will normally detail the premium that is being quoted. This will display if the Scheme is set to AutoOnCover but not if a Refer is triggered.
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This document is generated when a refer is triggered.
  
= Quotation Summary Full =
 
  
"Quotation Sumary Full" - this is generated if the Scheme is not set to AutoOnCover but not if a Refer is triggered.
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== Quotation Summary Full ==
  
= Quotation Summary Referral =
 
  
"Quotation Summary Referral" - this is generated when a Quotation triggers a Refer - no documents are generated.
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This document is generated when the Scheme '''IS NOT SET''' to AutoOnCover '''BUT NOT''' when a Refer is triggered.
  
= Quotation Summary OnCover =
 
  
"Quotation Summary OnCover" - this is generated for AutoOnCover Schemes once the payment has been collected sucessfully but not if a Refer is triggered or the payment collection fails.
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== Quotation Summary OnCover ==
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This document is generated when the Scheme '''IS SET''' to AutoOnCover '''AND''' a payment has been collected successfully '''BUT NOT''' when a refer is triggered '''OR''' the payment collection fails.
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== Customised Documents – All Schemes ==
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You can apply these documents to individual Schemes or to all Schemes. If you have a template on all Schemes – this will be used if there is no template on an individual Scheme
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== Customised Documents – Dynamic Fields ==
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You can [[Creating a New Document Template|design these documents to use dynamic fields]] that display data that has been captured during the Get Quote process.

Revision as of 06:53, 17 December 2012

It is possible to amend the screens shown during the “Get Quote” process in SchemeServe. This allows you to show custom messages and custom screen layouts that are completely tailored to your own business.


To do this you will need to create four templates in the documents editor:


  • Quotation Summary
  • Quotation Summary Referral
  • Quotation Summary Full
  • Quotation Summary On Cover


Please note: The documents must be given the titles above – any changes and they will not function properly.


Quotation Summary

This document is generated when the quick quote questions are completed and will normally detail the premium that is quoted. This document is displayed when: The Scheme IS SET to AutoOnCover BUT NOT when a Refer is triggered.


Quotation Summary Referral

This document is generated when a refer is triggered.


Quotation Summary Full

This document is generated when the Scheme IS NOT SET to AutoOnCover BUT NOT when a Refer is triggered.


Quotation Summary OnCover

This document is generated when the Scheme IS SET to AutoOnCover AND a payment has been collected successfully BUT NOT when a refer is triggered OR the payment collection fails.


Customised Documents – All Schemes

You can apply these documents to individual Schemes or to all Schemes. If you have a template on all Schemes – this will be used if there is no template on an individual Scheme


Customised Documents – Dynamic Fields

You can design these documents to use dynamic fields that display data that has been captured during the Get Quote process.