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Broker Digital Experience Site Component Catalog
The Broker site contains a bunch of components to get you started with providing your brokers with functionality they can use to create quotes, issue policies, and manage policies.
These components fall into three categories:
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FlexCard Based Components
Created for use in the Broker site, these components use FlexCards that you can customize and activate to compile LWCs for use in the site
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LWCs
Used in multiple UIs, you can extend these components to make changes specific to the Broker site
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Classic Card Based Components
Used in multiple UIs, you can customize these components in the Classic Card designer and activate them to generate LWS for use in the site
Some of these components call data sources:
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Omnistudio Data Mappers
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Integration Procedures
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To learn more about specific services used by experience components, go to the topic linked here, find the service, and click its link.
All of these data sources come out-of-the-box with Vlocity Insurance. The Data Mappers and Integration Procedures are listed in tables below.
Component |
LWC Name |
What It Does |
|---|---|---|
cfInsAccountHeader |
Displays information about the specified account in its header. |
|
cfInsAccountQuoteList |
Displays a list of quotes attached to the specified account. |
|
cfInsAccountInsurancePolicyList |
Displays a list of insurance policies attached to the specified account (FSC). |
|
cfInsAccountPolicyList |
Displays a list of policies attached to the specified account (asset-based policy records). |
|
cfInsQuoteListCard |
Displays a list of quotes on the homepage of the site. |
|
cfInsInsurancePolicyHeader |
Displays information about the specified insurance policy (FSC). |
|
cfInsAccountAssetHeader |
Displays information about the specified insurance policy (asset-based policy records). |
|
cfInsQuoteHeader |
Display information about the specified quote. |
|
cfInsAccountPolicyListFlyout |
Displays additional information about a policy in a flyout Called by Account Insurance Policy List and Account Policy List. |
Component |
LWC Name |
|---|---|
Vlocity State Transition |
stateTransition |
Vlocity Rules Log |
rulesLog |
Vlocity Insurance Policy |
insPolicy |
Vlocity Insurance Policy Insured Items |
insPolicyInsuredItems |
Vlocity Insurance Quote |
insQuote |
Vlocity Insurance Quote Insured Items |
insQuoteInsuredItems |
Insurance Trailing Documents Components |
insTrailingDocuments |
Component |
LWC Names |
What It Does |
|---|---|---|
ins-quote-actions |
cfInsQuoteActions |
Displays actions a user can take from the Quote page, and contains a pubsub action that lets the user issue an insurance policy. |
ins-insurance-policy-actions |
cfInsInsurancePolicyActions |
Displays actions a user can take from the Policy page. This component comes with pre-built ations to modify policies and create endorsement quotes. |
Data Mapper |
Components that Use It |
|---|---|
InsGetQuoteByProducer |
Quote List (on the Homepage) |
InsGetAccountInsurancePolicyList |
Account Insurance Policy List |
InsGetAccountPolicyList |
Account Policy List (Asset) |
InsGetAccountQuoteList |
Account Quote List |
Integration Procedure |
Components that Use It |
|---|---|
InsRecordHeader_getDetails |
Account Record Header |
InsRecordHeaderQuote_getDetails |
Quote Record header |
- Insurance Account Insurance Policy List Component
On this component, brokers can see a list plus key details about each policy attached to a specific account. - Insurance Account (Asset) Policy List Component
On this component, brokers can see a list plus key details about each policy attached to a specific account. - Insurance Account Quote List Component
On this component, brokers see a list of all the quotes attached to a specific account. - Insurance Account Record Header Component
This component shows brokers a snapshot of data about the account they're looking at. This info can help them contact the account holder and chat about the weather in their location as an icebreaker. - Insurance Quote List Component for the Homepage
Your brokers need to see the quotes they're working on in list form. This component displays that list. - insRecordListTable LWC
This component displays a list of records from a data source that is provided to the component. - insRecordHeader LWC
This component displays record data as a header. - Insurance Account Asset Record Header Component
This component shows brokers a snapshot of data about the asset-based policy they're looking at. - Insurance Quote Record Header
This component shows brokers a snapshot of data about the quote they're looking at. This info can help them get a quick idea of the status of the quote, including the quote status and the date the quote expires. - Insurance Insurance Policy Record Header Component
This component shows brokers a snapshot of data about the insurance policy they're looking at.
