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            Business Owners Quote OmniScript Flow

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            Business Owners Quote OmniScript Flow

            The quoting flow for Business Owners' insurance is run by the BOP Quote OmniScript. Depending on the user, this OmniScript from be launched from different applications.

            The business owners quote for Economy and Superior Business products uses the OmniScript:

            • List Name: bop/Quote

            • OmniScript Name: BOP Quote

            You can launch this OmniScript from the following applications, where it can be accessed by the types of users described:

            If you are:

            Launch the OmniScript from:

            Internal Insurance Agent

            Interaction Console (Lightning)

            Vlocity Admin (Newport)

            Vlocity Admin

            Vlocity Admin (Newport)

            The Quote OmniScript calls two other OmniScripts:

            • MatchorCreateAccountContacts1

            • QuoteWrapUp

            For information on the quoting process for Essential Business Product, see the Commercial quoting process.

            How Business Owners Quote OmniScript Flow Works

            Let's go through what users interacting with the Business Owners Quote OmniScript will see.

            The workflow starts with providing basic business information. The Effective Date defaults to today but can be updated.

            Illustrates the intro screen in the Business Owners quote workflow.

            Next, the user enters information about the business to be insured.

            Tip
            Tip

            You can click AutoFill on any page to fill out data quickly when you test this OmniScript.

            Illustrates the screen to enter property information.

            The user then has to pick a base package. The data collected so far maps to the attribute values defined on the product model. This data is transformed into a format that is expected by the get rated products service to calculate the product prices.

            Illustrates the screen to select the business owners product.

            Now it's time to review the coverages, make changes to any of the values, and add, remove, or modify values on optional coverages. If you make any changes here, the reprice service is invoked that then returns the updated prices.

            Illustrates the screen to modify coverages.

            Then the user sets up their account by either searching for an existing account or creating a new one.

            Illustrates the screen to set up user accounts.

            Lastly, this OmniScript calls the QuoteWrapUp OmniScript to conclude the quoting process. The UI displays the quote number, the total annual premium, and the date the quote expires.

            Illustrates the confirmation screen for the quote.

            What's In It - Business Owners Quote OmniScript Flow

            The Business Owners Quote is LWC Enabled. It's also available in the new Visual Design Studio, so that's what the screenshot of the OmniScript structure shows.

            This is the complete structure of the Business Owners Quote OmniScript:

            Illustrates the Business Owners quote OmniScript.
             
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