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            Insurance Account Quote List Component

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            Insurance Account Quote List Component

            On this component, brokers see a list of all the quotes attached to a specific account.

            This component is composed of a FlexCard and the LWC compiled from the FlexCard:

            • FlexCard: insAccountQuoteList

            • LWC: cfInsAccountQuoteList

            • Label: Insurance Account Quote List

            This component is optimized for both mobile and desktop.

            This component uses the Lightning design system. Newport isn't supported.

            Here's what the Account Quote List component looks like when it's rendered in the Broker site:

            Illustrates how the component renders in the UI.

            The Insurance Account Quote List component is the part inside the yellow rectangle.

            The parts of this component are:

            1. Icon for the quote

            2. Quote name link

              A user can click this link to go to the Details page for this quote

            3. Quote number

            4. Total premium amount

            5. Effective date

              The starting date for the quoted policy (if the customer buys the policy)

            6. Expiration date

              The date the quoted policy will expire (if the customer buys the policy)

              Note
              Note

              This is not the expiration date of the quote itself.

            7. Link to additional information about this quote

            8. Quote status

            What Your Users Can Do on this Component

            • Click the name of the quote to go to the quote details page

            • Click the View Details link to see details about the premium calculations for this quote

            What this Component Does

            This component pulls information about all the quotes connected to the specified account and displays each quote with supporting data in a list.

            FlexCard Structure

            Illustrates the FlexCard structure.

            This card has two states:

            1. Active: Quotes present for the specified account

              When there's more than one quote attached to an account, an instance of this FlexCard structure is populated for each quote and displayed in a list.

            2. Inactive: No quotes present for the specified account

            To learn more about how to work with FlexCard states, read FlexCard States .

            You can add, remove, and change any of these elements based on what you want your users to see. To learn how see Add Elements to a FlexCard. Other good topics to read to learn about how this FlexCard works include FlexCards Display Elements Reference, FlexCards Menu Properties, and FlexCards Action Properties.

            Many of the elements of this card contain Custom CSS styles. You can make changes to these styles to create a different look and feel. To learn how to work with Custom CSS in FlexCards, see Apply Custom CSS to a FlexCard Element .

            Data Sources Called by this Component

            This component calls an Omnistudio Data Mapper named InsGetAccountQuoteList.

            This Data Mapper pulls information from each quote attached to the specified account. Elements in the FlexCard include keys that get replaced by the values in the Data Mapper and displayed to the user.

            Customize this Component

            To learn about how to customize this kind of component, see the Digital Experience Site Component Customization Overview

             
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