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            Insurance Quoting Processes

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            Insurance Quoting Processes

            You can build quoting processes for your users in two ways: Lightning web components and OmniScripts. Lightning web components make up the processes that your internal users can use to create quotes for your customers. Use OmniScripts to create processes to guide your external users (like customers and partners).

            Quoting Lightning Web Component (LWC)

            Insurance offers a quoting LWC out of the box to help you create a seamless quoting experience for your users. Add products, coverages, and attributes to an existing quote, and customize them right on the quote LWC!

            Here's an example of the quote LWC while configuring an auto insurance quote:

            Quote LWC for an an auto insurance quote
            Note
            Note When configuring the Vlocity State Transition page for Insurance quoting, use InsuranceRuleService as the State Rules Class Name. For detailed setup instructions, see Add State Model Components to an Existing Record Page.

            See Quoting to learn more.

            OmniScript

            An OmniScript provides a way to define the desired series of steps in the quoting flow. Use OmniScripts to Add and Modify Insured Items to learn more.

            Services

            LWCs and OmniScripts both use services to pull product and rating information into the quoting process.

            Products configured with attributes and rules get pulled into the quoting process via services that are central to the quoting process: 

            • InsProductService:repriceProduct

            • InsQuoteService:invokeProductRules

            • InsQuoteService:invokeRules

            • InsQuoteService:createUpdateQuote

            • InsProductService:getRatedProducts

            See our services catalog for a full list of services that can support your quoting processes.

             
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