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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:
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:
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InsProductService:repriceProduct
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InsQuoteService:invokeProductRules
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InsQuoteService:invokeRules
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InsQuoteService:createUpdateQuote
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InsProductService:getRatedProducts
See our services catalog for a full list of services that can support your quoting processes.
