Agent quote flow — storyboard

8 frames covering the agent-mediated quote path from "start new quote" through coverage selection, premium quote, and send-to-HO. Sourced from the Notion Agent quote flow spec. Each frame lists the user stories it covers verbatim from the relevant Notion spec.

v1 — quote FORTIFIED™ Mode A · conditional bind out of scope at launch Hartley · 16573 Pine Valley Ct · $1,520/yr

Downstream: Agent bind storyboard (frames 9–24). Quote frame 6 (quote review) and frame 8 (decline) link into the bind storyboard at frame 9.

Quote · frames 1–8

Quote dashboard

Entry point. List of in-progress quotes; resume or start new.

Address autocomplete + occupancy gate. Fail fast on out-of-footprint or non-primary.

Address map confirm

Always-shown confirm-on-map. Anti silent-wrong-match. Repin if needed.

Property review (Mode A)

Pre-fill. Ballpark range appears. Cert-implied SRCs locked. Editable rest.

Coverage configuration

Cov A/B/C/D, three deductible scenarios side-by-side, real-time re-rate.

Quote presentation

Bindable quote. All-in number, taxes broken out, expiry, primary actions.

Send to client (modal)

HO contact capture + branded shareable link. Inset preview of HO-facing view.

Decline terminal

Two variants: out-of-footprint, ineligible occupancy. Clear reason, clear next step.

Continue to bind

Agent bind storyboard →

Frames 9–24. Bind happy path (identity → AFFIDCA → Set A → bound) plus edge cases (CAT suspension, OFAC referral, commit re-validation, bind-void, concurrency lock).

Archived versions

agent-quote-from-pdf-v1

Original single-page agent portal mockup translated from PDF storyboards. Pre-Notion-spec, pre-FORTIFIED-Mode-A, pre-rebrand (still "Canopy"). Preserved for reference.

Storyboard generated from the Notion Agent quote flow spec. For the top-level prototype index see home.