Agent quote flow

Demo of the agent-mediated quote path — dashboard, optional policy upload & extraction, address & map, property review (with coverage folded in), quote, and send-to-client. Wired end-to-end for in-person agency demos.

Demo build · in-person agency walkthroughs Harbor Insurance Agency · Richard Hartley · 16573 Pine Valley Ct · $1,520/yr

Quote frame 8 hands off to the agent bind flow via "Proceed to Application".

Quote · frames 1–9

Frame 1 / 9
Quote dashboard
Entry point (spec B.03). The agent's own quotes, newest-activity first: quote number, hq-derived status with a reason line, all-in premium at the 2%/2% deductible, paged. Two entry CTAs; empty-state variant.
Frame 2 / 9 · optional
Upload HO3
Drag-and-drop the homeowner's existing dec page, quote, or full policy. Skippable.
Frame 3 / 9 · optional
Review extracted details
Editable fields pulled from the uploaded document; footprint eligibility checked here. Continues to property review.
Frame 4 / 9
Address intake
Occupancy gate (primary & secondary/seasonal eligible) + address autocomplete.
Frame 5 / 9
Map confirm
Confirm-on-map. Drag pin to fix if needed.
Frame 6 / 9
Property & Coverage
Property review with coverage folded in — the data contract's four field groups, each collapsing to a one-line digest unless it needs input. Pre-filled from Swiss Re + IBHS; read-only vs editable per field class; deductibles deferred to the quote step.
Frame 8 / 9
Quote
5 deductible tiers (Named Storm × All Other Wind/Hail). "Proceed to Application" links into bind.
Frame 9 / 9
Send quote to client (modal)
Secondary path. Branded shareable link with HO-facing preview.

Superseded

Frame 7 · superseded
Coverage (standalone)
The original standalone coverage screen, folded into Frame 6 per agent feedback (one form step to a priced quote). Kept as a pre-fold reference.

Out of scope for launch

Frame 10 · out of scope
Import comparison
Side-by-side: extracted policy vs. an Althea ex-wind + wind structure. Out of scope for launch; retained for reference.

Continue to bind

Next section
Agent bind flow →
HO3 attestation, identity (LLC/Trust supported), diligent search with inline sig, bind, 3-tile post-bind state, all bound policies.

Archived versions

v2 · archived
agent-quote-v2
Previous storyboard-style version (24-frame structure, right-side meta sidebar, "Schneider Insurance"). Preserved for reference.
v1 · archived
agent-quote-from-pdf-v1
Earliest single-page agent portal mockup. PDF-upload flow only. Preserved for reference.

For the top-level prototype index see home.