SlideShare a Scribd company logo
Advanced Customization
Techniques
TurboRater for Websites
AnMarie Bozick, CIC
Comparative Rating Product Manager
#AgentCon16
Today’s Topics
Carrier Display
Passing Data In Routing Quotes
Customize
Experience
Entries –Display/Hide and Default
• Policy effective date
• Prior insurance
• Social security
• License number and type (example: international)
• Age licensed
• Homeowner
• Violations
• Annual mileage
• VIN
Entries – Pass It In (Via Query String)
• First/last name
• Email
• Phone
• Address
• Date of birth
• Gender
• Marital status
• Lead source
• SR22
• Non-owner
• Ability to hide/show comp, collision, rental, towing
Example URLs:
https://[Your URL]?fname=AnMarie
https://[Your URL]?partner=ABCRealty
Query Strings in Practice
• Lead source
Query String in Practice
Entries
• CAPTCHA
Quote Assignment
• One central location
• URL specifies location to assign
• Automatically routed based on nearest location
Design - A Look Back in Time
Design Configurations
New Design
Keep It Clean
Universal
Customizable
Customizable
Branding
Branding
Branding
How?
• CSS3 / Javascript
• Hire an outside web designer
• Do it yourself
• Hire an ITC web designer
Do It Yourself
Admin login: https://quotes.iwantinsurance.com/admin/login.aspx
More Design Tips
Agent Contact Panel
.AgencyContactContainer
{
display:none;
}
.StepSubContentContainer
{
padding-left:0px;
}
Carrier Display
Carrier Display
Carrier Display
Questions
Thank You
Share your thoughts with us using #AgentCon16

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Advanced Customization Techniques for TurboRater for Websites - AnMarie Bozick, CIC

Editor's Notes

  1. Policy Effective Date – Who is your target market? Buy Today? Carriers offer Advanced Quoting Discount? Social Security Is this really needed anymore? Security risk License number type hide/show license types you don’t write
  2. If you capture information up front – pass it to us, don’t make the client re-enter Lead Source – touch on that next slide SR22 – can be used to default SR22 on/off Non-Owner – same thing
  3. Embed your TFW into a referral source’s site Give them a URL that auto passes in the lead source
  4. Many agents have a “Get Started” easy entry on their website
  5. Recommend not using CAPTCHA unless you feel your site has been targeted by bot
  6. So, let’s talk Design! When we First Released TFW
  7. Agent could easily go in an change colors, fonts, header, etc but what we found – Agents Are Not Graphic Web Designers!!!
  8. So we released a new look
  9. Based off of Google’s philosophy
  10. Basic appearance to work with almost any site....
  11. But highly customizable
  12. another example
  13. This is the critical component, customizing it to use the same design elements as used in your current branding/website consistent appearance
  14. Look at the difference here
  15. Another example, - this one is so customized I barely recognized it as TFW
  16. CSS – override our stylesheets ITC - $125 an hour
  17. Don’t know CSS but want to change the colors/fonts/ yourself - FAQ
  18. For those that run TFW in an iFrame – TURN OFF CONTACT PANEL
  19. Can choose to just display one carrier – NOT recommended
  20. BUY BUTTON carriers show up on top Then you can choose to sort by Total Premium, Payment, Downpayment
  21. Show Multiple carriers Also can show/hide logos/names BUY BUTTON carriers show up on top Then you can choose to sort by Total Premium, Payment, Down Payment
  22. Show Multiple carriers Also can show/hide logos/names BUY BUTTON carriers show up on top Then you can choose to sort by Total Premium, Payment, Down Payment