Quote & Apply Start Page Options
9/9/2021 · 1 min read
You can customize the start page of Quote & Apply for various uses. Here's a breakdown of the supported start pages. You can change the start page in BOSS by viewing the Quote & Apply website and then using the Start Page dropdown.
Apply: This is the default and most common start page. It allows users to use Quote & Apply in the traditional fashion where they can get quotes and complete the eApplication. Loading the Quote & Apply website when the start page is Apply will look like this:
Agent Sign Up: This allows you to create a signup page for Quote & Apply. When new agents use your sign-up page, they will be added under your hierarchy in BOSS, have their own BOSS account, and also receive a Quote & Apply website. Loading the Quote & Apply website when the start page is Agent Sign Up will look like this:
Life Insurance Calculator: This allows you to display a life insurance needs analysis tool before seeing life insurance quotes. Loading the Quote & Apply website when the start page is Life Insurance Calculator will look like this:
Select Agent Dropdown: This option shows a dropdown list of all licensed agents under your hierarchy in BOSS. If you wanted your agents to go to a single webpage to initiate Quote & Apply, you could direct them to your Quote & Apply website with the start page on Select Agent Dropdown where they could select the desired agent and then continue with the remainder of Quote & Apply. Loading the Quote & Apply website when the start page is Select Agent Dropdown will look like this: