We have several endpoints you can directly send users to (depending on what ux you are trying to provide the customer):
The benefit of embedding Instant Estimate and to add it into your platform
We built the Instant Estimate with two primary purposes:
Drive more business to your insurance offering
Simplify the shopping experience for SMBs.
Instant Estimate makes it easier than ever to quickly serve customers tailored quotes, leveraging technology to provide instant access to knowledge that has historically required years of expertise.
Reduce Churn/Increase “stickiness”: Easily add insurance into your platform, adding another fundamental SMB operational workflow
Easy Integration: as with all Authentic products, you can integrate extremely quickly
Simple Insurance Applications: the simplicity of the product will lead to more usage
Access to More Customers: Many customers who thought they were satisfied with their insurance will use the calculator because of the easy access
Trial Insurance in your Platform: Implementing our calculator can serve as a pilot, measuring appetite for future in-platform insurance features
Instant Estimate adds a level of gamification to insurance, providing SMBs an easy opportunity to get a quote and see if they can save money. Our data indicates this will drive more customers from your base into your insurance program than a simple lead form or landing page. With many insurers offering prices that seem too good to be true, this feature lets customers upload their policy to compare the net difference with ours, easing any concerns.
Instant Estimate rolls up key functions of a traditional insurance agent, a key milestone on our path to revolutionizing commercial insurance for SMBs by combining smart policy AI-powered analysis with the ability to bind instantaneously, ensuring they receive personalized solutions while eliminating the time-consuming processes and complexity of engaging with a third-party agent.
Simply upload your existing policy documents, and Instant Estimate will extract the data from your existing policy and compare it to our Authentic alternative and other policies on the market. A layer of intelligence that comprehends the nuances of insurance (such as the perils, limits, and exclusions that are the foundation of an insurance policy) combined with our leveraging of OpenAI’s advanced language processing technology, we are able to present customers with a quote we have built exclusively for their business.
This endpoint sends a user to our standard funnel, which will be vastly affected by the amount of data that you pass (which we will then prefill in their application).
With every field that you prefill, we are then able to decrease the number of questions we ask them, and thus the time it takes to get a quote. A prefilled application is a massive game-changer, as it it only increases the number of quotes we are able to get in front of a customer (and thus the number of policies we can sell). More on this here.
Some of our partners decide to send their customers to the Welcome page if they feel they need more information before they begin their application. (However, a customer can also access this page from within our funnel). In short, this page can be utilized to demonstrate the advantages of your insurance program if the customer is hesitant.
Direct customers who have already purchased to /policy
Our policy hub is where we send Policy Holders to manage their policy post-purchase. In there, they can endorse their policy, add new locations, add new products, file a claim, or cancel their policy.
One note: if you intend to directly send customers to /policy within your platform, we strongly recommend you first begin sharing some sort of customer ID with us (preferably through the URL, which you can read about here). Without sharing your customer ID, we will not know which policies are owned by which customer, so the UX of the policy hub is not particularly smooth without it.
Even with your customer ID shared, the user will still have to authenticate with a code sent to their email to view/manage their policy(s). However, after initially shipping with just customer ID shared, we are able to integrate with your MFA if there is customer demand.
