Responsive Consumer Rate Quotes

Click here for help with Legacy Consumer Rate Quotes.

Consumer Rate Quotes (CRQ) is a powerful add-on component of PL Rating that allows customers to provide multiple carrier quoting directly to consumers.

CRQ provides:

  • Flexible user experience: Meet your clients where they are: CRQ works in any browser on mobile phones and tablets, including iOS and Android.
  • Agency branding: Get your CRQ portal up, running, and customized in minutes. Simply upload your logo, define your coverage options, and create email notifications.
  • Agent notifications: Accelerate the follow-up and sales process by setting up instant alerts to your agency when a prospect has completed a short interview on your site.
  • Seamless integration: Eliminate redundant data entry for your staff with full PL Rating integration. CRQ seamlessly transfers all the data entered by prospects in your portal directly into your PL Rating client database.

If the customer has purchased Consumer Rate Quotes, a Consumer Rate Quotes Setup option is available under the Admin menu in PL Rating. This option is only visible to Agency Administrators or Location Administrators.

ClosedHow Existing Legacy CRQ Agents can Enable Responsive CRQ
  1. Navigate to Admin > Consumer Rate Quotes Setup.
  2. Click Edit.
  3. On the Agency Setup tab:
    1. On the Consumer URL section, click the Responsive (Mobile Device Compatible) checkbox.
    2. The new URL to use for Responsive CRQ will automatically display:
      https://secure.consumerratequotes.com/ConsumerV2?id=#####
    3. (This URL will be unique to your agency and include your PL Rating account ID in place of the #####.)
    4. Replace the existing CRQ URL with the new Responsive CRQ URL on your website or social media sites.
    5. The existing setup for Legacy CRQ (Email notifications, Agency Info, etc) will work for Responsive CRQ.
    6. Intro Screen Message and Quote Results Message will not apply at this time.
    7. Email Message will only apply to the email for now.
    8. Lead Tracking will not apply at this time.
  4. Carrier Setup tab: The carrier credentials setup for Legacy will continue to work for Responsive CRQ.
  5. Coverage Defaults tab: Existing packages that are setup for Legacy CRQ will continue to work for Responsive CRQ.
  6. Graphics tab: Choices on the graphics tab will continue to work for Responsive CRQ. Progress Bar icons are no longer applicable.
  7. Configuration tab: The ability to hide SSN and Driver’s License remains, and the ability to hide Home Renovations questions has been added for Responsive CRQ.
  8. Click Update to save changes.
ClosedHow New CRQ Agents can Enable Responsive CRQ
  1. Navigate to Admin > Consumer Rate Quotes Setup.
  2. Click Edit.

Agency Setup

  1. Agency Information:
    • This includes information about your agency that integrates from your PL Rating account.
    • The information can be changed during Consumer Rate Quotes setup. However, these changes apply to consumer rate quotes only and will not be adjusted in your PL Rating account.
  2. Quote Notification Information:
    • Enter the email address(es) you want to be notified when a lead is generated by a consumer.
    • If you are entering more than one email address, you will need to separate the addresses with a semicolon.
    • The first email address will display as the agency "respond to" email.
  3. Consumer URL:
    • To enable Responsive CRQ, click the Responsive (Mobile Device Compatible) checkbox.
    • The CRQ URL unique to your agency is generated using your PL Rating account ID.
  4. Agency URL: Agent's URL where a consumer can return once a lead is generated.
  5. Agent Logo: There are three options available for displaying Consumer Rate Quotes on a website.
    • The logo is displayed on the left of the web page.
    • The logo is displayed at the top of the web page.
    • Consumer Rate Quotes is displayed in an IFrame. Review the Add ConsumerRateQuotes as an iFrame instruction for more details.
  • The logo must be in .jpg format.
  • The logo will be used in the email notification to the consumer. It is recommended that you provide a logo even if using the Display in iFrame (No Logo) option.
  • When the Display in IFrame option is selected, it is recommended that you specify the URL of the page containing the iFrame and use Test Hosting Page URL to confirm the settings are working properly.
  1. Messages:
    • Intro Screen: This option will display on the Setup screen but is not available in Responsive CRQ
    • Quote Result Screen: This option will display on the Setup screen but is not available in Responsive CRQ
    • Email Message: The agent can customize the message displayed in the email to the consumer.
  2. Plans: There are four possible plans to display to the consumer.
    • The agent has the ability to offer up to four plans to the consumer by checking the Enable Plan option.
    • The plan name, which is visible to the consumer, can be customized by the agent.
  3. Lead Tracking Information: This option will display on the Setup screen but is not available in Responsive CRQ
  4. Click Update to save changes

Carrier Setup

  1. Click Edit to add or modify carrier credentials.
  2. To include the carrier in CRQ, click the Include in CRQ checkbox and then click Update to save the changes.
  3. To include for all states or all lines of business for that carrier, check the “Apply to All States” and/or “Apply to all Lines of Business” and click Update. This will include the carrier in CRQ for all states and lines of business. If a carrier updates their credentials, you will need to update the consumer credentials.

Coverage Defaults

  1. Click the state to modify defaults you want to present to the consumer in each of the four plans for Auto, Homeowners, or both.
  2. To change any of the defaults, select the drop-down arrow to change.
  3. Click Update to save changes.

Graphics

  1. Carrier Images: The agent can choose to display carrier images on the CRQ Graphics setup.
    • If you elect to display carrier images, you may choose up to nine (9). The images will scroll across the screen on the quote start page.
    • If you elect not to display carrier images, simply do not check the carrier image.
  2. Click Update to save changes

Configuration

  1. SSN: The agent can choose to display SSN on the CRQ site. If you elect not to display SSN, click the Hide SSN checkbox.
  2. Driver’s License: The agent can choose to display Driver’s License on the CRQ site. If you elect not to display Driver’s License, click the Hide Driver’s License checkbox.
  3. Home Renovation: The agent can choose to display the home renovation questions on the CRQ site. If you elect not to display the home renovation questions, click the Hide Home Renovation checkbox.
  4. Click Update to save changes.

ClosedAdd Consumer Rate Quotes as a Link on Your Site

Hyperlink Example

Add the following hyperlink to your HTML code:

  • <a id=" TheLink" href="https://secure.consumerratequotes.com/ConsumerV2?id=#####" >Click Here to get a quote!</a>

If you have multiple lines of business and wish to have a separate link for each, you can do that by adding the following options after your Agency ID:

  • "&lob=auto" for Personal Auto.
  • "&lob=home" for Homeowners.
  • "&lob=auto+home" for both Personal Auto and Homeowners.

See below for other LOB options.

Example:

<a id=" TheLink" href="https://secure.consumerratequotes.com/ConsumerV2?id=#####&lob=auto" >Click Here to get an Auto quote!</a>

  1. You should set Logo Position to Display Logo at Top or Display Logo on Left in ConsumerRateQuotes Setup.
  2. You need to upload a logo that works with your site.
ClosedAdd Consumer Rate Quotes as an iFrame

iFrame Example

Add the following iFrame to your HTML code:

  • <iframe id="TheFrame" name="TheFrame" frameborder="1" height="600px" width="1000px" src="https://secure.consumerratequotes.com/ConsumerV2?id=#####"></iframe>

If you have multiple lines of business and wish to have a separate link for each, you can do that by adding the following options after your Agency ID:

  • "&lob=auto" for Personal Auto.
  • "&lob=home" for Homeowners.
  • "&lob=auto+home" for both Personal Auto and Homeowners.

See above for other LOB options.

Example:

  • https://secure.consumerratequotes.com/ConsumerV2?id=#####&lob=auto

You should set Logo Position to Display in iFrame (No Logo) in ConsumerRateQuotes Setup.

The Agency URL setting that you enter in ConsumerRateQuotes Setup will determine where ConsumerRateQuotes returns to after the consumers get a rate.

 

  • The frame border is optional. If you do not wish to have a frame change, the setting to zero.
  • Set the height and width to what works best for the agency site.

To automatically choose the Line of Business by including in the URL, replace the ##### with your agency’s PL Rating account ID in the URLs below:

  • https://secure.consumerratequotes.com/ConsumerV2?id=#####&lob=auto
  • https://secure.consumerratequotes.com/ConsumerV2?id=#####&lob=home
  • https://secure.consumerratequotes.com/ConsumerV2?id=#####&lob=rent
  • https://secure.consumerratequotes.com/ConsumerV2?id=#####&lob=condo
  • https://secure.consumerratequotes.com/ConsumerV2?id=#####&lob=auto+home
  • https://secure.consumerratequotes.com/ConsumerV2?id=#####&lob=auto+rent
  • https://secure.consumerratequotes.com/ConsumerV2?id=#####&lob=auto+condo

 

 

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