What is a Multi-Page Setup?
A multi-page (MP) setup in SchemeServe is used when a single policy covers multiple entities, such as multiple properties, vehicles, or insured items. In the quote journey, a specific tab is designated as the multi-page section where the same set of questions is repeated for each additional entity added by the policyholder.
When to Use Multi-Page:
- Multiple Insured Entities: If your policy includes multiple properties, vehicles, or other items that need to be listed separately under one policy.
- Repeating Questions Per Entity: When the same questions must be answered for each insured entity, such as property details or vehicle specifications.
- Complex Data Structures: When each insured item has its own set of details, such as different addresses, coverage limits, or risk factors.
- Clear Organization: If breaking down information into sections makes it easier for users to manage and review their policy details.
- Scalability: When you expect policies to grow and include additional insured entities over time.
- Industry Standard for Property Insurance: Multi-page setups are commonly used in property insurance where each property requires a separate section with the same structured questions.
What is a Single-Page Setup?
A single-page setup in SchemeServe presents all policy details on one screen, allowing users to complete the quote for 1 single entity.
When to Use Single-Page:
- Single Entity Policies: When a policy covers only one property, vehicle, or insured item e.g travel insurance for 1 person
- Quick Data Entry: If users need to enter minimal information and don’t require separate sections.
-
No Complex Structuring: When all required details can be captured in one place without the need to add more entities.
Choosing Between Multi-Page and Single-Page
| Factor | Multi-Page | Single-Page |
|---|---|---|
| Number of Entities | Best for multiple properties, vehicles, or insured items under one policy | Ideal for single-entity policies |
| Repeating Questions | Asks the same questions for each insured entity | Single set of questions for one entity |
| Data Organization | Keeps details structured for each entity | All data presented at once |
| User Experience | Separate sections for clarity | One-page view for quick entry |
| Policy Complexity | Handles detailed, multi-entity policies | Suitable for simple policies |
| Scalability | Easy to expand with additional insured entities | Limited to single-entity policies |
| Industry Standard | Common for property insurance | Used for basic or quick policies |
Summary
- Use multi-page when dealing with policies that include multiple insured entities, such as multiple properties or vehicles under one policy, and require repeating questions for each.
- Use single-page for straightforward policies covering just one insured entity.
It´s important to note that it isn´t suitable to change a single-page scheme into a multi-page scheme so be sure to think carefully about the future of your product and which option best suits.
