SchemeServe allows you to customise the screens shown during the Get Quote process. This enables you to present tailored messaging, branding, and layouts that align with your business requirements.
Customisation is achieved through the Documents Editor, using specific templates that control what the user sees at different stages of the journey.
Required Templates
To customise the Get Quote journey pages, you must create the following four documents in the Documents Editor using these exact titles:
- Quotation Summary
- Quotation Summary Referral
- Quotation Summary Full
- Quotation Summary OnCover
Important
These documents must be named exactly as above in order to function correctly.
When Each Template is Used
Quotation Summary
Triggered when:
- quick quote questions are completed
- Typically displays the quoted premium
- Used when:
- Scheme is set to AutoOnCover, and
- No referral is triggered
Quotation Summary Referral
Triggered when
- a referral is generated
- Used to display referral messaging or next steps
Quotation Summary Full
Triggered when:
- Scheme is NOT set to AutoOnCover, and
- No referral is triggered
Quotation Summary OnCover
Triggered when:
- Scheme is set to AutoOnCover, and
- Payment is successfully collected
Not shown if:
- A referral is triggered, or
- Payment fails
Applying Templates
You can configure these templates at different levels:
- Scheme Level
Templates apply only to a specific scheme
- Global (All Schemes)
Templates apply across all schemes
Used as a fallback if no scheme-specific template exists
Using Dynamic Fields
Templates can include dynamic fields like normal documents, allowing you to display real-time data captured during the quote journey.
Examples include:
- Premium values
- Customer details
- Risk information
This enables fully personalised output within your customised screens.
Example
HTML for Quotation Summary
<div><style type="text/css"> div {font-size:10pt; color: rgb(36, 32, 33); font-family: "Calibri" !important;} table tr td {padding-top: 4px; font-size:10pt !important; font-family: "Calibri" !important;} p {font-size:10pt; color: rgb(36, 32, 33); font-family: "Calibri" !important;} span {font-size:10pt; font-family: "Calibri" !important;}.header {font-size:16pt; color: rgb(50, 31, 97); font-family: "Calibri" !important;}.sheadertable {font-size:10pt; color: rgb(50, 31, 97); font-family: "Calibri" !important;} .sheader {font-size:12pt; color: rgb(50, 31, 97); font-family: "Calibri" !important;} .smalltext {font-size:9pt; font-family: "Calibri" !important;} .underwriting .endorsementtitle {font-size:10pt !important; rgb(36, 32, 33); font-family: "Calibri" !important;}.underwriting .endorsementbody p {font-size:10pt !important; rgb(36, 32, 33); font-family: "Calibri" !important;}.underwriting-none {font-size:10pt !important; rgb(36, 32, 33); font-family: "Calibri" !important;}.Capital {text-transform: capitalize;}.headerblack {font-size:16pt; font-family: "Calibri" !important; font-weight: bold !important;}.Bold {font-family: "Calibri" !important;font-weight: bold !important;}div.dborder{border:0.7px solid black;padding-top:4px;padding-bottom:4px;padding-left:4px; margin-top: 10px; margin-right:25px; margin-left:25px}.smalltext {font-size:8pt; font-family: "Calibri" !important;}div.dborderBott {border-bottom:0.7px solid black; border-right:0.7px solid black;border-left:0.7px solid black; padding-top:4px; padding-bottom:4px; padding-left:4px; margin-right:25px; margin-left:25px}.tTable tr td {padding-top: 0px; padding-bottom: 0px;font-size:10pt !important; font-family: "Calibri" !important;} </style></div><div> </div><div style="text-align: center;"> [SiteLogo]</div><div style="text-align: center;"> </div><div style="text-align: center;"> </div><div> </div><div style="text-align: center;" class="sheader"><span style="font-size: 14pt;"><strong>Many thanks for the completed online application.</strong></span></div><div style="text-align: center;"><span style="font-size: 14pt;"> </span></div><div style="text-align: center;"><span style="font-size: 14pt;"> </span></div><div style="text-align: center;" class="sheader"><span style="font-size: 14pt;">Your quotation reference is <strong>[PolicyReference]</strong>. This quote is valid for 30 days.</span></div><div style="text-align: center;"><span style="font-size: 14pt;"> </span></div><div style="text-align: center;" class="sheader"><span style="font-size: 14pt;">A breakdown of the premium for the cover requested is shown below:</span></div><div style="text-align: center;" class="sheader"><span style="font-size: 14pt;"> </span></div><div><span style="font-size: 14pt;"> </span></div><div><span style="font-family: Arial; font-size: 14pt;"> </span></div><table width="100%" cellspacing="0" cellpadding="1" border="0"> <tbody> <tr> <td width="30%"><span style="font-family: Arial; font-size: 14pt;">Period of Insurance:</span></td> <td width="70%"><span style="font-family: Arial; font-size: 14pt;">From [InceptionDate] to [ExpiryDate] both days inclusive</span></td> </tr> <tr> <td><span style="font-family: Arial; font-size: 14pt;"> </span></td> <td><span style="font-family: Arial; font-size: 14pt;"> </span></td> </tr> <tr> <td><span style="font-family: Arial; font-size: 14pt;">Annual Premium:</span></td> <td><span style="font-family: Arial; font-size: 14pt;">##[TotalPremiumNet_Result].ToString("C2")##</span></td> </tr> <tr> <td><span style="font-family: Arial; font-size: 14pt;">Policy Fee:</span></td> <td><span style="font-family: Arial; font-size: 14pt;">##[PolicyFee_Result].ToString("C2")##</span></td> </tr> <tr> <td><span style="font-family: Arial; font-size: 14pt;">Total Annual Premium:</span></td> <td><span style="font-family: Arial; font-size: 14pt;">##[TotalPremium_Result].ToString("C2")##</span></td> </tr> <tr> <td> </td> <td> </td> </tr> <tr> <td><span style="font-family: Arial; font-size: 14pt;">Insured:</span></td> <td><span style="font-family: Arial; font-size: 14pt;">[ClientName] </span></td> </tr> <tr> <td><span style="font-family: Arial; font-size: 14pt;"> </span></td> <td><span style="font-family: Arial; font-size: 14pt;"> </span></td> </tr> </tbody></table><div><span style="font-family: Arial; font-size: 14pt;"><br /></span><div> </div></div><div> </div>
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