Webform Development Project

Proposals for this project will be accepted through Friday, May 22nd, 2020 and should be emailed to Andy at [email protected]. Please contact Andy via email or cell 720-771-6720 with further questions related to your proposal.

Objectives

The purpose of this document is to outline the set of capabilities required for an insurance agency webform and to identify potential partners to develop this webform.

Background

This organization is startup independent agency focusing exclusively on a single line of insurance business. It will begin developing its webform to intake customer information from customers immediately upon the selection of a webform development partner.

Scope

• Moving the insurance agency’s URL to another host, if necessary
• Setting up the URL to the desired site builder
• Develop webform portion of the website
  • Ideally, the rest of the website can be completed using the site builder tools for novice/intermediate users, for the insurance agency to build in-house

Out of Scope

• Design or development of other parts of its website, other than possible high-level outline setup
• This is not a data repository. The webform is a pass-through and will have one individual output for each customer. The insurance agency team will maintain the data for its clients in a separate system.

Webform Mock-up

The Insurance agency team has a full mock-up of the webform in MS Excel, that serves as a stand-alone document to inform the web development. 100% of what is described in the Webform Overview section is contained in the Excel mock-up.

Webform Overview

The webform is a section of the insurance agency website where potential insurance customers input information about their insured property, themselves, other individuals, and the insurance they want.

Quick facts:

• 79 questions total
• 20 questions are hidden or exposed based on answers to other questions
• 10 questions result in a pop-up that shows the account is ineligible for insurance
• 26 questions have dropdown selections
  • 4 questions have dropdowns that vary/dependent upon the U.S. state. Launching with 9 states: each question has 9 potential dropdowns.
  • 3 questions have dependent dropdowns, with multiple one-to-many relationships. Dropdown 3 is based on the unique combination of dropdowns 1 and 2, and should not display content from the selection in field 1 unless it is also under field 2. The dataset for this has 73,000 records, with four fields.
• 16 questions have info pop-ups (question mark next to question that pops up with info when clicked)
• There are 7 document upload fields: 5 to upload photos and 2 to upload documents. Some of these fields are hidden/exposed based on answers to previous questions.
• 4 buttons multiply questions. This would increase the total questions to more than 79. For example: The “Add a property” button multiplies all property questions for the second property, and the “add an individual” button multiplies all the personal information questions. The insurance agency wants to accept inputs of up to 10 properties and 10 individuals.

Other info:

• The webform asks for personal information, including: name and address. The website/webform will need some kind of security (e.g., digicert)
  • The website does not take payments.
• There will be 5 separate screens on the webform, so the customers are not overwhelmed by too many questions.
• Webform must have Responsive Design

Insurance agency Team

Quick facts:

• 20 years of combined insurance experience, working in the MGA space
• 50,000 hours end-user experience in insurance quoting portals
• Key roles in 4 insurance systems implementation projects: 2 quoting portals, 1 business intelligence system and 1 CRM
• 4 years of working as a go-between for management and IT
• Appreciation of the effort to create well-organized systems and data

We look forward to learning about you and sharing more detail about this opportunity! 

Regards,

The insurance agency team