Insurance quote
Build an insurance quote funnel with questions for coverage type, household size, and ZIP code.
What gets drafted
- What type of coverage are you looking for?
- Are you already enrolled in Medicare?Only if coverage is Medicare
- How many people need coverage?
- What is your ZIP code?
- Contact details are the last step
The agent drafts those three questions, then contact details. A Medicare answer can open one extra enrollment question; other coverage types skip it.
Walk through this example