The agent quote builder
The quote is the product, so the quote belongs on the page
Agents see their job as building a quote, the document they send their client. So I designed customization like a product configurator, the way you build a car or spec a laptop: choices in the workspace, the quote beside them. The first release made the quote PDF available during customization, with coverage cards that mirror it line for line.
At conferences, the thing agents told our agency-development team most often was that this was the smartest quoting interface they’d seen.







