Does the engine fetch live premiums from insurers?
Live rates depend on each insurer's API availability and commercial terms. Each connection is assessed individually.
Product & Quotation Engine
Insurance Quotation Software
A quotation engine keeps insurer products in one catalogue and produces quotes in a consistent format, with side-by-side comparisons and a direct path from quote to proposal. Live insurer rates depend on each insurer’s API access, so they are confirmed insurer by insurer.
Important: Confirm feature availability, service commitments, legal text and contact details before relying on or publishing this information. Product capability is not a claim of regulatory approval or insurer partnership.
Overview
Product & Quotation Engine
Catalogue, eligibility fields, premium inputs, benefits comparison, quotation history and versioning.
Frequently asked questions
Product & Quotation Engine: common questions
Can partners use it?
Partner access can be configured through role-based permissions.
Can we add our own plans to the catalogue?
Yes. Authorised administrators can add and maintain plans and variants.
Can quotes include riders and add-ons?
Yes, where the catalogue defines them for the product.
Do quotes have a validity period?
Yes. A validity period can be configured so outdated quotes are clearly marked.
Are disclosures included on quotes?
Templates can carry the disclosures you provide. Their legal accuracy should be verified by your compliance team.
Contact the Relevant Department
Choose whether you are a new or existing customer, select the product module and department, and share the details needed to route your request. Do not enter passwords, payment card data, or sensitive policyholder health information.
Department
- Sales & Product Demo
- Pricing & Commercial
- Implementation & Migration
- Technical Support
- Integrations & Partnerships
- Billing & Accounts
- Customer Success
- General Enquiries