Financial Services Platform
Rebuilds Quote Generation Around Branching Workflows and API-Connected Decision Logic

Quote generation in this category depends on more than a single form submission. Coverage combinations, branching logic, occupation mapping, and user guidance all affect the path from initial enquiry to a usable comparison outcome.

The existing process was too fragmented, with too much logic living in disconnected rules, manual interpretation, or ad hoc advisor knowledge.

The business needed a quote workflow that could feel simple to users while still handling the complexity of conditional coverage logic behind the scenes.

We designed a quote engine that supports multiple user journeys, captures structured inputs, and maps those answers into API-ready request logic.

Technology Stack

• Form engine: Structured question flows capture user answers in a way that can support both guided and direct quote journeys.
• Quote API: Coverage requests are assembled into API-ready payloads so quote responses can be generated programmatically.
• Workflow engine: Branching logic, occupation handling, and dependent question flows are managed as part of the quote journey itself.
• Operational platform: The same engine can support public quote capture and internal advisor workflows around the same structured logic.
• Response normalisation: Returned quote data is reshaped into cleaner, comparable outputs so the business can use it downstream.

The resulting platform gives the business a clearer, more scalable foundation for quote generation and advisor workflows.

Users move through a structured journey that can support both simpler and more guided entry points, while the business retains control over how those answers map into quote logic and comparison outputs.