Pre-fill Quote and Buy

Affiliates can chose to pre-fill customer, quote and policy details by including a small data payload in any hyperlinks found in their online marketing material, email content or banner ads.

This can be done by including a JSON Web Token as a signed and encoded parameter named token in the redirect URL.

What pre-fill information can be passed?

Type	Description	Example
Customer (Individual)	For a an Insurance product where the insured is an individual you can pass as much information about your customer that you hold so that they do not need to rekey this.	`"customerIndividual": {` `‎ ‎"externalId": "012345",` `‎ ‎"firstName": "First",` `‎ ‎"lastName": "Last",` `‎ ‎"address": {` `‎ ‎ ‎ ‎"addressLine1": "1 Test Street",` `‎ ‎ ‎ ‎"addressLine2": "",` `‎ ‎ ‎ ‎"addressLine3": "",` `‎ ‎ ‎ ‎"city": "London",` `‎ ‎ ‎ ‎"county": "Greater London",` `‎ ‎ ‎ ‎"postcode": "N6 1DR"` `‎ ‎},` `‎ ‎"mobilePhone": "08451231234",` `‎ ‎"email": "[email protected]",` `‎ ‎"dateOfBirth": "01/01/1970"` `}`
Customer (Organisation)	For an insurance product where the insured is an organisation or business	`"customerOrganisation": {` `‎ ‎"externalId": "012345",` `‎ ‎"name": "Organisation Name",` `‎ ‎"correspondenceAddress": {` `‎ ‎ ‎ ‎"addressLine1": "1 Test Street",` `‎ ‎ ‎ ‎"addressLine2": "",` `‎ ‎ ‎ ‎"addressLine3": "",` `‎ ‎ ‎ ‎"city": "London",` `‎ ‎ ‎ ‎"county": "Greater London",` `‎ ‎ ‎ ‎"postcode": "N6 1DR"` `‎ ‎},` `‎ ‎"firstName": "First",` `‎ ‎"lastName": "Last",` `‎ ‎"phone": "08451231234",` `‎ ‎"mobilePhone": "079741122332",` `‎ ‎"email": "[email protected]"` `}`
Quote Defaults	You can send information to pre-fill one or more of the quote parameters that are used to determine the price of the quote/policy. These will be different for each product.	`"quoteDefaults": [ {` `‎ ‎"productCode": "LTA",` `‎ ‎"quoteBenefitParameters": [ {` `‎ ‎ ‎ ‎‎"name": "SumAssured",` `‎ ‎ ‎ ‎"value": "300000"` `‎ ‎} ]` `} ]`
Rule base	You can provide an answer to any/all of the underwriting questions.	`"rulebase": {` `‎ ‎"Collection1": {` `‎ ‎ ‎ ‎"nodes": [ {` `‎ ‎ ‎ ‎ ‎ ‎"code": "Node1.1",` `‎ ‎ ‎ ‎ ‎ ‎"questions": [ {` `‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎"code": "NodeQuestion1.1",` `‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎"answers": [ {` `‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎"value": "Sample Value"` `‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎} ]` `‎ ‎ ‎ ‎ ‎ ‎} ]` `‎ ‎ ‎ ‎} ]` `‎ ‎}` `}`