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Insurance Quote Flow Optimizer

Design insurance quote flows that convert: conversational multi-step forms, real-time pricing previews, trust signals, and no anxiety-inducing UX anti-patterns.

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prompt.txt

                                

What this prompt does

This prompt generates a complete, production-oriented insurance quote wizard spec — not a generic form layout, but a step-by-step UX system with specific interaction rules baked in. It encodes hard-won insurance industry knowledge directly into the output: one question group per screen, a sticky real-time price preview, expandable coverage explanations, and a save-and-resume path that removes commitment anxiety.

What makes it work is the anti-pattern block. The template explicitly forbids the mistakes that kill insurance conversion: wall-of-questions single-page forms, legal jargon without plain-English tooltips, hidden fees revealed only at the end, and "call us" as the only exit. The AI cannot accidentally generate those patterns because they are ruled out before generation begins.

The output covers the full funnel — entry CTA with trust badges through comparison view and save-and-resume — so you get a coherent system, not disconnected screen ideas.

When to use it

  • You are building a new insurance product landing + quote flow from scratch and need a full UX spec before touching code.
  • You are redesigning an existing quote form with high drop-off at step 2 or 3 and want a structured diagnostic and replacement spec.
  • You need framework-specific code (React, Vue, Svelte) for an animated multi-step form with live price updating.
  • You are pitching an insurance client and need a credible, detailed flow document to present within hours.
  • You want a side-by-side good/better/best plan comparison component with real interaction behavior defined.
  • You are building a white-label quoting tool and need a base UX template that works across multiple insurance verticals.

Example output

Entry CTA — "Get your home insurance quote in 4 minutes"
Trust badges: Lloyd's registered · 4.8/5 Trustpilot · 256-bit encrypted

Step 1/4 — Your Home
  "What kind of property are you insuring?"
  [Detached] [Semi-detached] [Flat] [Other]
  Pre-selected: Detached (most common)

Step 2/4 — Coverage Dates
  Start date: [today + 1 day default]
  "What is your property's rebuild value?" [£240,000]
  ⓘ "Not sure? Use our rebuild calculator →"

Sticky footer: Estimated premium £42/month — updates on each answer change

Step 3/4 — About You
  Name, DOB, claims in last 5 years (tooltip: "A claim is...")

Step 4/4 — Your Quote
  Good: £38/mo · Better: £47/mo · Best: £61/mo
  [Each column expandable — "What does this cover?"]
  [Buy now] [Save quote — email me this]

// Code output: set [framework] to React, Vue, or Svelte — see FAQ for detail

Pro tips

  • Set [time_estimate] to an honest number (4–6 minutes for most flows) — the template uses it in the entry CTA. Inflated claims ("2 minutes") erode trust at the exact moment you are trying to build it.
  • For [quote_steps], map your actual required data fields first, then group them thematically. Three to four steps covering property details, coverage dates, personal info, and results is the sweet spot — five or more and you need explicit progress recovery.
  • The [framework] variable drives the code output. If you specify React, ask for hooks-based state with useReducer for multi-step form state — the prompt is framework-agnostic, so specificity here improves output quality meaningfully.
  • The real-time price preview is the highest-conversion element in the spec. When implementing, make sure the backend supports partial-quote pricing before step completion — without this, the preview becomes a UX lie.
  • Pair this prompt with a dedicated accessibility pass: insurance quote forms must meet WCAG 2.1 AA (field label associations, error announcement via aria-live, keyboard navigation for the comparison table). The template does not generate accessibility markup by default.

Frequently Asked Questions

Does this prompt generate actual working code or just a UX spec?
Both, depending on what you ask for. The template includes a `[framework]` variable specifically for code generation — set it to React, Vue, or Svelte and the output includes multi-step form code with animated transitions. If you leave it vague, you get more UX specification than implementation. Be explicit: 'React with Tailwind CSS and Framer Motion transitions' yields usable component code.
Can I use this for non-standard insurance types like pet or travel insurance?
Yes — the `[insurance_type]` variable is open-ended. The industry rules block (color mood, anti-patterns, step structure) applies across verticals. What changes is the `[quote_steps]` and `[customer_persona]` you supply. For travel insurance, steps typically cover trip dates, destination, and traveler ages. For pet, it is species, breed, and vet history. The prompt adapts because those details feed directly into the step-by-step form generation.
The template mentions a 'save and resume' feature — does it also generate the backend logic for that?
The template generates the UX and frontend flow for save-and-resume including the email-based link trigger. It does not generate server-side session persistence or email delivery code by default. To get that, add a line to your input like 'include Laravel/Node backend code for partial quote storage keyed by UUID with a 48-hour TTL.' The prompt is frontend-first by design — backend specifics require explicit prompting.
Engr Mejba Ahmed

Need this built for real?

Engr Mejba Ahmed

AI Developer · Software Engineer

I'm Mejba — I design and ship production AI systems, automations, and full-stack apps. If you want this turned into a working solution for your team, let's talk.

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Engr Mejba Ahmed

Engr Mejba Ahmed

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