Insurance (B2B) Price Tool instant estimate — Overview
Where to find it
In your dashboard, open the site and go to the Price tool card. Under Which price tool, choose Insurance (B2B). When you build a new site or a lead-gen batch, the Price tool picker lists this tool as Insurance (B2B) price tool. See the price tools overview for turning a tool on and putting it on a website.
What visitors see
- Start screen. The business name, a headline and a button. Unless you change them, the headline is “Get a free instant estimate” and the button is “Get started”.
- Services. Under the heading “Which services do you require?”, the visitor taps one or more of the 8 services listed below, then Next.
- Questions. One question per screen, with the service name above it and a step count at the top. Questions that allow several answers say “(Select any that apply)”. Back and Start over are on every question.
- Contact details. The visitor fills in Name, Email, Zip, Phone. Name, Email, Zip are required; Phone is optional. Zip must be 5 digits. The visitor taps See your estimate.
- Estimate. A total range, one line per service picked (and one per add-on picked), a collapsed “How this was figured” section and a note that the number is not a final quote. Below it are Book a free on-site quote and Change my answers.
No price is shown before the contact step. The estimate appears as soon as the visitor taps See your estimate.
Services and questions
This tool has 8 services. Each service asks its own questions, in this order.
| Service | Questions, in order |
|---|---|
| General Liability Insurance | What industry is your business in? What is your annual revenue? Which coverages do you need? What is your preferred coverage limit? When do you need the coverage to start? |
| Workers’ Compensation Insurance | How many employees need coverage? What industry does your business operate in? Do you need any additional coverage options? What is the urgency of obtaining coverage? Which level of coverage do you require? |
| Commercial Property Insurance | What type of property do you need insured? What is the size of the property? What additional coverages are you interested in? How soon do you need coverage to start? What level of coverage do you prefer? |
| Commercial Auto Insurance | How many vehicles do you need insured? What type of coverage do you need? Add any extras? What is the annual mileage for most vehicles? When do you need coverage to start? |
| Professional Liability (E&O) | What is the size of your company? Which industry covers apply to your business? Choose your coverage level Do you need additional cyber liability coverage? Would you like to add any special endorsements? When would you like your coverage to start? |
| Cyber Liability Insurance | What is the size of your company? Which types of data do you handle? What level of coverage do you need? Select additional coverage options. When do you need the coverage to start? |
| Business Owner’s Policy (BOP) | Which type of business do you operate? What is the size of your business space? What coverage options do you need? What level of coverage limit do you require? How soon do you need coverage to start? |
| Commercial Umbrella Insurance | What is the size of your business? What areas do you need coverage for? What level of coverage are you interested in? When do you need the coverage to start? |
How the price is worked out
Each service starts at $0. Each answer does one of two things:
- adds a dollar range (a low and a high amount), or
- raises or lowers the service's total by a percent.
All the dollar amounts for a service are added up first. Then every percent answer is applied to that sum, one after another, whatever order the questions came in. So a dollar add-on always gets the same percent uplift as the rest of the job. When a question allows several answers, each one picked counts.
Questions that allow several answers can be left with none picked.
Most questions include an answer labelled “I'm not sure — use the average”. It has its own price or percent, which you can edit like any other answer.
Then the tool puts the services together:
- The services picked are added together.
- The total is not widened. You can widen it with How wide your range shows.
- The total is rounded to the nearest $1.
The lines on the estimate screen (one per service, one per add-on picked) are rounded the same way and always add up to the total shown.
Worked example
This uses the tool’s default prices. A visitor picks General Liability Insurance and answers:
- “What industry is your business in?” — Construction: adds $500–$1,500.
- “What is your annual revenue?” — Up to $500,000: adds $100–$300.
- “Which coverages do you need?” — nothing picked: no change.
- “What is your preferred coverage limit?” — $$1 million: no change.
- “When do you need the coverage to start?” — ASAP: adds $50–$150.
The total is rounded to the nearest $1. The visitor sees $650 – $1,950. The General Liability Insurance line shows $650 – $1,950.
Your prices
In the Price tool card, open Your prices. The panel starts from the tool’s default prices. It has these parts:
- Your business: Subline, Button label, Logo URL and Booking URL. The business name, headline and color come from the card’s Business name, Headline visitors see and Your color fields.
- One group per service. Each starts with Minimum for this service, then one row per answer, labelled with the question and the answer. A row is either a low and high dollar amount or a percent. Size and count questions also have a “default” row, which sets the number the question starts at.
- Your minimum job: the tool minimum.
- How wide your range shows: a percent from 0 to 50 that widens the total on each side.
Reset to defaults puts every row back. Click Save to keep your changes. A tool that is turned on shows the new prices the next time a visitor opens it.
If you switch Which price tool to a different trade, your price changes for the old trade are not kept. The business name, headline and color are kept.
With a Client pricing link, the business owner can edit these same prices without signing in. See the price tools overview.
Leads
A lead is saved when the visitor taps See your estimate. It holds the name, email, zip, phone (if given), every answer, the estimate shown and, when the browser reports it, the page the tool was on. Nothing is saved before that step. If the visitor taps Change my answers and sees a new estimate, the same lead is updated; nobody is alerted twice.
Each lead goes to the addresses in Email new leads to, and to you as well when Send me a copy too is ticked. The email carries your agency’s name.
The visitor is emailed a copy of their estimate under the business name. A reply goes to the first address in Email new leads to.
If the visitor taps Book a free on-site quote and you set a Booking URL, it opens that page. With no booking URL, the owner gets a second alert marked “Visit requested”, and the visitor sees “Request sent. [business name] will contact you.” When the site has a phone number, a Call button with that number appears under it.
Leads are listed in the card under Leads from your price tool, with the date, name, zip, contact, estimate shown and which alert went out.
Limits
The contact step can be sent 12 times per hour from one internet address. After that, the visitor still sees the estimate, but the details are not sent and the visitor sees “We couldn’t send your details just now — please call the business directly.” The same message appears if the details fail to send for any other reason.
Questions
Is the estimate a quote?
No. The estimate screen and the visitor’s email both say it is a ballpark range, not a final price.
Does a visitor have to give a phone number?
No. Name, Email, Zip are required. Phone is optional.
Can a visitor pick more than one service?
Yes. Each service gets its own questions and its own line on the estimate, and the total adds them together.
Can a visitor change an answer after seeing the price?
Yes. Change my answers goes back to the services screen.
What happens when I turn the tool off?
The tool stops loading. Anyone who opens it sees “This price tool isn’t turned on yet.” Your prices and leads are kept.
Is a visitor’s information sold?
No. See the privacy policy.