Marketing
Quote Funnel
Step 1
Coverage selection — start of the guided quote flow.
Step 2
Details collection for the selected coverage type.
Step 3
Additional details / underwriting questions.
Step 4
Contact info and review before submission.
Confirmation
Post-submission confirmation screen.
Admin
Login
Internal broker/staff sign-in screen.
Lead List
Table view of incoming quote requests / leads.
Lead Detail
Single-lead record — details, status, EZLynx handling.
Reference