| """Quote-application wizard views. |
| |
| SOURCE NOTE. The public marketing capture could not enter the wizard, but a |
| headed browser handoff on 2026-08-26 reached `ua.apps.insureon.com` and directly |
| observed the step names, order, conditional workers' compensation step, and |
| the opening Company Information controls. The remaining detailed field copy |
| uses the local deterministic application model. Evidence-backed inputs include: |
| |
| * the business-class taxonomy and its ids (first-party endpoint, HTTP 200), |
| * the product names, coverage descriptions and average premiums (captured |
| `/small-business-insurance/*` and `/small-business-insurance/*/cost`), |
| * the carrier names (captured home page), |
| * the site chrome, typography and palette (captured stylesheet). |
| |
| Later step field sets and control shapes remain a bounded reconstruction; they |
| do not claim a pixel-level visual contract. See `KNOWN_DIFFERENCES.md` and |
| `scope/claims.jsonl`. |
| """ |
|
|
| from __future__ import annotations |
|
|
| from typing import Any, Mapping, Sequence |
|
|
| import render as R |
| from content import professions as P |
|
|
| STEPS: list[tuple[str, str]] = [ |
| ("company", "Company Information"), |
| ("protection", "Protection Options"), |
| ("contact", "Contact Information"), |
| ("business", "Business Details"), |
| ("locations", "Locations"), |
| ("sales", "Sales & Operations"), |
| ("workers", "Workers’ Compensation"), |
| ("practices", "Business Operations & Practices"), |
| ] |
|
|
| ENTITY_TYPES = [ |
| ("sole-proprietorship", "Sole proprietorship"), |
| ("llc", "LLC"), |
| ("s-corporation", "S corporation"), |
| ("c-corporation", "C corporation"), |
| ("partnership", "Partnership"), |
| ("nonprofit", "Nonprofit"), |
| ] |
| ENTITY_TYPE_LABELS = dict(ENTITY_TYPES) |
|
|
| YEARS_OPTIONS = [ |
| ("0", "Less than 1 year"), |
| ("1", "1 year"), |
| ("2", "2 years"), |
| ("3", "3 years"), |
| ("5", "5 years"), |
| ("10", "10 or more years"), |
| ] |
|
|
| US_STATES = [ |
| ("AL", "Alabama"), ("AK", "Alaska"), ("AZ", "Arizona"), ("AR", "Arkansas"), |
| ("CA", "California"), ("CO", "Colorado"), ("CT", "Connecticut"), |
| ("DE", "Delaware"), ("DC", "District of Columbia"), ("FL", "Florida"), |
| ("GA", "Georgia"), ("HI", "Hawaii"), ("ID", "Idaho"), ("IL", "Illinois"), |
| ("IN", "Indiana"), ("IA", "Iowa"), ("KS", "Kansas"), ("KY", "Kentucky"), |
| ("LA", "Louisiana"), ("ME", "Maine"), ("MD", "Maryland"), |
| ("MA", "Massachusetts"), ("MI", "Michigan"), ("MN", "Minnesota"), |
| ("MS", "Mississippi"), ("MO", "Missouri"), ("MT", "Montana"), |
| ("NE", "Nebraska"), ("NV", "Nevada"), ("NH", "New Hampshire"), |
| ("NJ", "New Jersey"), ("NM", "New Mexico"), ("NY", "New York"), |
| ("NC", "North Carolina"), ("ND", "North Dakota"), ("OH", "Ohio"), |
| ("OK", "Oklahoma"), ("OR", "Oregon"), ("PA", "Pennsylvania"), |
| ("RI", "Rhode Island"), ("SC", "South Carolina"), ("SD", "South Dakota"), |
| ("TN", "Tennessee"), ("TX", "Texas"), ("UT", "Utah"), ("VT", "Vermont"), |
| ("VA", "Virginia"), ("WA", "Washington"), ("WV", "West Virginia"), |
| ("WI", "Wisconsin"), ("WY", "Wyoming"), |
| ] |
|
|
|
|
| def _shell(inner: str, *, step: str, title: str, app: Mapping[str, Any] | None = None, |
| logged_in: bool = False, description: str = "", |
| steps: Sequence[tuple[str, str]] | None = None) -> str: |
| ref = "" |
| if app and app.get("reference"): |
| ref = (f'<p style="text-align:center;color:var(--ion-muted);font-size:.82rem">' |
| f'Application {R.esc(app["reference"])}</p>') |
| visible_steps = list(steps or STEPS) |
| body = f"""<section class="section section--tint" style="padding:2.5rem 0"> |
| <div class="wrap">{R.stepper(visible_steps, step)}{ref}</div> |
| </section> |
| <section class="section"><div class="wrap">{inner}</div></section>""" |
| return R.page(body, title=title, description=description, logged_in=logged_in) |
|
|
|
|
| |
| |
| |
|
|
| def start_quote(query: str = "", product: str = "", error: str = "", |
| logged_in: bool = False) -> str: |
| """T03 entry: the business-class picker that the source renders as a modal.""" |
| from content import site as S |
|
|
| |
| |
| |
| |
| rows = P.search(query, limit=len(P.all_services())) |
| options = "".join( |
| f'<li data-class-option data-label="{R.esc(r["name"])} {R.esc(r["industry_name"])}">' |
| f'<button class="btn btn--ghost btn--block" type="submit" name="profession_id"' |
| f' value="{r["id"]}" style="text-align:left;border-color:var(--ion-border)">' |
| f'{R.esc(r["name"])}' |
| f'<span style="display:block;font-size:.75rem;color:var(--ion-muted)">' |
| f'{R.esc(r["industry_name"])}</span></button></li>' |
| for r in rows |
| ) |
| empty = "" if rows else ( |
| '<p style="padding:1rem;color:var(--ion-muted)">No business type matches ' |
| f'“{R.esc(query)}”. Try a broader keyword.</p>') |
| inner = f"""<div class="form-card" style="max-width:44rem"> |
| <h1 style="font-size:1.9rem;text-align:center">{R.esc(S.QUOTE_MODAL["heading"])}</h1> |
| <p style="text-align:center;color:var(--ion-muted)">{R.esc(S.QUOTE_MODAL["subheading"])}</p> |
| {R.error_summary({"class": error} if error else {})} |
| <form method="get" action="/start-quote" class="search-form" style="margin-bottom:1rem"> |
| <input type="hidden" name="product" value="{R.esc(product)}"> |
| <label for="class-search" style="position:absolute;left:-9999px"> |
| {R.esc(S.QUOTE_MODAL["placeholder"])}</label> |
| <input id="class-search" type="search" name="q" data-class-search |
| placeholder="{R.esc(S.QUOTE_MODAL["placeholder"])}" |
| autocomplete="off" value="{R.esc(query)}"> |
| <button class="btn btn--ghost" type="submit">Search</button> |
| </form> |
| <form method="post" action="/app/quote/new"> |
| <input type="hidden" name="product" value="{R.esc(product)}"> |
| <ul data-class-list style="list-style:none;padding:0;margin:0;max-height:26rem; |
| overflow-y:auto;border:1px solid var(--ion-border);border-radius:.5rem"> |
| {options} |
| </ul> |
| {empty} |
| <p data-class-empty hidden style="padding:1rem;color:var(--ion-muted)"> |
| No business type matches that search. Try a broader keyword.</p> |
| </form> |
| <p style="text-align:center;margin-top:1.5rem;color:var(--ion-muted)"> |
| {R.esc(S.QUOTE_MODAL["call_prompt"])}</p> |
| </div>""" |
| return _shell(inner, step="class", |
| title="Small Business Insurance Quotes | Insureon", |
| description="Get the right coverage from top insurance companies.", |
| logged_in=logged_in) |
|
|
|
|
| def source_steps(app: Mapping[str, Any]) -> list[tuple[str, str]]: |
| products = list(app.get("requested_products") or []) |
| return [row for row in STEPS if row[0] != "workers" or "workers-compensation" in products] |
|
|
|
|
| def company_information(app: Mapping[str, Any], errors: Mapping[str, str] | None = None, |
| logged_in: bool = False) -> str: |
| errors = errors or {} |
| inner = f"""<div class="form-card"> |
| <h1 style="font-size:1.7rem">Your Company Information</h1> |
| <p style="color:var(--ion-muted)">Tell us about the company you want to insure.</p> |
| {R.error_summary(errors)} |
| <form method="post" action="/app/quote/{R.esc(app['id'])}/company-information"> |
| {R.field("business_name", "What's the name of your business?", value=app.get("business_name") or "", error=errors.get("business_name", ""), required=True, attrs='autocomplete="organization"')} |
| {R.field("zip_code", "What is the zip code of your primary business location?", value=app.get("zip_code") or "", error=errors.get("zip_code", ""), required=True, attrs='inputmode="numeric" maxlength="5" autocomplete="postal-code"')} |
| <fieldset class="field"><legend>When did you start your business?</legend><div class="field-row"> |
| {R.field("start_month", "Month", kind="select", value="", error=errors.get("start_month", ""), required=True, options=[("", "Select month")] + [(str(i), str(i)) for i in range(1, 13)])} |
| {R.field("start_year", "Year", kind="number", value="", error=errors.get("start_year", ""), required=True, attrs='min="1900" max="2026" inputmode="numeric"')} |
| </div></fieldset> |
| <div class="btn-row" style="justify-content:flex-end"><button class="btn btn--primary" type="submit">Save and Continue</button></div> |
| </form> |
| </div>""" |
| return _shell(inner, step="company", title="Company Information | Insureon", app=app, logged_in=logged_in, steps=source_steps(app)) |
|
|
|
|
| def protection_options(app: Mapping[str, Any], catalog: Mapping[str, Mapping[str, Any]], |
| selected: Sequence[str], limits: Mapping[str, Any], |
| errors: Mapping[str, str] | None = None, |
| logged_in: bool = False) -> str: |
| errors = errors or {} |
| boxes = [] |
| for slug, prod in catalog.items(): |
| boxes.append(f'<label class="tile"><input type="checkbox" name="products" value="{R.esc(slug)}"{" checked" if slug in selected else ""}> <strong>{R.esc(prod["name"])}</strong><p>{R.esc(prod.get("short_description", ""))}</p></label>') |
| inner = f"""<div class="form-card" style="max-width:50rem"><h1 style="font-size:1.7rem">Protection Options</h1><p style="color:var(--ion-muted)">Choose the policies and limits you want Insureon to compare.</p>{R.error_summary(errors)} |
| <form method="post" action="/app/quote/{R.esc(app['id'])}/protection-options"><div class="tile-grid protection-grid">{''.join(boxes)}</div><div class="field-row"> |
| {R.field("limit", "Liability limits", kind="select", value=str(limits.get("limit") or ""), options=limits.get("limit_options") or [])} |
| {R.field("deductible", "Deductible", kind="select", value=str(limits.get("deductible") or ""), options=limits.get("deductible_options") or [])}</div> |
| <div class="btn-row" style="justify-content:space-between"><a class="btn btn--ghost" href="/app/quote/{R.esc(app['id'])}/company-information">Back</a><button class="btn btn--primary" type="submit">Save and Continue</button></div></form></div>""" |
| return _shell(inner, step="protection", title="Protection Options | Insureon", app=app, logged_in=logged_in, steps=source_steps(dict(app, requested_products=list(selected)))) |
|
|
|
|
| def contact_information(app: Mapping[str, Any], errors: Mapping[str, str] | None = None, |
| logged_in: bool = False) -> str: |
| errors = errors or {} |
| inner = f"""<div class="form-card"><h1 style="font-size:1.7rem">Contact Information</h1><p style="color:var(--ion-muted)">Where should we attach this local quote application?</p>{R.error_summary(errors)}<form method="post" action="/app/quote/{R.esc(app['id'])}/contact-information"><div class="field-row"> |
| {R.field("contact_first", "First name", value=app.get("contact_first") or "", error=errors.get("contact_first", ""), required=True, attrs='autocomplete="given-name"')} |
| {R.field("contact_last", "Last name", value=app.get("contact_last") or "", error=errors.get("contact_last", ""), required=True, attrs='autocomplete="family-name"')}</div> |
| {R.field("email", "Email", kind="email", value=app.get("email") or "", error=errors.get("email", ""), required=True, attrs='autocomplete="email"')} |
| {R.field("phone", "Phone", kind="tel", value=app.get("phone") or "", error=errors.get("phone", ""), required=True, attrs='autocomplete="tel"')} |
| <div class="btn-row" style="justify-content:space-between"><a class="btn btn--ghost" href="/app/quote/{R.esc(app['id'])}/protection-options">Back</a><button class="btn btn--primary" type="submit">Save and Continue</button></div></form></div>""" |
| return _shell(inner, step="contact", title="Contact Information | Insureon", app=app, logged_in=logged_in, steps=source_steps(app)) |
|
|
|
|
| def source_business_details(app: Mapping[str, Any], errors: Mapping[str, str] | None = None, |
| logged_in: bool = False) -> str: |
| errors = errors or {} |
| inner = f"""<div class="form-card"><h1 style="font-size:1.7rem">Business Details</h1><p><strong>{R.esc(app.get('profession_name', ''))}</strong> · {R.esc(app.get('industry_name', ''))}</p>{R.error_summary(errors)}<form method="post" action="/app/quote/{R.esc(app['id'])}/business-details"> |
| {R.field("entity_type", "Business structure", kind="select", value=app.get("entity_type") or "llc", error=errors.get("entity_type", ""), required=True, options=ENTITY_TYPES)} |
| <div class="btn-row" style="justify-content:space-between"><a class="btn btn--ghost" href="/app/quote/{R.esc(app['id'])}/contact-information">Back</a><button class="btn btn--primary" type="submit">Save and Continue</button></div></form></div>""" |
| return _shell(inner, step="business", title="Business Details | Insureon", app=app, logged_in=logged_in, steps=source_steps(app)) |
|
|
|
|
| def locations(app: Mapping[str, Any], errors: Mapping[str, str] | None = None, |
| logged_in: bool = False) -> str: |
| errors = errors or {} |
| inner = f"""<div class="form-card"><h1 style="font-size:1.7rem">Locations</h1><p style="color:var(--ion-muted)">Confirm the primary location for this company.</p>{R.error_summary(errors)}<form method="post" action="/app/quote/{R.esc(app['id'])}/locations"> |
| {R.field("zip_code", "ZIP code", value=app.get("zip_code") or "", error=errors.get("zip_code", ""), required=True, attrs='inputmode="numeric" maxlength="5"')} |
| <div class="field-row">{R.field("state", "State", kind="select", value=app.get("state") or "", error=errors.get("state", ""), required=True, options=[("", "Select a state")] + list(US_STATES))}{R.field("city", "City", value=app.get("city") or "", error=errors.get("city", ""), required=True)}</div> |
| <div class="btn-row" style="justify-content:space-between"><a class="btn btn--ghost" href="/app/quote/{R.esc(app['id'])}/business-details">Back</a><button class="btn btn--primary" type="submit">Save and Continue</button></div></form></div>""" |
| return _shell(inner, step="locations", title="Locations | Insureon", app=app, logged_in=logged_in, steps=source_steps(app)) |
|
|
|
|
| def sales_operations(app: Mapping[str, Any], errors: Mapping[str, str] | None = None, |
| logged_in: bool = False) -> str: |
| errors = errors or {} |
| revenue = app.get("annual_revenue") or "" |
| inner = f"""<div class="form-card"><h1 style="font-size:1.7rem">Sales & Operations</h1><p style="color:var(--ion-muted)">Annual sales help carriers estimate the scale of your operations.</p>{R.error_summary(errors)}<form method="post" action="/app/quote/{R.esc(app['id'])}/sales-operations">{R.field("annual_revenue", "Estimated annual sales (USD)", kind="number", value=str(revenue), error=errors.get("annual_revenue", ""), required=True, attrs='min="0" step="1000" inputmode="numeric"')}<div class="btn-row" style="justify-content:space-between"><a class="btn btn--ghost" href="/app/quote/{R.esc(app['id'])}/locations">Back</a><button class="btn btn--primary" type="submit">Save and Continue</button></div></form></div>""" |
| return _shell(inner, step="sales", title="Sales & Operations | Insureon", app=app, logged_in=logged_in, steps=source_steps(app)) |
|
|
|
|
| def workers_compensation(app: Mapping[str, Any], errors: Mapping[str, str] | None = None, |
| logged_in: bool = False) -> str: |
| errors = errors or {} |
| inner = f"""<div class="form-card"><h1 style="font-size:1.7rem">Workers’ Compensation</h1><p style="color:var(--ion-muted)">This step appears because workers’ compensation was selected.</p>{R.error_summary(errors)}<form method="post" action="/app/quote/{R.esc(app['id'])}/workers-compensation">{R.field("employees", "How many employees do you have?", kind="number", value=str(app.get("employees") or ""), error=errors.get("employees", ""), required=True, attrs='min="0" max="500" inputmode="numeric"')}<div class="btn-row" style="justify-content:space-between"><a class="btn btn--ghost" href="/app/quote/{R.esc(app['id'])}/sales-operations">Back</a><button class="btn btn--primary" type="submit">Save and Continue</button></div></form></div>""" |
| return _shell(inner, step="workers", title="Workers’ Compensation | Insureon", app=app, logged_in=logged_in, steps=source_steps(app)) |
|
|
|
|
| def business_practices(app: Mapping[str, Any], logged_in: bool = False) -> str: |
| claims = bool(app.get("has_prior_claims")); cert = bool(app.get("needs_certificate")) |
| back = "workers-compensation" if "workers-compensation" in list(app.get("requested_products") or []) else "sales-operations" |
| inner = f"""<div class="form-card"><h1 style="font-size:1.7rem">Business Operations & Practices</h1><p style="color:var(--ion-muted)">A final set of questions helps match your company with eligible carriers.</p><form method="post" action="/app/quote/{R.esc(app['id'])}/business-operations-practices"><div class="field"><label>Any insurance claims in the last three years?</label><label><input type="radio" name="has_prior_claims" value="0"{"" if claims else " checked"}> No</label> <label><input type="radio" name="has_prior_claims" value="1"{" checked" if claims else ""}> Yes</label></div><label><input type="checkbox" name="needs_certificate" value="1"{" checked" if cert else ""}> I need a certificate of insurance</label><div class="btn-row" style="justify-content:space-between"><a class="btn btn--ghost" href="/app/quote/{R.esc(app['id'])}/{back}">Back</a><button class="btn btn--primary" type="submit">See my quotes</button></div></form></div>""" |
| return _shell(inner, step="practices", title="Business Operations & Practices | Insureon", app=app, logged_in=logged_in, steps=source_steps(app)) |
|
|
|
|
| |
| |
| |
|
|
| def location(app: Mapping[str, Any], errors: Mapping[str, str] | None = None, |
| logged_in: bool = False) -> str: |
| errors = errors or {} |
| inner = f"""<div class="form-card"> |
| <h1 style="font-size:1.7rem">Where is your business located?</h1> |
| <p style="color:var(--ion-muted)">Insurance requirements and rates vary by state, |
| so we start with your business address.</p> |
| <p><strong>{R.esc(app.get("profession_name", ""))}</strong> |
| <span style="color:var(--ion-muted)">— {R.esc(app.get("industry_name", ""))}</span> |
| <a href="/start-quote" style="margin-left:.5rem;font-size:.85rem">Change</a></p> |
| {R.error_summary(errors)} |
| <form method="post" action="/app/quote/{R.esc(app['id'])}/location"> |
| {R.field("zip_code", "ZIP code", value=app.get("zip_code") or "", |
| error=errors.get("zip_code", ""), required=True, |
| placeholder="60601", hint="5-digit US ZIP code", |
| attrs='inputmode="numeric" maxlength="10" autocomplete="postal-code"')} |
| {R.field("state", "State", kind="select", value=app.get("state") or "", |
| error=errors.get("state", ""), required=True, |
| options=[("", "Select a state")] + list(US_STATES))} |
| {R.field("city", "City", value=app.get("city") or "", |
| error=errors.get("city", ""), placeholder="Chicago")} |
| <div class="btn-row" style="justify-content:space-between"> |
| <a class="btn btn--ghost" href="/start-quote">Back</a> |
| <button class="btn btn--primary" type="submit">Continue</button> |
| </div> |
| </form> |
| </div>""" |
| return _shell(inner, step="location", title="Business location | Insureon", |
| app=app, logged_in=logged_in) |
|
|
|
|
| |
| |
| |
|
|
| def business(app: Mapping[str, Any], errors: Mapping[str, str] | None = None, |
| logged_in: bool = False) -> str: |
| errors = errors or {} |
| revenue = app.get("annual_revenue") |
| employees = app.get("employees") |
| inner = f"""<div class="form-card"> |
| <h1 style="font-size:1.7rem">Tell us about your business</h1> |
| <p style="color:var(--ion-muted)">Carriers price your policy from these details.</p> |
| {R.error_summary(errors)} |
| <form method="post" action="/app/quote/{R.esc(app['id'])}/business"> |
| {R.field("business_name", "Business name", value=app.get("business_name") or "", |
| error=errors.get("business_name", ""), required=True, |
| placeholder="Northside Consulting LLC", attrs='autocomplete="organization"')} |
| <div class="field-row"> |
| {R.field("employees", "Number of employees", |
| value="" if employees is None else str(employees), |
| error=errors.get("employees", ""), required=True, |
| kind="number", placeholder="5", |
| hint="Include owners and part-time staff", |
| attrs='min="0" max="500" inputmode="numeric"')} |
| {R.field("annual_revenue", "Annual revenue (USD)", |
| value="" if revenue is None else str(revenue), |
| error=errors.get("annual_revenue", ""), required=True, |
| kind="number", placeholder="200000", |
| hint="Gross revenue for the last 12 months", |
| attrs='min="0" step="1000" inputmode="numeric"')} |
| </div> |
| <div class="field-row"> |
| {R.field("years_in_business", "Years in business", kind="select", |
| value=str(app.get("years_in_business") or ""), |
| error=errors.get("years_in_business", ""), |
| options=[("", "Select")] + list(YEARS_OPTIONS))} |
| {R.field("entity_type", "Business structure", kind="select", |
| value=app.get("entity_type") or "", |
| error=errors.get("entity_type", ""), |
| options=[("", "Select")] + list(ENTITY_TYPES))} |
| </div> |
| <div class="btn-row" style="justify-content:space-between"> |
| <a class="btn btn--ghost" href="/app/quote/{R.esc(app['id'])}/location">Back</a> |
| <button class="btn btn--primary" type="submit">Continue</button> |
| </div> |
| </form> |
| </div>""" |
| return _shell(inner, step="business", title="Business details | Insureon", |
| app=app, logged_in=logged_in) |
|
|
|
|
| |
| |
| |
|
|
| def risk(app: Mapping[str, Any], errors: Mapping[str, str] | None = None, |
| logged_in: bool = False) -> str: |
| errors = errors or {} |
| claims = bool(app.get("has_prior_claims")) |
| cert = bool(app.get("needs_certificate")) |
| inner = f"""<div class="form-card"> |
| <h1 style="font-size:1.7rem">A few risk questions</h1> |
| <p style="color:var(--ion-muted)">These answers affect which carriers can quote |
| your business and what they charge.</p> |
| {R.error_summary(errors)} |
| <form method="post" action="/app/quote/{R.esc(app['id'])}/risk"> |
| <div class="field"> |
| <label>Have you had any insurance claims in the last 3 years?</label> |
| <label style="font-weight:400"><input type="radio" name="has_prior_claims" |
| value="0"{"" if claims else " checked"}> No claims</label><br> |
| <label style="font-weight:400"><input type="radio" name="has_prior_claims" |
| value="1"{" checked" if claims else ""}> Yes, one or more claims</label> |
| </div> |
| <div class="field"> |
| <label>Do you need a certificate of insurance for a client or landlord?</label> |
| <label style="font-weight:400"><input type="checkbox" name="needs_certificate" |
| value="1"{" checked" if cert else ""}> Yes, I need a certificate of insurance</label> |
| </div> |
| {R.field("operations", "Briefly describe what your business does", |
| kind="textarea", value=app.get("operations") or "", |
| error=errors.get("operations", ""), |
| placeholder="Management consulting for small manufacturers", |
| hint="Optional. Helps carriers classify your operations.")} |
| <div class="btn-row" style="justify-content:space-between"> |
| <a class="btn btn--ghost" href="/app/quote/{R.esc(app['id'])}/business">Back</a> |
| <button class="btn btn--primary" type="submit">Continue</button> |
| </div> |
| </form> |
| </div>""" |
| return _shell(inner, step="risk", title="Risk profile | Insureon", |
| app=app, logged_in=logged_in) |
|
|
|
|
| |
| |
| |
|
|
| def coverage(app: Mapping[str, Any], catalog: Mapping[str, Mapping[str, Any]], |
| selected: Sequence[str], limits: Mapping[str, Any], |
| errors: Mapping[str, str] | None = None, |
| logged_in: bool = False) -> str: |
| errors = errors or {} |
| boxes = [] |
| for slug, prod in catalog.items(): |
| checked = " checked" if slug in selected else "" |
| boxes.append(f"""<label class="tile" style="display:block;cursor:pointer"> |
| <input type="checkbox" name="products" value="{R.esc(slug)}"{checked}> |
| <strong style="margin-left:.4rem">{R.esc(prod["name"])}</strong> |
| <p style="margin:.5rem 0 0;font-size:.88rem;color:var(--ion-muted)"> |
| {R.esc(prod.get("short_description", ""))}</p> |
| </label>""") |
| limit_opts = limits.get("limit_options") or [] |
| ded_opts = limits.get("deductible_options") or [] |
| inner = f"""<div class="form-card" style="max-width:48rem"> |
| <h1 style="font-size:1.7rem">Choose your coverage</h1> |
| <p style="color:var(--ion-muted)">Select the policies you want quoted, then set |
| your limits and deductible.</p> |
| {R.error_summary(errors)} |
| <form method="post" action="/app/quote/{R.esc(app['id'])}/coverage"> |
| <div class="tile-grid" style="grid-template-columns:1fr 1fr;margin-bottom:1.5rem"> |
| {''.join(boxes)} |
| </div> |
| <div class="field-row"> |
| {R.field("limit", "Liability limits", kind="select", |
| value=str(limits.get("limit") or ""), |
| error=errors.get("limit", ""), options=limit_opts)} |
| {R.field("deductible", "Deductible", kind="select", |
| value=str(limits.get("deductible") or ""), |
| error=errors.get("deductible", ""), options=ded_opts)} |
| </div> |
| <div class="btn-row" style="justify-content:space-between"> |
| <a class="btn btn--ghost" href="/app/quote/{R.esc(app['id'])}/risk">Back</a> |
| <button class="btn btn--primary" type="submit">Get my quotes</button> |
| </div> |
| </form> |
| </div>""" |
| return _shell(inner, step="coverage", title="Choose your coverage | Insureon", |
| app=app, logged_in=logged_in) |
|
|
|
|
| |
| |
| |
|
|
| def _quote_card(app_id: str, q: Mapping[str, Any], chosen: bool) -> str: |
| badge = ('<span class="quote-card__badge">RECOMMENDED</span>' |
| if q.get("recommended") else "") |
| return f"""<div class="quote-card{' quote-card--recommended' if q.get('recommended') else ''}"> |
| <div> |
| {badge} |
| <div class="quote-card__carrier">{R.esc(q["carrier_name"])}</div> |
| <div class="quote-card__meta">{R.esc(q["product_name"])} · |
| AM Best {R.esc(q.get("rating", ""))}</div> |
| <div class="quote-card__meta"> |
| {R.money(q["per_occurrence_limit_cents"])} per occurrence / |
| {R.money(q["aggregate_limit_cents"])} aggregate · |
| {R.money(q["deductible_cents"])} deductible</div> |
| </div> |
| <div class="quote-card__price"> |
| <b>{R.money(q["monthly_premium_cents"])}</b> |
| <span>per month · {R.money(q["annual_premium_cents"])} annually</span> |
| </div> |
| <div style="display:flex;flex-direction:column;gap:.5rem"> |
| <form method="post" action="/app/quote/{R.esc(app_id)}/select"> |
| <input type="hidden" name="option_id" value="{R.esc(q["id"])}"> |
| <button class="btn {'btn--ghost' if chosen else 'btn--primary'} btn--sm" type="submit"> |
| {"Selected" if chosen else "Select"}</button> |
| </form> |
| <a class="btn btn--ghost btn--sm" href="/app/quote/{R.esc(app_id)}/quotes/{R.esc(q['id'])}"> |
| View details</a> |
| </div> |
| </div>""" |
|
|
|
|
| def quotes(app: Mapping[str, Any], options: Sequence[Mapping[str, Any]], |
| selected_ids: Sequence[str], notice: str = "", |
| logged_in: bool = False) -> str: |
| if not options: |
| listing = ('<div class="empty-state">No quotes have been generated for this ' |
| 'application yet. <a href="/app/quote/' |
| + R.esc(app["id"]) + '/coverage">Choose your coverage</a> to continue.</div>') |
| else: |
| listing = ('<div class="quote-list">' |
| + "".join(_quote_card(app["id"], q, q["id"] in selected_ids) |
| for q in options) |
| + "</div>") |
| save = "" |
| if not logged_in: |
| save = ('<p style="color:var(--ion-muted);font-size:.9rem">' |
| '<a href="/account/register?next=/app/quote/' + R.esc(app["id"]) |
| + '/quotes">Create an account</a> to save these quotes and come ' |
| 'back to them later.</p>') |
| else: |
| save = f"""<form method="post" action="/app/quote/{R.esc(app['id'])}/save" |
| style="display:inline"> |
| <button class="btn btn--ghost btn--sm" type="submit">Save this quote</button> |
| </form>""" |
| inner = f"""<h1 style="font-size:1.8rem">Compare your quotes</h1> |
| <p style="color:var(--ion-muted)"> |
| {R.esc(app.get("business_name") or "Your business")} · |
| {R.esc(app.get("profession_name", ""))} · |
| {R.esc(app.get("city") or "")} {R.esc(app.get("state") or "")} |
| {R.esc(app.get("zip_code") or "")}</p> |
| {R.notice(notice)} |
| {listing} |
| <div style="margin-top:1.5rem">{save}</div> |
| <div class="btn-row" style="justify-content:space-between"> |
| <a class="btn btn--ghost" href="/app/quote/{R.esc(app['id'])}/coverage">Edit coverage</a> |
| <a class="btn btn--primary" href="/app/quote/{R.esc(app['id'])}/review">Continue to review</a> |
| </div>""" |
| return _shell(inner, step="quotes", title="Compare quotes | Insureon", |
| app=app, logged_in=logged_in) |
|
|
|
|
| def quote_detail(app: Mapping[str, Any], q: Mapping[str, Any], |
| product: Mapping[str, Any] | None, chosen: bool, |
| logged_in: bool = False) -> str: |
| """T08: plan detail with limits, benefits, exclusions and policy terms.""" |
| def _bullets(entries: Any) -> str: |
| rows = [] |
| for e in entries or []: |
| if isinstance(e, Mapping): |
| t, b = e.get("title", ""), e.get("body", "") |
| else: |
| t, b = str(e), "" |
| rows.append(f"<li><strong>{R.esc(t)}</strong>" |
| + (f"<br>{R.esc(b)}" if b else "") + "</li>") |
| return "".join(rows) |
|
|
| covers = _bullets((product or {}).get("covers")) |
| excl = _bullets((product or {}).get("not_covered")) |
| inner = f"""<a href="/app/quote/{R.esc(app['id'])}/quotes" |
| style="font-size:.85rem">← Back to all quotes</a> |
| <h1 style="font-size:1.8rem;margin-top:1rem">{R.esc(q["carrier_name"])} — |
| {R.esc(q["product_name"])}</h1> |
| <div class="two-col" style="margin-top:1.5rem"> |
| <div> |
| <table class="summary-table"> |
| <tr><th>Carrier</th><td>{R.esc(q["carrier_name"])}</td></tr> |
| <tr><th>AM Best rating</th><td>{R.esc(q.get("rating", ""))}</td></tr> |
| <tr><th>Policy</th><td>{R.esc(q["product_name"])}</td></tr> |
| <tr><th>Per occurrence limit</th><td>{R.money(q["per_occurrence_limit_cents"])}</td></tr> |
| <tr><th>Aggregate limit</th><td>{R.money(q["aggregate_limit_cents"])}</td></tr> |
| <tr><th>Deductible</th><td>{R.money(q["deductible_cents"])}</td></tr> |
| <tr><th>Monthly premium</th><td>{R.money(q["monthly_premium_cents"])}</td></tr> |
| <tr class="total"><th>Annual premium</th><td>{R.money(q["annual_premium_cents"])}</td></tr> |
| </table> |
| <form method="post" action="/app/quote/{R.esc(app['id'])}/select" style="margin-top:1.5rem"> |
| <input type="hidden" name="option_id" value="{R.esc(q["id"])}"> |
| <button class="btn {'btn--ghost' if chosen else 'btn--primary'}" type="submit"> |
| {"Selected for this application" if chosen else "Select this quote"}</button> |
| </form> |
| </div> |
| <div class="prose"> |
| {f"<h3>What this policy covers</h3><ul>{covers}</ul>" if covers else ""} |
| {f"<h3>What this policy does not cover</h3><ul>{excl}</ul>" if excl else ""} |
| <h3>Policy terms</h3> |
| <ul> |
| <li>12-month policy term, effective the day coverage is bound.</li> |
| <li>Premium shown is for the limits and deductible selected on this application.</li> |
| <li>Final terms are subject to carrier underwriting review.</li> |
| </ul> |
| </div> |
| </div>""" |
| return _shell(inner, step="quotes", |
| title=f"{q['carrier_name']} {q['product_name']} quote | Insureon", |
| app=app, logged_in=logged_in) |
|
|
|
|
| |
| |
| |
|
|
| def review(app: Mapping[str, Any], selected: Sequence[Mapping[str, Any]], |
| totals: Mapping[str, int], errors: Mapping[str, str] | None = None, |
| logged_in: bool = False) -> str: |
| errors = errors or {} |
| if not selected: |
| inner = f"""<h1 style="font-size:1.8rem">Review your application</h1> |
| <div class="empty-state">You have not selected a quote yet. |
| <a href="/app/quote/{R.esc(app['id'])}/quotes">Compare your quotes</a> and select |
| at least one policy to continue.</div>""" |
| return _shell(inner, step="review", title="Review your application | Insureon", |
| app=app, logged_in=logged_in) |
|
|
| rows = "".join( |
| f'<tr><th>{R.esc(q["product_name"])} — {R.esc(q["carrier_name"])}</th>' |
| f'<td>{R.money(q["annual_premium_cents"])} / year' |
| f'<span style="display:block;font-weight:400;color:var(--ion-muted);font-size:.85rem">' |
| f'{R.money(q["monthly_premium_cents"])} per month · ' |
| f'{R.money(q["per_occurrence_limit_cents"])} per occurrence / ' |
| f'{R.money(q["aggregate_limit_cents"])} aggregate · ' |
| f'{R.money(q["deductible_cents"])} deductible</span></td></tr>' |
| for q in selected |
| ) |
| revenue = app.get("annual_revenue") |
| revenue_txt = f"${int(revenue):,}" if revenue not in (None, "") else "—" |
| inner = f"""<h1 style="font-size:1.8rem">Review your application</h1> |
| <p style="color:var(--ion-muted)">Check that everything below is correct before |
| you continue to enrollment.</p> |
| {R.error_summary(errors)} |
| <div class="two-col" style="align-items:start"> |
| <div> |
| <h3>Your business</h3> |
| <table class="summary-table"> |
| <tr><th>Business name</th><td>{R.esc(app.get("business_name") or "—")}</td></tr> |
| <tr><th>Business type</th><td>{R.esc(app.get("profession_name") or "—")}</td></tr> |
| <tr><th>Industry</th><td>{R.esc(app.get("industry_name") or "—")}</td></tr> |
| <tr><th>Number of employees</th><td>{R.esc(app.get("employees"))}</td></tr> |
| <tr><th>Annual revenue</th><td>{revenue_txt}</td></tr> |
| <tr><th>Years in business</th><td>{R.esc(app.get("years_in_business") or "—")}</td></tr> |
| <tr><th>Business structure</th><td>{R.esc(ENTITY_TYPE_LABELS.get(app.get("entity_type") or "", app.get("entity_type") or "—"))}</td></tr> |
| <tr><th>Location</th><td>{R.esc(app.get("city") or "")} |
| {R.esc(app.get("state") or "")} {R.esc(app.get("zip_code") or "")}</td></tr> |
| <tr><th>Prior claims</th><td>{"Yes" if app.get("has_prior_claims") else "No"}</td></tr> |
| </table> |
| <p style="margin-top:1rem"> |
| <a href="/app/quote/{R.esc(app['id'])}/business" style="font-size:.9rem"> |
| Edit business details</a></p> |
| </div> |
| <div> |
| <h3>Your selected coverage</h3> |
| <table class="summary-table"> |
| {rows} |
| <tr class="total"><th>Total annual premium</th> |
| <td>{R.money(totals["annual_cents"])}</td></tr> |
| <tr class="total"><th>Total monthly premium</th> |
| <td>{R.money(totals["monthly_cents"])}</td></tr> |
| </table> |
| <p style="margin-top:1rem"> |
| <a href="/app/quote/{R.esc(app['id'])}/quotes" style="font-size:.9rem"> |
| Change selected quotes</a></p> |
| </div> |
| </div> |
| <div class="btn-row" style="justify-content:space-between;margin-top:2.5rem"> |
| <a class="btn btn--ghost" href="/app/quote/{R.esc(app['id'])}/quotes">Back</a> |
| <a class="btn btn--primary btn--lg" href="/app/quote/{R.esc(app['id'])}/enroll"> |
| Continue to enrollment</a> |
| </div>""" |
| return _shell(inner, step="review", title="Review your application | Insureon", |
| app=app, logged_in=logged_in) |
|
|
|
|
| |
| |
| |
|
|
| def enroll(app: Mapping[str, Any], totals: Mapping[str, int], |
| errors: Mapping[str, str] | None = None, logged_in: bool = False) -> str: |
| errors = errors or {} |
| inner = f"""<div class="form-card"> |
| <h1 style="font-size:1.7rem">Enrollment details</h1> |
| <p style="color:var(--ion-muted)">We use these details to issue your policy |
| documents and certificate of insurance.</p> |
| {R.error_summary(errors)} |
| <form method="post" action="/app/quote/{R.esc(app['id'])}/enroll"> |
| <div class="field-row"> |
| {R.field("contact_first", "First name", value=app.get("contact_first") or "", |
| error=errors.get("contact_first", ""), required=True, |
| attrs='autocomplete="given-name"')} |
| {R.field("contact_last", "Last name", value=app.get("contact_last") or "", |
| error=errors.get("contact_last", ""), required=True, |
| attrs='autocomplete="family-name"')} |
| </div> |
| {R.field("email", "Email address", kind="email", value=app.get("email") or "", |
| error=errors.get("email", ""), required=True, |
| placeholder="owner@example.com", attrs='autocomplete="email"')} |
| {R.field("phone", "Phone number", kind="tel", value=app.get("phone") or "", |
| error=errors.get("phone", ""), required=True, |
| placeholder="(312) 555-0142", attrs='autocomplete="tel"')} |
| {R.field("effective_date", "Requested coverage start date", kind="date", |
| value=app.get("effective_date") or "", |
| error=errors.get("effective_date", ""), required=True)} |
| <table class="summary-table" style="margin:1.5rem 0"> |
| <tr class="total"><th>Total annual premium</th> |
| <td>{R.money(totals["annual_cents"])}</td></tr> |
| </table> |
| <div class="btn-row" style="justify-content:space-between"> |
| <a class="btn btn--ghost" href="/app/quote/{R.esc(app['id'])}/review">Back</a> |
| <button class="btn btn--primary" type="submit">Continue to payment</button> |
| </div> |
| </form> |
| </div>""" |
| return _shell(inner, step="review", title="Enrollment | Insureon", |
| app=app, logged_in=logged_in) |
|
|
|
|
| def payment(app: Mapping[str, Any], totals: Mapping[str, int], |
| errors: Mapping[str, str] | None = None, effective_date: str = "", |
| logged_in: bool = False) -> str: |
| errors = errors or {} |
| inner = f"""<div class="form-card"> |
| <h1 style="font-size:1.7rem">Payment</h1> |
| {R.notice("Offline demonstration site. This is a local sandbox payment step: " |
| "no card is charged, no payment processor is contacted, and no card " |
| "number is stored. Enter any placeholder values.")} |
| {R.error_summary(errors)} |
| <form method="post" action="/app/quote/{R.esc(app['id'])}/payment"> |
| <input type="hidden" name="effective_date" value="{R.esc(effective_date)}"> |
| {R.field("billing_name", "Name on account", value="", |
| error=errors.get("billing_name", ""), required=True, |
| placeholder="Business owner name")} |
| {R.field("method_label", "Payment method", kind="select", value="card-sandbox", |
| error=errors.get("method_label", ""), |
| options=[("card-sandbox", "Sandbox card"), |
| ("ach-sandbox", "Sandbox bank transfer")])} |
| {R.field("billing_zip", "Billing ZIP code", value=app.get("zip_code") or "", |
| error=errors.get("billing_zip", ""), required=True, |
| attrs='inputmode="numeric" maxlength="10"')} |
| <table class="summary-table" style="margin:1.5rem 0"> |
| <tr><th>Total annual premium</th><td>{R.money(totals["annual_cents"])}</td></tr> |
| <tr class="total"><th>Due today</th><td>{R.money(totals["annual_cents"])}</td></tr> |
| </table> |
| <div class="btn-row" style="justify-content:space-between"> |
| <a class="btn btn--ghost" href="/app/quote/{R.esc(app['id'])}/enroll">Back</a> |
| <button class="btn btn--primary btn--lg" type="submit">Complete purchase</button> |
| </div> |
| </form> |
| </div>""" |
| return _shell(inner, step="review", title="Payment | Insureon", |
| app=app, logged_in=logged_in) |
|
|
|
|
| def confirmation(app: Mapping[str, Any], policies: Sequence[Mapping[str, Any]], |
| totals: Mapping[str, int], documents: Sequence[Mapping[str, Any]], |
| logged_in: bool = False) -> str: |
| rows = "".join( |
| f'<tr><th>{R.esc(p["product_name"])} — {R.esc(p["carrier_name"])}</th>' |
| f'<td>Policy {R.esc(p["number"])}<span style="display:block;font-weight:400;' |
| f'color:var(--ion-muted);font-size:.85rem">Effective {R.esc(p["effective_date"])} ' |
| f'to {R.esc(p["expiration_date"])} · {R.money(p["annual_premium_cents"])} / year' |
| f"</span></td></tr>" |
| for p in policies |
| ) |
| docs = "".join( |
| f'<li><a href="/account/documents/{R.esc(d["id"])}">{R.esc(d["title"])}</a></li>' |
| for d in documents |
| ) |
| revenue = app.get("annual_revenue") |
| revenue_txt = f"${int(revenue):,}" if revenue not in (None, "") else "—" |
| inner = f"""<div style="max-width:44rem;margin:0 auto"> |
| <h1 style="font-size:1.9rem">You're covered.</h1> |
| <p style="color:var(--ion-muted)">Application {R.esc(app.get("reference", ""))} is |
| complete. A confirmation was recorded for |
| {R.esc(app.get("email") or "your account")}.</p> |
| <h3 style="margin-top:2rem">Your business</h3> |
| <table class="summary-table"> |
| <tr><th>Business name</th><td>{R.esc(app.get("business_name") or "—")}</td></tr> |
| <tr><th>Business type</th><td>{R.esc(app.get("profession_name") or "—")}</td></tr> |
| <tr><th>Number of employees</th><td>{R.esc(app.get("employees"))}</td></tr> |
| <tr><th>Annual revenue</th><td>{revenue_txt}</td></tr> |
| </table> |
| <h3 style="margin-top:2rem">Your policies</h3> |
| <table class="summary-table"> |
| {rows} |
| <tr class="total"><th>Total annual premium</th> |
| <td>{R.money(totals["annual_cents"])}</td></tr> |
| </table> |
| {f'<h3 style="margin-top:2rem">Your documents</h3><ul class="prose">{docs}</ul>' if docs else ''} |
| <div class="btn-row" style="justify-content:flex-start;margin-top:2rem"> |
| <a class="btn btn--primary" href="/account/policies">Manage my policies</a> |
| <a class="btn btn--ghost" href="/account/documents">View documents</a> |
| </div> |
| </div>""" |
| return _shell(inner, step="review", title="Purchase confirmed | Insureon", |
| app=app, logged_in=logged_in) |
|
|
