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Bridging to Bind Quotes

While an agent is completing an application form, Bold Penguin requests quotes from your active appointments. If a carrier returns a quote that is bindable online, congrats!

This guide explains how to bridge the agent to the carrier portal to bind the quote.

Using custom elements​

The bp-sdk-quote-request-container handles displaying and binding quotes. If you want to customize the experience, you can apply CSS styles or replace parts with your own custom elements.

For a review on how to add Bold Penguin custom elements to your application, see Installation.

Using Redux store and requests​

For advanced integrations, you can use the Bold Penguin Redux store and request methods. To bind the quote:

  • Get the selected quote (see Redux selectors for quotes)
  • Get the current SDK config
  • Request to bind quote
  • Use the URL in the response to open a new tab or window to the carrier portal
import {
  getPartnerEngineConfig,
  getStore,
} from '@boldpenguin/sdk';
import { QuoteRequest } from '@boldpenguin/sdk';

/**
 * Takes a quote request (IQuoteRequest) and opens a new
 * tab or window to bind the quote in the carrier portal.
 */
async function bindQuote(selectedQuoteRequest) {
  const quoteId = selectedQuoteRequest.id;
  const appFormId = selectedQuoteRequest.application_form_id;
  
  const config = getPartnerEngineConfig(getStore().getState());

  const response = await QuoteRequest.bindQuote(quoteId, appFormId, config);

  window.open(response.parsedBody, '_blank');
}