Online quoting

An embeddable quote flow on your domain, not an external redirect.

A responsive quoting widget that adopts your design tokens. Embeddable on any page, across any partner domain, on every mobile device. Premiums recalculate instantly as applicants enter information, completing the bind directly on your page.

Consumer-facing speed with complete back-office control

Online quote abandonment occurs when forms are slow, clunky, or force buyers onto third-party checkout domains. Our embeddable Preact quoting component delivers sub-50 millisecond recalculation directly in the client browser, updating premium breakdowns in real time as applicants toggle deductible options or select policy add-ons.

From complex marine insurance quote forms capturing mooring coordinates to showroom vehicle point-of-sale quoting, questions and validations configure inside the administration console. Completed submissions transition into integrated payment collection with card tokenization and monthly finance options.

InsureOS customer quote form showing vessel storage and use step with postcode and cruising region options
Applicant view: lightweight, responsive form interface matching the insurer's brand typography and colour palette.
InsureOS form configuration editor in the admin portal displaying field mappings, question ordering, and step groupings
Underwriter view: form configuration tool defining field validation rules, conditional steps, and question sequences.

Delight policyholders. Equip your distribution network.

01

Lightweight client bundle

Built on Preact with a target bundle size under 60 KB gzipped, ensuring rapid page loading even on low-bandwidth mobile connections.

02

Local storage fault tolerance

Form progress persists to browser local storage on every input change, enabling buyers to resume interrupted sessions without re-entering data.

03

Sub-50ms recalculation

Rating adjustments evaluate instantly in the client interface, allowing buyers to see real-time price changes when adjusting excess options.

Quote forms on your own website

Turn the questions and rules behind each product into a branded, staged quote journey. Embed it on your website or a distributor's, so customers can get a price without being sent to a generic third-party portal.

  • Keep customers on your own website
  • Ask only the questions each risk needs
  • Save progress and return later
Step 1 of 4

Your information

First name
John
Last name
Smith
Date of birth
15 Jun 1990
Phone
+64
21 555 0100
Email
john@example.com
Address
42 Queen Street
Suburb
Auckland Central
Postcode
1010
Country
New Zealand
Registration
ABC 123
Vehicle found
Year
2021
Make
Toyota
Model
Corolla
Value
$45,000
Have you made an insurance claim in the past 5 years?
Have you been convicted of any driving offences in the past 5 years?
I am the owner of this vehicle
The information I provided is accurate to the best of my knowledge
Calculating your premium
Crunching the numbers now
Cover Type
Comprehensive
Third Party
Excess
$250
$500
$1,000
Payment Options
Credit or debit card
Instant, secure
$2,970.00
Bank transfer
2–3 business days
$2,970.00
12 monthly installments
via premium funding
$262.80 / mo
Payment complete
Your policy documents are on the way

Take payment without changing your stack

Connect the payment gateways and premium funders you already use. InsureOS presents the options, records the result, and continues the policy flow when payment clears.

acme.com/checkout

Complete your purchase

Cover Type
Comprehensive
Third Party
Excess
$250
$500
$1,000
Payment Options
Credit or debit card
Instant, secure
$2,970.00
Bank transfer
2–3 business days
$2,970.00
12 instalments
via premium funding
$262.80 / mo
01
Multiple payment methods

Card, bank transfer, and premium funding. Let customers choose what works for them.

02
Connect your existing providers

Use Windcave for card payments, RedPlanet for premium funding, or connect another provider.

03
Premium funding built in

Show funded instalments alongside annual payment, priced as part of the quote.

04
Automated docs and receipts

Send policy documents and receipts when payment clears, with the result recorded against the quote.

Frequently asked questions about online quoting

Get in touch

We'd love to hear from you

hello@os.insure
Built by
The Caretakers

A small New Zealand product studio. We design, build, and operate software for insurers.

caretakers.io