Quoting engine
Manage the rates and carrier terms behind the Super Visa and Visitor quotes.
- Live rate file
- Loading
- Effective from
- —
- Rates
- —
- Published
- —
Upload a rate file
The file is checked and held as a draft. Nothing changes for visitors until you publish it.
Review what changed
Publish
Once published, these rates are what visitors are quoted. The current file is archived and can be restored at any time.
Previous rate files
Restoring a file makes it live again immediately.
| File | Effective | Rates | Status | Uploaded |
|---|
Plans awaiting setup
These arrived in a rate file without carrier terms, so they are hidden from visitors until you set their day basis and payment options below.
Plan details and documents
What appears under each quote result when a visitor asks what is covered.
Benefit comparison
Loading…
One row per plan and product. Blank cells keep whatever is already saved, so a small correction sheet is fine.
Brochures and policy wordings
| Plan | Type | Shown as | File |
|---|
Insurer logos
Shown on each quote result. Insurers without one get a monogram instead.
Carrier terms
Day basis, trip limits, discounts and monthly payment rules. These are kept separately from the rate file, so uploading new rates never overwrites them.
Phone activity
Numbers that have pulled quotes. A number quoting repeatedly and never enquiring is worth a look — but check before blocking, because a family shopping around looks similar.