Dynamic Insurance Quote Generator using OmniStudio

Scenario Overview

Business Use Case:

A dynamic insurance quote needs to be generated based on customer inputs like Age, Location, and Vehicle Type. The insurance rates will be fetched from a backend data source using Data raptor or Integration Procedure, and real-time calculations will be done using Formula elements. A summary screen will display the final quote and enter information before submission.

Key OmniStudio Concepts Used

• OmniScript (Guided UI Flow)
• Conditional Display Logic
• Formula Element
• DataRaptor (for fetching dynamic rates)
• Custom Object for storing data (Insurance_Quote__c)
• Summary element for final review

Implementation Steps

1. Created Custom Object: Insurance_Quote__c

This object is used to store all user entries and the final insurance quote.

Custom Fields:

2. Designed OmniScript: Dynamic_Insurance_Quote

OmniScript Configuration:

Step-by-step Elements Used:

• Step 1: Collect User Details
  
  
  • Inputs: Age
  • Location (Picklist)
  • Vehicle Type (Picklist)
• Step 2: Call DataRaptor
  
  
  • Type: DataRaptor Extract Action
  • Purpose: Fetch base insurance rate based on Location and Vehicle Type.
  • Output: BaseRate
• Step 3: Formula Element
  
  

  Formula:

  FinalQuote = BaseRate + (Age * 5)

  • (Example logic: Add ₹5 per year of age to the base rate)
• Step 4: Conditional Display
  
  
  • Show additional options or alerts based on conditions like:
    
    
    • If Age < 18 → Show “You are not eligible”
    • If Vehicle Type = "Luxury" → Add premium notice
• Step 5: Summary Element
  
  
  • Display:
    
    
    • Name
    • Age
    • Location
    • Vehicle Type
    • Base Rate
    • Final Quote
• Step 6: Save to Salesforce
  
  
  • Type: DataRaptor Extract
  • Saves data to Insurance_Quote__c object

3. Created DataRaptor: GetInsuranceRate_DR

Conditional Logic Examples

• Location Picklist values: Urban, Semi-Urban, Rural
• Vehicle Type Picklist values: Hatchback, Sedan, SUV, Luxury
• Conditional Display:
  
  
  • Age under 18 → Error Message
  • Vehicle = Luxury → Display: "Luxury vehicle surcharge applies"

Sample Output on Summary Screen

Result

• Real-time insurance quote is calculated based on input.
• Final quote is stored in Salesforce under Insurance_Quote__c.
• Fully guided and dynamic user experience using OmniScript.
• Reusable integration via DataRaptor.

Benefits

• Reusability: DataRaptor can be reused in other Flows/OmniScripts.
• Real-time Quote: No need for hardcoded logic.
• Scalable: Easy to add more factors like Driving History, Accidents, etc.
• No-code/Low-code approach using OmniStudio.

Got questions? Feel free to drop an email to support@astreait.com