Right Quote v1.1 · PEA-463

Quick Quote - Design Comp v0.2

A minimal-input quote toggle on the Lead Intake screen, with promote-to-full-quote. Built on the production design tokens.
Status: Draft for team + agent feedback  |  Date: 2026-07-14  |  Fields confirmed by: Evan, Richie, and Matt (Safe Life)
State A - Quick Quote toggle ON (minimal fields, no client PII)
Step 1 of 4

New Lead

Quick Quote
Minimal inputs for a fast rate - no client PII. Promote to a full quote when the prospect is ready.
State
GA▾
Sex
Tobacco use
Health conditions (optional - add to refine, or skip)
⌕
Leave empty for a healthy-rate ballpark. Full health screening happens after promote.
Face amount
$15,000 (default)▾
State B - Quick Quote results (price-sorted default, promote to full quote)
Step 1 of 4 · Quick Quote

Quick Quote

Ballpark rates. No client info captured yet. Level rates for a healthy profile - promote to a full quote to run health screening and lock the tier.
6 carriers · $15,000 Level Sort
1
Transamerica
Immediate Solution Pfd
LevelComp $
$62.99 /mo
2
Royal Neighbors
Ensured Legacy Preferred
LevelComp $$
$63.30 /mo
3
Americo
Eagle Select 1
LevelComp $$$
$63.52 /mo
4
Mutual of Omaha
Living Promise
LevelComp $$
$63.56 /mo
5
United Home Life
Express Issue Premier
LevelComp $$
$70.44 /mo

Quick Quote - behavior notes (PEA-463)

Where it lives

Minimal fields (confirmed by Evan, Richie, Matt)

Results + promote

Open questions for feedback

Built on the production Right Quote design tokens (app/styles/tokens.css) - ink primary button, 6px radii, dark rail, Hanken Grotesk + JetBrains Mono.