[
  {
    "grp": "ise",
    "title": "Insurance Quote Request (Embed)",
    "findTitle": "Insurance Quote Request (Embed)",
    "category": "Insurance Agency",
    "cover": "ise-kickoff-cover.png",
    "desc": "<p><strong>Insurance Quote Request</strong> — Kickoff intake form (public) for Insurance. Embeddable version — a transparent, chrome-free form that floats over your own website design (pair with the standalone version for a hosted page).</p><p>Tell us what you’d like covered and when. A few quick details get us started — this is a request for a quote, not a binding of coverage, and we never ask for Social Security or policy numbers here.</p><p><strong>What it collects (by section):</strong></p><ul><li><em>About you</em> — First name [short text]; Last name [short text]; Email address [short text].</li><li><em>What you’d like covered</em> — Lines of Interest (insurance) [multi-select: Auto (personal) / Homeowners / Renters / Umbrella (personal) / Life / …]; Policy Intent [dropdown: New / Renewal review / Remarketing]; Target Effective Date [date].</li><li><em>Your situation</em> — Current Carrier(s) (names only) [long text] <em>(conditional)</em>; Servicing Preference [dropdown: Agent-managed / Self-service portal / Mixed]; Cross-Sell Interests (insurance) [multi-select: Umbrella / Flood / Earthquake / Cyber / Life / …].</li><li><em>Anything else</em> — Insurance Notes (client-specific) [long text].</li></ul><p><strong>Conditional logic (forks):</strong></p><ul><li>WHEN <em>Policy Intent</em> is not <strong>New</strong> → show <em>Current Carrier(s) (names only)</em> (hidden by default until met).</li></ul><p><strong>Required:</strong> Email address, Lines of Interest (insurance) (kept low-friction).</p><p><strong>Form type:</strong> Kickoff intake (in), public. <strong>Niche:</strong> Insurance. <strong>Deployment:</strong> embed.</p><p><strong>Best for / surface when:</strong> An independent insurance agency taking quote requests — capturing the lines of coverage a prospect wants, their intent (new, renewal, or remarketing), target effective date, and current carriers, without ever asking for policy or account numbers.</p>"
  },
  {
    "grp": "ise",
    "title": "Coverage Targets & Current Policy (Embed)",
    "findTitle": "Coverage Targets & Current Policy (Embed)",
    "category": "Insurance Agency",
    "cover": "ise-coverage-cover.png",
    "desc": "<p><strong>Coverage Targets &amp; Current Policy</strong> — Update / setup form (auth-only) for Insurance. Embeddable version — a transparent, chrome-free form that floats over your own website design (pair with the standalone version for a hosted page).</p><p>The coverage you want and how your current policy is set up, so we can quote it accurately.</p><p><strong>What it collects (by section):</strong></p><ul><li><em>Coverage targets</em> — Primary Liability Limit Target [dropdown: $300k / $500k / $1M / $2M / $5M / …]; Umbrella/Excess Limit Target [dropdown: None / $1M / $2M / $5M / $10M / …]; Primary Deductible Preference [dropdown: $500 / $1k / $2.5k / $5k / $10k / …]; Coverage Enhancements Sought [multi-select: Replacement cost / Business income/extra expense / Hired &amp; Non-Owned Auto / Cyber add-on / Flood / …].</li><li><em>Your current policy</em> — Current Policy Number(s) (optional) [short text]; Current Premium (annual est.) [number]; Prior Coverage Lapse (36 mo.) [dropdown: No / Yes - &lt;30 days / Yes - &lt;30 days / Unknown]; Remarketing Permission (renewal) [choice: Yes / No / Case-by-case]. Where things stand today — references only, never account numbers.</li><li><em>Billing &amp; payment</em> — Billing Plan Preference [dropdown: Paid in full / Semi-annual / Quarterly / Monthly / Agency bill / …]; Payment Method Preference (insurance) [dropdown: ACH / Credit/Debit card / Check / Employer deduction / Other].</li><li><em>Certificates &amp; additional insureds</em> — Certificates of Insurance Needed [choice: Yes / No / Possibly later]; COI Holder List (names/emails) [long text]; Additional Insureds Required [choice: Yes / No / Unsure]; Additional Insured Names [long text]; Waiver of Subrogation Needed [dropdown: No / Yes - blanket / Yes - specific parties / Unsure].</li></ul><p><strong>Form type:</strong> Update / setup (up), auth-only. <strong>Niche:</strong> Insurance. <strong>Deployment:</strong> embed.</p><p><strong>Best for / surface when:</strong> Insurance client workflow — coverage targets &amp; current policy.</p>"
  },
  {
    "grp": "ise",
    "title": "Risk, Claims & Loss History (Embed)",
    "findTitle": "Risk, Claims & Loss History (Embed)",
    "category": "Insurance Agency",
    "cover": "ise-claims-cover.png",
    "desc": "<p><strong>Risk, Claims &amp; Loss History</strong> — Update / setup form (auth-only) for Insurance. Embeddable version — a transparent, chrome-free form that floats over your own website design (pair with the standalone version for a hosted page).</p><p>A clear loss history helps us place you with the right carrier at the best rate. Summaries and counts only — no policy or account numbers.</p><p><strong>What it collects (by section):</strong></p><ul><li><em>Claims history</em> — Claims in Last 5 Years (count) [number]; Claims Summary (last 5 years) [long text]; Loss Runs Status [dropdown: Not requested / Requested / Received - clean / Received - with losses / Under review / …].</li><li><em>Underwriting questions</em> — Underwriting Questions Outstanding [long text].</li><li><em>Pre-bind inspection</em> — Pre-Bind Inspection Required [dropdown: No / Possible / Yes / Unknown]; Inspection Scheduled Date [date]; Inspection Outcome (summary) [long text].</li><li><em>Quote &amp; carrier status</em> — Quote Status (insurance) [dropdown: Discovery / Submissions sent / Quoted / Bound / Declined by carrier / …]; Carrier Appetite Notes [long text].</li></ul><p><strong>Form type:</strong> Update / setup (up), auth-only. <strong>Niche:</strong> Insurance. <strong>Deployment:</strong> embed.</p><p><strong>Best for / surface when:</strong> Insurance client workflow — risk, claims &amp; loss history.</p>"
  },
  {
    "grp": "ise",
    "title": "Property, Auto & Home Risk Profile (Embed)",
    "findTitle": "Property, Auto & Home Risk Profile (Embed)",
    "category": "Insurance Agency",
    "cover": "ise-property-cover.png",
    "desc": "<p><strong>Property, Auto &amp; Home Risk Profile</strong> — Update / setup form (auth-only) for Insurance. Embeddable version — a transparent, chrome-free form that floats over your own website design (pair with the standalone version for a hosted page).</p><p>The details carriers use to rate home, auto, and property coverage — references and ranges only.</p><p><strong>What it collects (by section):</strong></p><ul><li><em>Property locations</em> — Property Locations to Insure [long text].</li><li><em>Home details</em> — Home Construction Type [dropdown: Frame/Wood / Masonry / Masonry veneer / Steel / Mixed / …]; Roof Year (est.) [short text]; Roof Material [dropdown: Asphalt shingle / Metal / Tile / Slate / Flat/TPO / …]; Home Square Footage (est.) [number]; Protection Features (home) [multi-select: Monitored burglar alarm / Monitored fire alarm / Sprinklers / Deadbolts / Impact windows/doors / …]; Catastrophe Exposure Flags [multi-select: Flood zone / Wildfire/Brush zone / Windstorm/Coastal / Earthquake / None / …].</li><li><em>Auto</em> — Driver Roster (names/license state) [long text]; Vehicle Roster Summary [long text]. Drivers and vehicles — names and license states only, never full license numbers.</li><li><em>Interested parties</em> — Mortgagee / Lienholder Names [long text]; Landlord/Property Manager (name/contact) [long text].</li></ul><p><strong>Form type:</strong> Update / setup (up), auth-only. <strong>Niche:</strong> Insurance. <strong>Deployment:</strong> embed.</p><p><strong>Best for / surface when:</strong> Insurance client workflow — property, auto &amp; home risk profile.</p>"
  },
  {
    "grp": "ise",
    "title": "Commercial, Cyber & Life Risk Profile (Embed)",
    "findTitle": "Commercial, Cyber & Life Risk Profile (Embed)",
    "category": "Insurance Agency",
    "cover": "ise-commercial-cover.png",
    "desc": "<p><strong>Commercial, Cyber &amp; Life Risk Profile</strong> — Update / setup form (auth-only) for Insurance. Embeddable version — a transparent, chrome-free form that floats over your own website design (pair with the standalone version for a hosted page).</p><p>Operations, exposures, and specialty lines so we can match commercial, cyber, and life coverage to your needs.</p><p><strong>What it collects (by section):</strong></p><ul><li><em>Your business</em> — Business Operations Summary [long text]; Years in Business [number]; Employee Count (approx.) [number]; Annual Revenue Band (est.) [dropdown: &lt;$250k / $250-999k / $1-2.9M / $3-4.9M / $5M+]; Primary Location(s) for Business [long text]; Property Details (commercial) [long text].</li><li><em>Exposures &amp; contractors</em> — Equipment / Tools Value Band [dropdown: &lt;$25k / $25-99k / $100-249k / $250-499k / $500k+]; Business Interruption Exposure [dropdown: Same day / Within a week / Within a month / Minimal]; Contracts Requiring AI/COI [choice: Yes / No / Unsure]; Subcontractor Usage [dropdown: No / Occasionally / Frequently / Sub-dependent]; Subcontractor Insurance Requirements [multi-select: General liability / Workers' comp / Auto / Umbrella / COI on file / …].</li><li><em>Cyber &amp; data</em> — Data/Security Controls Snapshot [multi-select: MFA for email / Endpoint protection / Regular backups / Vendor patching / Employee training / …]; PII/Payment Data Handled [multi-select: Payment cards / Bank info / SSNs/Gov IDs / Health data (limited) / None].</li><li><em>Professional, health &amp; life</em> — Professional Services Provided [long text]; Health Plan Preference (high-level) [dropdown: Individual / Family / Small group / Medicare-related / Not sure]; Life Insurance Purpose [multi-select: Income protection / Debt coverage / Business/key person / Estate planning / Final expenses / …]; Estimated Coverage Amount (life) [dropdown: $100k / $250k / $500k / $1M / $2M+]; Beneficiary Info (names only) [long text].</li></ul><p><strong>Form type:</strong> Update / setup (up), auth-only. <strong>Niche:</strong> Insurance. <strong>Deployment:</strong> embed.</p><p><strong>Best for / surface when:</strong> Insurance client workflow — commercial, cyber &amp; life risk profile.</p>"
  },
  {
    "grp": "ise",
    "title": "Policy Setup, Servicing & Renewal (Embed)",
    "findTitle": "Policy Setup, Servicing & Renewal (Embed)",
    "category": "Insurance Agency",
    "cover": "ise-policy-cover.png",
    "desc": "<p><strong>Policy Setup, Servicing &amp; Renewal</strong> — Update / setup form (auth-only) for Insurance. Embeddable version — a transparent, chrome-free form that floats over your own website design (pair with the standalone version for a hosted page).</p><p>How you’d like your policy serviced, who to reach for claims, and when to review at renewal.</p><p><strong>What it collects (by section):</strong></p><ul><li><em>Broker of record</em> — Broker of Record (BOR) Letter Status [dropdown: Not applicable / Not requested / Requested / Signed / Declined].</li><li><em>Servicing &amp; claims</em> — Claims Support Preference [dropdown: Phone / Email / Portal / Messaging app]; Preferred Claims Contact (reference) [short text]; After-Hours/Emergency Contact Preference [dropdown: Call / SMS / Email / Any].</li><li><em>Renewal</em> — Renewal Review Month [dropdown: January / February / March / April / May / …].</li></ul><p><strong>Form type:</strong> Update / setup (up), auth-only. <strong>Niche:</strong> Insurance. <strong>Deployment:</strong> embed.</p><p><strong>Best for / surface when:</strong> Insurance client workflow — policy setup, servicing &amp; renewal.</p>"
  }
]