Cognito Forms Integration Guide

This Integration can be applied to the following Products: Agency Life Quoter (ALQ), Mobile App, Website Quoter.

1. Go to https://www.cognitoforms.com/ and create an account.

2. Check your email and confirm account creation.

3. Once confirmed, login to your Cognito Forms account. 

4. Once you are logged in, click "New Form" to create a form. 

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5. You will have the option to use templates or to start from scratch. For this guide we will start from scratch for simplicity. Click "Start from scratch".

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6. We will now begin building our form. In the left-hand corner click on the field under "Title" to name your form. It can be whatever you like. We will name our form "Example #1". 

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7. Next, click on the empty field on the right with the + sign in the middle. This will allow you to add fields to the form. Important Note: Adding fields into sections will prevent them from pre-filling

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8. Now click "Textbox" on the left side of the screen. A new field will appear on the right side of the screen. One you see it, click on it. You will then be able to edit this field. Under "Label" on the left side of the screen, name the field "Carrier Name". 

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9. Now lets add another field. Click the empty field with the + sign in the middle (the one beneath our Carrier Name field). Next, click on "Number" on the left of the screen.  

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10. Click on the new field to edit. Once you've done so, click on the field beneath "Label" on the left side of the screen. Name the field "Face Amount". Next, select "Decimal" for the Type. Make sure "2" is selected under "Decimal Places". 

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11. If you would like to add more fields, the chart below lists Field Names for you to choose from. Follow steps between 7-10 to add more fields. (You can ignore the Field Title column for now. We will use it later in this guide).

Product Information

Field Name Field Type Type
Abd Rider Annual Number Decimal (2)
Adb Rider Max Coverage Number Decimal (2)
Adb Rider Monthly Number Decimal (2)
Adb Rider Quarterly Number Decimal (2)
Adb Rider Semi Annual Number Decimal (2)
Age Rate Number Decimal (2)
Am Best Date Date Date
Am Best Rating Textbox Single Line
Base Premium Annual Number Decimal (2)
Base Premium Monthly Number Decimal (2)
Base Premium Quarterly Number Decimal (2)
Base Premium Semi Annual Number Decimal (2)
Carrier Health Category Textbox Single Line
Carrier ID Number Decimal (2)
Carrier Name Textbox Single Line
Child Rider Annual Number Decimal (2)
Child Rider Monthly  Number  Decimal (2)
Child Rider Quarterly Number Decimal (2)
Child Rider Semi Annual Number Decimal (2)
Child Rider Unit Coverage Number  Decimal (2)
Child Rider Units Number  Decimal (2)
Child WOP Rider Annual  Number  Decimal (2)
Child WOP Rider Monthly Number Decimal (2)
Child WOP Rider Quarterly Number Decimal (2)
Child WOP Rider Semi Annual Number  Decimal (2)
Face Amount Number Decimal (2)
Flat Extr Annual Number Decimal (2)
Flat Extra Monthly Number  Decimal (2)
Flat Extra Quarterly Number Decimal (2)
Flat Extra Semi Annual Number  Decimal (2)
Gender Textbox Single Line
Guid Textbox Single Line
Ixn Health Category Textbox Single Line
Policy Fee Annual Number  Decimal (2)
Policy Fee Monthly  Number Decimal (2)
Policy Fee Quarterly Number Decimal (2)
Policy Fee Semi Annual Number Decimal (2)
Premium Annual Number Decimal (2)
Premium Monthly Number Decimal (2)
Premium Quarterly Number  Decimal (2)
Premium Semi Annual Number Decimal (2)
Product ID Number Decimal (2)
Product Name Textbox Single Line
Product Type Textbox Single Line
Rate Age Number Decimal (2)
Table Rate Annual Number Decimal (2)
Table Rate Id Number Decimal (2)
Table Rate Letter Textbox Single Line
Table Rate Monthly Number  Decimal (2)
Table Rate Percent Number Decimal (2)
Table Rate Quarterly Number Decimal (2)
Table Rate Semi Annual Number  Decimal (2)
Wop Rider Annual Number 

Decimal (2)

Wop Rider Monthly  Number

Decimal (2)

Wop Rider Quarterly Number

Decimal (2)

Wop Rider Semi Annual Number

Decimal (2)

Quote Information

Field Name Field Type Type
Age Type Textbox Single Line
Agent Email (mobile only) Textbox Single Line
Agent First Name (mobile only) Textbox Single Line
Agent Last Name (mobile only) Textbox Single Line
Agent Phone (mobile only) Textbox Single Line
Current Age Number  Decimal (2)
Dob Day Number Decimal (2)
Dob Month Number  Decimal (2)
Dob Year Number Decimal (2)
First Name Textbox Single Line
Last Name Textbox Single Line
Nearest Age Number Decimal (2)
State Textbox Single Line
Tobacco Textbox Single Line

 

12. Once you are done adding fields, click "Publish" near the top of the screen. Make sure to save your changes!

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13. You will now see the page below. Highlight and copy the link under "Share a link".

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14. Open a new tab and go to dashboard.ixn.tech

15. Type in your email and password, and click "Login". 

16. Once you are logged in, click "Products" in the navigation on the left-hand side.

Dashboard Navigation - Product

17. Find your Agency Life Quoter, Mobile App, or Website Quoter in your list of products.  Click on the name.

Product List - Agency Life Quoter

18. Click "Settings" at the top of the page. For the Agency Life Quoter and Mobile app, Select "Quote Actions" in the dropdown. For the Website Quoter, please follow these steps.

19. Click "Create New Action" in the upper right-hand corner.

20. We are going to edit the type, label, and URL. To start, click on the dropdown field beneath "Type" and select "Cognito Form". 

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21. Now click on the empty field beneath "Label" and name your quote action. It can be whatever you like, but we will name our quote action "Cognito Example". 

22. Now click on the empty field beneath "URL" and paste the URL we copied in step 13. You can also upload an icon or limit carriers, but for this guide we will just click "Save". 

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23. Go to your product to run quotes! Enter the quote information and click "View Quotes". For this guide we will use generic information.

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24. When you click on a quote, you will see a green menu bar that lists any quote actions you have created. We named our quote action "Cognito Example" so we will click on that. 

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25. A new page will open with the form we created. You will also notice the fields are pre-filled! When you are ready, click "Submit" to submit your form. 

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That's the end of our guide! Thank you for following along. 

Questions or feedback? Feel free to reach out to our Support Team at support@ixntech.com or call 800-250-5152 #2.