JotForm Integration Guide

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

1. Go to https://www.jotform.com/ and sign up for an account. 
2. Go to your email and confirm the creation of your account.
3. Now that your account is taken care of, login at JotForm!
4. Once logged in, you will see the page below. Click "Create Form" on the left-hand side. 

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5. You should see a page giving different options for the kind of template you will start with. For this tutorial, we will use a blank form. So click on "Create" under the blank form option. 

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6. You will now be asked to name your form. You can name it whatever you want, but we will name ours "Example #1". 

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7. Next, click on "Add Form Element" on the left-hand side. 

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8. A list of field options will appear on the left-hand side after clicking "Add Form Element". You can scroll down to view more options. Scroll down until you see "Short Text Entry" and click on it. 

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9. Our first field has been added! Now we need to name it. 

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10. Click on the highlighted portion "Click to edit.." and type in "Carrier Name". It will look like the example below. 

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11. Now, lets add another field by clicking "Number" on the left-hand side under Form Elements. 


12. We will need to name the number field now, so click the highlighted portion "Click to edit.." and rename it "Face Amount". 

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13. Now that you've finished these first two fields, feel free to add more fields from the chart below as desired. Keep in mind that the type and name of field are extremely important. The chart below includes the field names and types that must be used. The spelling and capitalization must be the exactly the same for each name. 


Product Information

Field Name Field Type
ADB Rider Annual Number
ADB Rider Max Coverage Number
ADB Rider Monthly Number
ADB Rider Quarterly Number
ADB Rider Semi Annual Number
Age Rate Number
AM Best Date Date
AM Best Rating Text
Base Premium Annual Number
Base Premium Monthly Number
Base Premium Quarterly Number
Base Premium Semi Annual Number
Carrier Health Category Text
Carrier Id Number
Carrier Name Text
Child Rider Annual Number
Child Rider Monthly Number
Child Rider Quarterly Number
Child Rider Semi Annual Number
Child Rider Unit Coverage Number
Child Rider Units Number
Child WOP Rider Annual Number
Child WOP Rider Monthly Number
Child WOP Rider Quarterly Number
Child WOP Rider Semi Annual Number
Face Amount Number
Flat Extra Annual Number
Flat Extra Monthly Number
Flat Extra Quarterly Number
Flat Extra Semi Annual Number
Gender Text
Guid Text
IXN Health Category Text
Policy Fee Annual Number
Policy Fee Monthly Number
Policy Fee Quarterly Number
Policy Fee Semi Annual Number
Premium Annual Number
Premium Monthly Number
Premium Quarterly Number
Premium Semi Annual Number
Product Id Number
Product Name Text
Product Type Text
Rate Age Number
Table Rate Annual Number
Table Rate Id Number
Table Rate Letter  Text
Table Rate Monthly Number
Table Rate Percent Number
Table Rate Quarterly Number
Table Rate Semi Annual Number
WOP Rider Annual Number
WOP Rider Monthly Number
WOP Rider Quarterly Number
WOP Rider Semi Annual Number

 

Quote Information

Field Name Field Type
Age Type Text
Agent Email (mobile only) Text
Agent First Name (mobile only) Text
Agent Last Name (mobile only) Text
Agent Phone (mobile only) Text
Current Age Number
Dob Day Number
Dob Month Number
Dob Year Number
First Name Text
Last Name Text
Nearest Age Number
State Text
Tobacco Text

 


14. Once you have finished adding fields, click on "Publish". You will be redirected to the page below. Click on "COPY LINK". 

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15. Open another page in your browser, and go to dashboard.ixn.tech


16. You should see the page below. Enter your email and password, then click "Login". 


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

Dashboard Navigation - Product

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

Product List - Agency Life Quoter

19. 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.


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


21. We will now edit the type, label, and URL for our quote action. Click the dropdown under "Type" and select "JotForm Form". 

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22. Then click the empty field under "Label" and type in the name for your label. It can be whatever you like, but we will name our label "JotForm". 

23. Now click on the empty field under "URL" and paste the URL you copied in step 13. Make sure the URL is correctly pasting before saving (if you need to recopy the URL repeat step 13). 


24. You can also choose to limit carriers and upload an icon. For this tutorial, we will leave those as they are. Click "Save" in the right-hand corner when you are finished. 


25. Go to your product to run quotes! We will enter generic information for this example (shown below). Once you have entered the required information, click "View Quotes".  

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26. We will select the first quote listed under the "30 Year Term" tab. Once you click on the quote, you will see a green bar that has our quote action listed. 

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27. Click on where it says "JotForm" (or whatever you entered for the label in the quote action). You should now see the form we created! You will also notice the fields we created are pre-filled with information listed in the quote. This makes submitting forms much easier! In order for the pre-filling to work, the field names must be written exactly as they are given in the chart from step 13. Otherwise, they will be empty. Go ahead and click "Submit" at the bottom of the form. 

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That is the end of our tutorial! Thank you for following along. Just as a reminder, in order for the pre-filling to work, the spelling/capitalization of the field names must be exactly the same as listed in the chart given in this tutorial.  

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