Insurance Quote Wizard

Ultra-fast, Compare.com-style multi-step insurance quote forms for WordPress.

Description

Insurance Quote Wizard is a custom WordPress plugin built for insurance agencies. It creates beautiful, ultra-fast, multi-step wizard forms that collect quote leads with the look and feel of Compare.com.

Features

• Ultra-fast frontend (~38KB JS, zero jQuery dependency)
• Compare.com inspired one-question-per-step wizard UI
• Visual drag-and-drop form builder
• 3 pre-built templates: Auto Insurance, Home Insurance, Generic
• Unlimited forms, fields, steps, and conditional logic rules
• Complete entries management with pagination, notes, and CSV export
• EverQuote/QuoteWizard style email notifications
• Customer confirmation emails
• Email template customization with 20+ merge tags
• Email delivery log with resend capability
• Spam protection: honeypot, time-check, rate limiting, reCAPTCHA v3
• WordPress dashboard widget
• REST API with 11 endpoints
• Shortcode and Gutenberg block support
• Mobile-first responsive design
• Print-friendly entry views
• Accessibility: ARIA roles, keyboard navigation, focus management

Shortcodes

[insurance_quote_wizard id="1"] [insurance_quote_wizard slug="auto-insurance"]

Installation

1. Upload the insurance-quote-wizard folder to /wp-content/plugins/
2. Activate the plugin through the Plugins menu
3. Go to Quote Wizard in the admin sidebar
4. Use shortcodes to embed forms on any page

Changelog

1.5.0

• Phase 6: Production polish, bug fixes, plugin action links
• Full visual form builder with drag-drop
• EverQuote-style email templates
• Entry notes system
• Email log with resend
• Dashboard with 14-day chart
• WordPress dashboard widget

1.0.0

• Initial release