QuoteRUSH Multi-Step Import Form

QuoteRUSH Multi-Step Import Form is a WordPress plugin built for insurance agencies that want to collect quote requests directly from their website and automatically create leads inside QuoteRUSH CRM.

The plugin provides a shortcode-based responsive frontend form, secure server-side QuoteRUSH API handling, file uploads, submission logging, email notifications, and a clear thank-you popup after successful lead creation.

Shortcode

Use this shortcode on any WordPress page, post, or Elementor section:

[quoterush_import_form]

Key Features

• Responsive multi-step quote form
• QuoteRUSH CRM API integration
• Home and Auto quote flow support
• Conditional form steps based on user selection
• Applicant and co-applicant information fields
• Existing or prior insurance declaration upload
• Driver license upload support
• Multiple VIN and driver license number support
• Secure WordPress AJAX submission
• Strict QuoteRUSH API success validation
• Admin settings page for API credentials
• Submission logs inside WordPress admin
• HTML email notification with submitted form data
• Thank-you popup after successful submission
• Elementor-friendly shortcode usage

Form Flow

The form begins by collecting applicant information, including name, date of birth, contact details, property address, and optional co-applicant information.

The user can then choose whether they want to bundle with Home Insurance.

If the user continues with Home Insurance, the form displays home and property-related steps, including declaration page upload, property details, wind or 4-point information, coverage needs, and risk questions.

If the user does not continue with Home Insurance, the form skips the property-related questions and collects auto-related information such as VIN numbers, driver license numbers, and optional driver license uploads.

QuoteRUSH API Integration

On submission, the plugin builds a QuoteRUSH-compatible JSON payload and sends it to the QuoteRUSH Import API:

The plugin only treats a submission as successful when QuoteRUSH confirms that a lead was created. A generic WordPress AJAX success response is not enough.

A submission is considered successful only when:

• There is no WordPress HTTP error
• The HTTP status code is 200 or 201
• The QuoteRUSH response contains Success
• The QuoteRUSH response contains a Lead #

When successful, the plugin extracts the QuoteRUSH Lead ID from the API response and returns it to the frontend.

Admin Settings

The plugin includes a WordPress admin settings page where administrators can configure:

• Web ID
• Web Password
• Agency
• Endpoint Key
• Default Assigned Email
• Notification Email
• Default Lead Source
• Default Lead Status
• Success Message
• Error Message
• Debug Mode

API credentials are stored securely on the server side and are never exposed in frontend JavaScript.

Submission Logs

Every submission is saved inside the WordPress admin log table.

The logs include:

• Client name
• Email address
• Phone number
• Insurance types
• QuoteRUSH Lead ID
• Uploaded documents
• Request payload
• API response
• Submission status
• Error message

This helps administrators debug failed API submissions and confirm exactly what data was sent to QuoteRUSH.

Email Notifications

After submission, the plugin sends an HTML email notification to the configured notification email address.

The email includes:

• Applicant details
• Insurance types
• QuoteRUSH API status
• QuoteRUSH Lead ID
• QuoteRUSH response
• Application summary
• Uploaded document links
• Full request payload

Frontend User Experience

After successful QuoteRUSH lead creation, the user sees a thank-you popup confirming that the form was submitted successfully.

If a QuoteRUSH Lead ID is available, it is displayed in the popup.

If QuoteRUSH rejects the submission, the frontend displays the actual API failure message so the issue can be diagnosed clearly.

Security

• API credentials remain server-side only
• WordPress nonces protect AJAX requests
• Inputs are sanitized recursively
• File uploads are restricted to approved document and image types
• Frontend API responses do not expose the Web Password
• Admin settings require WordPress administrator permissions

Supported Upload Types

• PDF
• JPG
• JPEG
• PNG
• DOC
• DOCX

Requirements

• WordPress
• PHP compatible with the active WordPress installation
• QuoteRUSH Import API credentials
• Working WordPress mail configuration for email notifications

Plugin Name

QuoteRUSH Multi-Step Import Form