Term Quote — paths view

13mapped screens 3entry states 3unmapped branches 1hand-off

1 · Entry

2 · Qualify

3 · Lead capture

4 · Hand-off

Entry

Campaign landing + entry widget

/campaigns/term-quote/06. Hero cards "Who are you looking to protect?" — Just Me · Spouse/Partner · My Family — are the Picked widget (shadow-DOM .picked-root). Clicking one opens the funnel takeover. Gated on ?picked-feature=genex-enabled:true.

client page · our widgetscreenshot ↗

Returning

Returning visitor

After a submit the funnel resumes at lead capture — form pre-filled, the blurred options teaser behind. A "Pick up where you left off" step exists in the Returning-User experience (unmapped).

cookie / resume statescreenshot ↗

Entry

"Get my free quote" CTAs

The What-is-Term section CTA and the sticky-bar CTA enter the funnel directly — no widget answer given. The AAA-member modal still shows first, then the in-funnel Q1 ("Who are you looking to protect?"). Both landing variants (06/26) share this path. (Grace, 2026-07-17.)

prototype behaviourno live capture

Modal

Are you a AAA member?

Yes · No. "You don't need to be a AAA member to apply… members do receive some perks!" Renders as a modal (bottom sheet on mobile) before the questions.

Question 2 of 6 · 17%screenshot ↗

member?

Happy path

AAA members get 10% off

"Great news! As a valued AAA member, you'll receive an exclusive 10% discount…" + Continue. Interstitial shown only on the Yes branch.

Yes → 10% discountscreenshot ↗

Unmapped

Non-Member Follow Up

The "No" branch shows a different follow-up modal before the questions — not walked yet. Both branches rejoin at "A little bit about yourself".

map this nextnot mapped yet

CTA entry only

Who are you looking to protect? (in-funnel)

Shown ONLY when the visitor entered via a "Get my free quote" CTA — the landing widget answers this as Question 1, so widget entrants skip it and drop in at step 2. Just Me · My Partner & I · My Family, in the funnel template style.

Question 1 of 6 · 0%built from Figma 3234-168599

Step 2

A little bit about yourself

Zip Code + Sex (Male/Female) → Continue. ZIP validated against a state-licensing predicate. Walked: 90210, Male.

Question 2 of 6 · 17%screenshot ↗

ZIP serviced?

Dead-end

Not available in your area

AAA Life is licensed in every state EXCEPT NY. A NY ZIP (e.g. 10001) dead-ends here: "This product is not available in your area at this time" + Return to homepage. Use 90210 to proceed.

non-serviced state (NY)screenshot ↗

Step 3

What's your date of birth?

MM / DD / YYYY (validated 18–100). "Your premium is based on your age when you enroll…" Walked: 01 / 01 / 1991.

Question 3 of 6 · 33%screenshot ↗

Step 4

What is your employment status?

Full-time · Part-time/Casual · Self-employed/contractor · Retired · Other. Single choice, click advances. Walked: Full-time.

Question 4 of 6 · 50%screenshot ↗

Step 5

Nicotine in the last 12 months?

No · Yes (No is first). Lists cigarettes, cigars, e-cigs, chewing tobacco, gum, patches, pipes, hookah. Walked: No → "Non-smoking rates".

Question 5 of 6 · 67%screenshot ↗

Step 6

What got you thinking about life insurance?

Financial planning · Life changes · Growing family · Exploring coverage · Other. The only MULTI-select step + Continue. Walked: Financial planning.

Question 6 of 6 · 83%screenshot ↗

feature flags?

⚑

Dormant

Extended motivation flow

4 extra follow-up steps (Protect · Prompt · Most Important · What stage?) behind the disabled feature extended-motivation-flow. Off in the walked flow.

feature: offnot mapped yet

⚑

Dormant

Debts + Expenses

Two extra steps (Debts, Expenses) behind the disabled feature debts-expenses. Off in the walked flow.

feature: offnot mapped yet

Gate

Lead capture

First / Last name · Email · Phone → "Get my Term Life quote", over a BLURRED plan-options teaser (Low · Recommended · High, prices blurred by design). Submit creates a real CRM lead (test data only).

100% · real CRM leadscreenshot ↗

Client-owned

Quote-request confirmation

/campaigns/term-quote/quote-request-confirmation — "Thank you for requesting a free, term life insurance quote!" An agent calls within one business day. OUT OF SCOPE — not rebuilt.

out of scope · reference onlyscreenshot ↗

End of the GeneX experience

No payment/checkout inside the funnel. The whole flow (landing widget → member → 5 questions → lead capture) is clickable in the prototype; the client confirmation page is a hand-off stub.

Paths

Term Quote — paths view

End of the GeneX experience