Generate a client insurance quote page from a PDF. Parses policy details and creates an HTML carrier comparison page ready for tiiny.host. Handles carrier vs carrier, full coverage vs liability-only, or single carrier scenarios.
Read the PDF at the provided path using the Read tool or mcp__PDF_Tools_-_Analyze__Extract__Fill__Compare__read_pdf_content tool. Extract:
Client name (full name of the named insured)
Client address (street, city, NC ZIP)
Vehicles (year, make, model for each vehicle)
Per-vehicle premiums (liability premium and comp/collision premium per vehicle, per option)
Per-vehicle usage (commute, pleasure, business — from "Primary use of the vehicle" field)
Carrier names (e.g., Dairyland, National General, Safeco, Progressive)
For each carrier/option: liability limits, comp deductible, collision deductible, rental amount, towing amount, paid-in-full price, down payment, monthly payment after down, 6-month term total
Related Skills
Driver info (name, relationship, years licensed, DOB if available)
Driver history (look for discount keywords like "Safe Driving", "Accident Free", or any accident/violation entries — determine if each driver has a clean record or has incidents)
If the PDF contains data for more than 2 carriers, ask the user which two to compare.
Step 2: Detect the scenario
Based on the parsed data, determine which of these 3 scenarios applies:
Scenario A — Carrier vs Carrier (default)
Two different carriers, both with similar coverage levels. This is the standard comparison.
Detected when: Two different carrier names with comparable coverage (both full coverage or both liability-only)
Scenario B — Full Coverage vs Liability-Only
Same or different carriers, one option has comp+collision and the other has liability only.
Detected when: One quote includes comp/collision deductibles and the other does not (or shows "N/A" / $0 / "None")
Hero intro: "{Name}, full coverage vs liability-only for your {vehicles}. See what the extra protection costs."
Key Difference card: Explain what full coverage adds (comp+collision) and the cost difference
Best Value label changes to "Full Protection" on the full coverage card
Secondary card label: "Budget Option" instead of "Option A"
Scenario C — Single Carrier Quote
Only one carrier/option in the PDF.
Detected when: Only one set of carrier data found in the PDF
Hero intro: "{Name}, here's your {Carrier} quote for your {vehicles}."
Section 2 becomes a single centered card (no side-by-side comparison)
No savings callout, no Key Difference section (section 3 removed — page has 5 sections)
Daily cost card still shows below the single card
Form carrier dropdown has only the one carrier pre-selected
Mobile sticky CTA: "{Carrier} — BIND NOW / ${down} DOWN"
If unsure which scenario, ask the user.
Step 3: Calculate derived data
For Scenario A (Carrier vs Carrier):
Savings: Higher 6-month total minus lower 6-month total
Best Value: Carrier with lower 6-month total
Daily cost: Best Value 6-month total ÷ 182, rounded to 2 decimals
Key Difference: The ONE meaningful coverage difference (usually comp deductible or a coverage gap)
For Scenario B (Full Coverage vs Liability):
Cost difference: Full coverage 6-month total minus liability-only 6-month total
Daily cost: Full coverage 6-month total ÷ 182, rounded to 2 decimals
Key Difference: What comp+collision covers (damage to YOUR car) and the price gap. Bold the dollar amounts.
For Scenario C (Single Carrier):
Daily cost: 6-month total ÷ 182, rounded to 2 decimals
Ask: "Does this data look correct? Should I generate the quote page?"
Step 5: Generate the HTML
Build a self-contained HTML file following the Bill Layne Quote Template v3 design exactly. The template uses:
Tech stack: Self-contained HTML/CSS/JS, no external JS libraries
Fonts: Google Fonts — Inter (prices), Outfit (body), Plus Jakarta Sans (headings)
Icons: Font Awesome 6.5.1 CDN
Favicon: https://fav.farm/🛡️
Vehicle cards: glass card with red-tinted icon (fa-truck for trucks, fa-car for sedans, fa-car-side for SUVs/wagons), vehicle name in white, usage in slate-500, premium columns with comp/collision deductible labeled (e.g., "+ COMP ($100 DED)")
Driver cards: glass card centered, green shield icon (fa-user-shield), name in white, relationship + years licensed in slate-500, green pill badge "Clean Record" (emerald border+bg) or amber "Has Incidents" if applicable
Mobile footer padding: @media (max-width: 767px) { footer { padding-bottom: 7rem !important; } } — ensures social links clear the sticky CTA bar
Page structure by scenario:
Scenario A — Carrier vs Carrier (8 sections):
Hero — Logo top-left (height:3.5rem), dark car hero image, "YOUR QUOTE" title, one-line intro
Key Difference — Single card, one paragraph, under 50 words
Your Vehicles — Grid of glass cards (one per vehicle). Each card shows: vehicle icon, year/make/model, usage type, and per-carrier annual premiums with comp/collision deductible noted (e.g., "+ COMP ($100 DED)"). Footnote: "Annual per-vehicle premiums shown"
Your Drivers — Two-column grid of glass cards. Each card shows: shield icon, driver name, relationship + years licensed, and a green "Clean Record" pill badge (or incidents if applicable). Footnote: discount details (e.g., "5-Year Accident Free • 3-Year Safe Driving discount applied")
What Happens Next — 3 red-numbered steps
Bind Form — Pre-filled name, carrier dropdown (best value default), contact time, mailto fallback
Testimonial + Footer — 5-star review, Bill's photo, phone, email, social links, both offices
Scenario B — Full Coverage vs Liability (8 sections):
Hero — Same layout, intro: "{Name}, full coverage vs liability-only for your {vehicles}."
Coverage Comparison — Two side-by-side cards: "Budget Option" (liability) vs "Full Protection" (full coverage, red border). Full coverage card gets the red CTA. Show cost difference instead of savings.
Key Difference — Explain what comp+collision covers: "Full coverage includes comprehensive and collision — if your car is damaged, stolen, or totaled, you're covered. Liability-only means you pay out of pocket. The difference is ${amount}/month."
Your Vehicles — Same grid as Scenario A but columns show "Liability" vs "+ Comp (${ded} ded)" premiums per vehicle
Your Drivers — Same as Scenario A
What Happens Next — Same 3 steps
Bind Form — Dropdown shows both options with coverage level labels
Testimonial + Footer — Same as Scenario A
Scenario C — Single Carrier (7 sections):
Hero — Same layout, intro: "{Name}, here's your {Carrier} quote for your {vehicles}."
Your Quote — Single centered card (max-width:28rem, margin:auto) with carrier logo, coverage checklist, payment breakdown, red CTA button. Daily cost card below.
Your Vehicles — Same grid with single premium column per vehicle, showing comp/collision deductible
Your Drivers — Same as Scenario A
What Happens Next — Same 3 steps
Bind Form — Carrier dropdown has only the one carrier, pre-selected
Testimonial + Footer — Same as Scenario A
Mobile sticky CTA — Fixed red bar at bottom (<768px):
Scenario A: "{Best Value Carrier} — BIND NOW / ${down} DOWN"
Scenario B: "Full Coverage — BIND NOW / ${down} DOWN"
Scenario C: "{Carrier} — BIND NOW / ${down} DOWN"
Includes: OG meta tags, Schema.org JSON-LD, smooth scroll, form with Google Sheets placeholder + mailto fallback
Step 6: Save the file
Save to: C:\Users\bill\My Drive ([email protected])\Client Folders\{Client Name}\Bill-Layne-Quote-{FirstName}-{LastName}-v3.html
Create the client folder if it doesn't exist.
Step 7: Preview and verify
Copy the file to the worktree as preview-quote.html, start the dev server with preview_start, and take a screenshot to show the user the result. Verify:
Logo visible and properly sized
Card(s) render with correct numbers
Daily cost shows correct $/day
Vehicle cards show all vehicles with per-option premiums and deductibles
Driver cards show all drivers with clean record / incidents badges
Form pre-fills correctly
Mobile sticky CTA present
Social links visible in footer (not hidden behind sticky CTA on mobile)
Tell the user: "Quote page saved to {path}. Upload to tiiny.host and text the link to {client name}."
Scenario A (carrier vs carrier):C:\Users\bill\My Drive ([email protected])\Client Folders\Tremayne Buchanon\Bill-Layne-Quote-Tremayne-Buchanon-v3.html (note: does not have vehicles/drivers sections — use Deboyace as primary reference)