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David Kniola
All work
Case study cover: Rethinking Quote API Bridge Flow.
The review page came too early, causing premature review, drop-off, and a rigid one-partner API.
Original six-step flow with Application Review first.
New five-step flow with Review and Purchase last.
Carrier selection with side-by-side Thimble General Liability pricing.
Coverage details screen listing work not covered for a janitorial policy.
Add-ons step asking whether the applicant does painting, HVAC, plumbing, and similar work.
Combined Review and Purchase page with inline edit and multiple actions.
Partner platform hands off through SSO into the First Connect API Bridge.
Deep dive on the combined review page: sidebar, inline edit, terms, and actions.
How the bridge adapts for AMS, agent, and future API partners.
Outcomes: 6 to 5 steps, review last, one API, N partners.