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Pattern Life is an insurance company which allows clients to request insurance policy quotes. It internally gets quotes from different vendor companies and helps clients to compare the policy options. Their primary objective is to provide an easy means to the clients to choose the best policy for them in a faster way without having a need to do any research.

1. Executive summary

This functional requirement document (FRD), outlines the requirements for the Pattern Life - ConnectApp project. It provides an overview of the current process and details about the application functionalities.

2. Project overview and objectives

Pattern Life is an insurance company which allows clients to request insurance policy quotes.


It internally gets quotes from different vendor companies and helps clients to compare the policy options. Their primary objective is to provide an easy means to the clients to choose the best policy for them in a faster way without having a need to do any research.


ConnectApp is a back-end application that accepts, and processes web forms submitted from PatternLife website by sending the information to Salesforce and creates Quote Request (QR) within ConnectApp. The QR information is emailed to vendor company users who login and fill out several quotes for the quote request. A salesman uses the platform to present quotes to the client.

Clicking on ‘New Quote Request’ button will open up ‘Create Quote Request’ page.

This page includes the following fields: