An interactive walkthrough of the client journey, and the guide to build it
This guide shows how the Inbest Benefits Calculator could be embedded in My Money Steps, offering a seamless income maximisation feature in the Get your advice section. It includes an interactive demo you can click through, and details how your team would build it.
This is a potential example. We would welcome feedback from Money Advice Trust on improvements and additional client journeys.
Three stages take a client from the budget they have already completed to a personalised plan to claim their benefits.
The client sees an estimate of the benefits they could be missing, calculated from the income and expenditure they have already entered in My Money Steps, and is invited to run the full check.
The client completes the benefits eligibility questionnaire, pre-filled from their budget so nothing is asked twice. The results page shows only the benefits they are eligible for, each with the amount, how to claim, the documents needed and the expected timeframe.
The client gets a personalised action plan and can download it as a PDF or receive it by email, to keep or bring to an adviser. They can also edit their answers, open the full results page, and update the benefits they already receive, so the plan always reflects where they are.
Each section of the journey maps to a single Inbest API endpoint. Your team builds the experience in your design system; the calculation engine and benefit rules stay behind our API, always up to date.
| Section | Endpoint | What it returns |
|---|---|---|
| My advice, before the calculator | benefits_estimation_debt | The estimated benefits amount from the client's income, expenditure and debt inputs, plus a unique link into the full calculator. |
| My advice, before and after the calculator | get_user_object | The client's benefits entitlement, from the estimate or the full calculation, and their stage in the journey. |
| Results page, and My advice after the calculator | get_user_benefits_description | The benefits the client is eligible for: names, amounts, descriptions, claim steps and links. |
| PDF download | pdf_calculator | The downloadable PDF of the client's results and the answers they gave. |
The full technical reference, with every endpoint, the URL parameters and the SFS field mapping, is in the Benefits Calculator product manual. We provide Swagger documentation and a sandbox for your team to build against.
Start simple to get the calculator in front of clients quickly and at low risk, then deepen the integration as the analytics show what works. Each step is a working, live integration in its own right.
| Step | You build in your design system | Served as an iframe | Timeframe |
|---|---|---|---|
| 1 | The My advice section | The questionnaire and the results page | 2 weeks |
| 2 | The My advice section and the results page | The questionnaire only | 2 weeks |
| 3 | The whole calculator, including the questionnaire, built natively on our API and SDKs | Nothing, fully embedded | 6 weeks |
Everything in this guide runs on the live platform today, embedded in the websites, apps and case management systems of over 150 UK organisations.