PreFill New Auto Quote

Using the Applied prefill feature when quoting an automobile in Applied Rating Services reduces the time spent on data entry and expedites the quoting process.

1. Do one of the following to launch AutoRater:

• Click AutoRater on the options bar.
• Click Quote > New Auto on the menu bar.
• Click the Add button and select New Auto from the menu in the Quote Summary section of the desktop.

2. The Quote information screen displays. Fill out the fields, then click OK.
3. The Information PreFill screen displays. Enter the client’s Driver’s Licence number and Province for the licence entered in the corresponding fields, then click OK.
   
   Note: Read the disclaimer to the client before entering their information.
4. The Prefill Results screen displays. A Policy/Carrier defaults in the Policies dropdown menu. Click the dropdown menu to select a different policy or to select All Policies, if necessary.
5. Next, select the vehicle(s) and driver(s) to be populated into Applied AutoRater from the PreFill results. Select the desired vehicle or driver in the list and click the Add button  to add it to the User Selection list. To add all the vehicles and drivers to the User Selection list, click the Add All button .
   
   Note: You can also make a selection by double clicking on the specific drivers or vehicles to be added to the list. To add all the drivers or vehicles to the list, double click on the DRIVERS or VEHICLES title.
   
   Click OK when you are finished making selections.
6. The Name Assignment screen displays with names populated in the name fields. If the names are correct, click OK.
   
   Note: At least one name must be assigned. Any unassigned names will use the defaults of Driver 1, Driver 2, and so forth.

If the name(s) in the field(s) are incorrect, complete the following steps:

1. Click the Clear button  next to the name that needs to be cleared, or if all names needs to be cleared, click the Clear All button.
   
   Note: If a field is accidently cleared or an incorrect edit has been made to a name, click the Revert button  next to the name that needs to be reverted to the default. If all names need to be reverted, click the Revert All button.
2. Drag and drop each name segment into the correct fields. Multiple names can be dragged and dropped into the same field.
   
   Note: The fields can also be filled out manually if additional items need to be added (e.g., hyphens and commas).
3. Once the names are correct, click OK to continue to the next screen.

7. The Auto Quote screen displays. The Year, Make, Model, VICC Code, Body Style, Fuel Type, Cylinders, List Price New, and Primary Use fields (if available) on the Vehicles tab automatically populate.
   
   Note: The vehicle coverage is not affected and will still populate according to the defaults set by either Applied Rating Services or the user.

8. On the Drivers tab, the following fields populate automatically from the prefill: Name, Relationship to Applicant, Licence Number, Province, Marital Status, Gender, and Date of Birth / Age (if available). Claims, Convictions, Suspensions, Insurance Lapse, and/or Fraud /Misrep. display in the Incidents section, if applicable.  
9. Continue completing the auto quote in Applied AutoRater as normal. Exit AutoRater by clicking File > Exit on the menubar. You will be brought to the Desktop Navigation screen; the auto quote displays in the Quote Summary section for the selected client on the Desktop Navigation screen.