PreFill to Auto

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.

2. The Add / Modify Client screen displays. Click the Prefill Client button and select PreFill to Auto Quote from the menu.
3. 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 Name Assignment screen displays with names populated in the name fields. If the names are correct, click OK.  

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

• 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.
• 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).

5. The Address Assignment screen displays with the address populated in the address fields. Make changes to the address if necessary. Once the address is correct, click OK.
   
   If you do not wish to override the existing address with the address displaying on the Address Assignment screen, click the Skip button.
   
   Note: If there is no address returned, this screen will not display.
   
   If the address displaying in the fields is incorrect, 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 field, click the Revert button  next to the field that needs to be reverted to the default. If all fields need to be reverted, click the Revert All button.
   
   You can also 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).
   
   If you are unsure of the address structure, place your cursor over the  icon to view how the address displayed in the report.
6. The Applicant Assignment screen displays. Select the appropriate Policy/Carrier from the dropdown list if the default policy is not correct.
7. Next, select the Applicant and Co-Applicant from the corresponding dropdown menus; click OK when finished.
   
   Note: If the client is not already in the system, the client will be created after you click OK on this screen.
8. AutoRater launches and the Quote information screen displays. If needed, complete or edit the information that displays; then click OK.
9. The Prefill Results screen displays. The Policy/Carrier that was selected on the Applicant Assignment screen defaults in the Policies dropdown. Click the dropdown menu to select a different policy or to select all policies if needed.
   
   Next, select the vehicle(s) and driver(s) from the PreFill results to be populated into Applied AutoRater. 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, or to add all the drivers or vehicles to the list, double click on the DRIVERS or VEHICLES title.
   
   Click OK when you have finished making your selections.
10. 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 in from the prefill.
    
    Note: The vehicle coverage is not affected and will still populate according to the defaults set by either Applied Rating Services or the user.

11. 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.  
12. 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.