PreFill to Client

Using the Applied prefill feature when entering or editing a client’s information reduces the time spent on entering client’s data into Applied Rating Services.

To add a client, do one of the following:

Click the New Client button on the options bar
Click the Add button in the Client Information side toolbar
Click Client > New on the menubar

To edit a client, do one of the following:

Click the Edit button in the Client Information side toolbar
Click Client > Modify on the menubar

The Add / Modify Client screen displays. Click the Prefill Client button and select PreFill to Client from the menu.

Enter the Client’s Driver’s Licence number and Province for the licence entered in the corresponding fields then click OK.

Note: Before entering the asking for the client’s information, read them the disclaimer.

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).

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 is 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 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.
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 looked in the report.

The Applicant Assignment screen displays. Select the appropriate Policy/Carrier from the dropdown list if the default is not correct.

Next, select the Applicant and Co-Applicant from the corresponding dropdown menus, then click OK.

On the Client Information screen the Applicant, Co-Applicant and address information is populated by prefill.

Continue completing the other information on the Add / Modify Client screen as needed.

Click OK to add the client to the system or to finish editing the client.