PreFill to Hab

Use the Applied Prefill feature when quoting a property in Applied Rating Services to expedite the quoting process.

2. The Add / Modify Client screen displays. Click the Prefill Client button and select PreFill to Hab 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 is incorrect, complete the following steps:

• Click the 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.

6. The Applicant Assignment screen displays. Select the appropriate Policy/Carrier from the dropdown list if the default is not correct.
7. Next, select the Applicant and Co-Applicant from the corresponding dropdown  menus if applicable and click OK.
   
   Note: If the client is not in the system, they will be created after you click OK on this screen.
8. PropertyRater launches and the Quote information screen displays. Edit the information that displays if needed, then click OK.
9. The property quote screen displays. The Address, Postal Code, City and the Auto – Current Insurer, and Insurer Since information is populated by the prefill. Continue completing the property quote in PropertyRater as normal.
10. Exit PropertyRater by clicking File > Exit on the menubar. You will be brought to the Desktop Navigation screen; the property quote displays in the Quote Summary section for the selected client on the Desktop Navigation screen.