Prefill Services uses the 360Value API call to get data for use in preliminary quoting.
Note: You can also use this data for rate categories.
General setup
To complete the general setup:
- Contact ISO and secure a contract
- Obtain the following information from ISO
- A User ID
- A Group ID
- Password
BriteCore setup
Prefill Services has a setup similar to 360Value.
Vendor
- Navigate to Settings > Vendors > Prefill Services
- Select Prefill Services
- Next to Prefill Services, select the edit icon
- In the dialog box, complete the applicable credentials
Lines
- Navigate to Lines
- Select an Effective Date
- Select a state or province
- Select the pencil next to the policy type of choice
- Select the pencil next to the line item of choice
- Under Rating > Chain Details, select to expand Rate Categories
- Select + Add a Category
- Select ISO Prefill from the Category Type dropdown list
- Select a data element
- Select Done
- Select Save and Exit
The available data elements that can be prefilled are:
- Exterior Wall Construction Type
- Percent Wood Framing
- Exterior Wall Finish
- Foundation Type
- Number of Full Bathrooms
- Number of Half Bathrooms
- Number of Bedrooms
- Number of Stories
- Roof Cover (Type)
- Roof Shape
- Use or Number of Families
- Year Built
Set Defaults for Data Elements
If the system fails to pull prefill data, defaults can be set for ISO Prefill rate categories.
Most data elements:
- After selecting ISO Prefill from the Category Type dropdown list, select a data element
- In the Options table, next to the desired option, select Default
- Select Done
- Select Save and Exit
Year Built:
- After selecting ISO Prefill from the Category Type dropdown list, select Year Built from the Data Element dropdown list
- Enter a default year built in the Default Year Built textbox
- Select Done
- Select Save and Exit
Wood Framing Category:
- In the Category Type dropdown list, select ISO Prefill.
- In the Data Element dropdown list, select Wood Framing Category.
- For the Default Wood Frame Percentage, select either Percent > Value or Percent <= Value.
- Select Done.
- Select Save and Exit.
BriteCore processing
In the Agent Portal, select Get Prefill Data on the Policy tab in the Policy Builder.
Note: Any fields that Prefill Services has data for will be automatically populated.