ISO Prefill Services setup

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:

  1. Contact ISO and secure a contract
  2. 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

  1. Navigate to Lines
  2. Select an Effective Date
  3. Select a state or province
  4. Select the pencil next to the policy type of choice
  5. Select the pencil next to the line item of choice
  6. Under Rating > Chain Details, select to expand Rate Categories
  7. Select + Add a Category
  8. Select ISO Prefill from the Category Type dropdown list
  9. Select a data element
  10. Select Done
  11. 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:

  1. After selecting ISO Prefill from the Category Type dropdown list, select a data element
  2. In the Options table, next to the desired option, select Default
  3. Select Done
  4. Select Save and Exit

Year Built:

  1. After selecting ISO Prefill from the Category Type dropdown list, select Year Built from the Data Element dropdown list
  2. Enter a default year built in the Default Year Built textbox
  3. Select Done
  4. Select Save and Exit

Wood Framing Category:

  1. In the Category Type dropdown list, select ISO Prefill.
  2. In the Data Element dropdown list, select Wood Framing Category.
  3. For the Default Wood Frame Percentage, select either Percent > Value or Percent <= Value.
  4. Select Done.
  5. 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.