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.