How to Prefill Quote & Apply

Quote & Apply can be prefilled to reduce duplicate data entry and create a more enjoyable user experience. Here’s how it’s done.

Let’s say we have the Quote & Apply website https://app.back9ins.com/apply/demo and we want to prefill the customer’s data.

First, you need to tell Quote & Apply that you want to prefill. This is done by appending “?prefill” into the URL so it looks like https://app.back9ins.com/apply/demo?prefill. Next, we’re going to show an example of prefilling the customer’s name which is “Wylder Robinson”. BackNine has specified the naming convention to prefill at https://docs.back9ins.com/#pre-filling-quote-apply. By following the naming conventions, we’re going to change the URL to https://app.back9ins.com/apply/demo?prefill&first_name=Wylder&last_name=Robinson. Check out that link now and you’ll see the name is prefilled.

You can get in-depth with prefill by looking at the numerous fields which can be prefilled at https://docs.back9ins.com/#pre-filling-quote-apply. For example, check out this prefill URL:

https://app.back9ins.com/apply/demo?prefill&first_name=Wylder&last_name=Doe&health=2&smoker=Never&birthdate=1960-09-16&gender=Male&death_benefit=500000&height=72&weight=190&[email protected]&phone=8056600915&street_address=188%20Connifer%20Cir&city=Oak%20Park&zip=91377&years_at_address=2&employer=BackNine&occupation=Engineer&occupation_years=1&employer_street_address=310%20N.%20Westlake%20Blvd.,%20Suite%20240&employer_city=Westlake%20Village&employer_state=CA&employer_zip=91362&income=100000&assets=500000&liabilities=250000&ssn=554994700&drivers_license=D5845676&drivers_license_state=CA&birth_state_or_country=CA