Understanding Prefill Icons and Reference Values
Written By David Watson
Last updated 3 days ago
Every time a data prefill integration populates a field in a RiskProfile, RiskAdvisor marks that field visually so agents always know where the value came from — and can see the original value even after changing it.
What prefill indicators are
When an integration like Canopy Connect, Estated, Fenris, MeasureOne, or QuoteForms fills in a field, two visual elements can appear:
A prefill icon — a small, source-branded logo inside the input, visible while the field still holds the original prefilled value
A reference pill — a small colored badge that appears outside the input when an agent edits a prefilled field, preserving the original value for comparison
These are not notifications. They're passive, always-on indicators that live directly in the form and require no action from the agent.
The prefill icon
When a field has been prefilled and hasn't been edited yet, a small logo appears on the right side of the input box. The logo is source-specific:
Hovering over the icon shows a tooltip identifying the source, such as:
"Prefilled from Canopy Connect"
"Prefilled from Property Data Prefill"
"Prefilled from MeasureOne"
"Prefilled from QuoteForm"
Reference fields (the reference pill)
When an agent edits a field that was previously prefilled, the original value doesn't disappear — it's preserved as a reference value and displayed as a small colored pill badge to the right of the input.
The reference pill shows:
The original prefilled value, formatted for readability
A mini version of the source logo
A background color matched to the source
Hovering over the pill shows a tooltip: "Reference data from [Source]."
This gives the agent a live comparison between what was originally prefilled and what they've entered, without losing the original. Reference pills are especially useful when reconciling differences between what a customer reported (via QuoteForms or MeasureOne) and what a third-party data source returned (Estated, Fenris, or Canopy Connect). If the values disagree, you can see both at a glance and decide which to use.
Visual states at a glance
Which integrations use this system
All six RiskAdvisor prefill sources participate in the same icon and reference value system:
Estated Property Data — fires automatically when a US property address is entered; uses the generic data-enrichment icon
Fenris Auto Data — fires automatically after name, DOB, and address are entered; uses the generic data-enrichment icon
Fenris DL Lookup — a follow-on to the auto pull; same icon as auto data
Canopy Connect — triggered manually by the agent searching and selecting a policy; uses the Canopy logo icon
MeasureOne — triggered by the customer completing an authorization via Policy Link; uses the MeasureOne logo icon
QuoteForms — triggered when an agent converts a QuoteForm submission into a RiskProfile; uses the person/user icon
The icons and pills behave the same way regardless of which source populated the field. The only difference is the logo and color used in the badge.
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