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:

Source

Icon appearance

Canopy Connect

PolicyLink/MeasureOne

Estated (Property Data)

Fenris (Auto + DL Data)

QuoteForms

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

State

What the agent sees

Field prefilled, untouched

Source icon inside the input; tooltip reads "Prefilled from [Source]"

Field prefilled, then edited

Icon disappears; colored reference pill appears outside the input with the original value; tooltip reads "Reference data from [Source]"

Field was never prefilled

No icon, no pill — standard input

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.

Related articles

  • How do data pulls work for my RiskAdvisor account?

  • Canopy Connect Integration

  • Centralized Credits for Data Pulls