Autofill Beta
Your client answered once. Nobody should type it twice.
Autofill takes the answers your client gave in PolicyStream and enters them into the carrier's own e-application, so you can review and submit instead of retyping 100+ questions.
How it works
Three steps, and you stay in control.
- 1
Client applies
Your client completes the general application and the carrier's questions on their phone or computer.
- 2
Open the e-app
Sign in to the carrier's e-application as usual and choose the client in PolicyStream Autofill.
- 3
Review and submit
Answers are entered page by page. You check every answer, complete anything flagged and submit.
Word for word
Nothing is guessed.
Every carrier form in PolicyStream is mapped to the exact wording of that carrier's e-app. Before Autofill enters an answer, it checks the question on screen still matches. If the carrier has reworded it, Autofill leaves it blank, highlights it for you and lets us know so the form can be updated.
Mapped today
- Canada Protection Plan
- UV Insurance
- iA Financial Group
- RBC Insurance
- More carriers coming soon
What your client answered
Have you used any tobacco or nicotine products in the past 12 months?
What the e-app asks now
Have you used any tobacco, nicotine or cannabis products in the past 12 months?
Left blank for you to answer with the client.
What Autofill does
- Enters answers from the general application and the carrier form
- Works page by page inside the carrier's own e-app
- Skips any question whose wording no longer matches
- Marks sections you chose to ask yourself as "not asked"
- Shows how many answers were filled and what needs you
What it doesn't do
- Submit anything to a carrier for you
- Answer on your client's behalf or change what they said
- Replace your review of the application before you submit it
- Store your carrier logins
Autofill is in beta. Carriers change their e-apps without notice, and no automated tool is perfect. You are responsible for confirming that every answer in the carrier application matches what your client told you before you submit it. See our Terms.
Next carriers
Tell us which carrier you want next.
We map carriers in the order advisors ask for them. Email philip@policystream.ca with the carrier and product.
Try Autofill on your next application.
Start your 14-day free trial. Your first client file takes about ten minutes.
Start free trial