The intended audience for this article is Agents.
Autofill helps you move faster by reusing existing data across forms. If a field mapping exists between Wunderite data and a corresponding form question, the answer will populate automatically. The more complete your Risk Profile is, the more data Wunderite can autofill for you on forms.
Where Autofill pulls data from
Autofill can pull from multiple data sources. Which sources are used depends on your team’s autofill settings. Autofill can pull from the following data sources:
Current date
Risk Profile (Account)
Account overview
Primary agent collaborator
Risk data contact emails and phones
Risk Data schedules, such as vehicles, drivers, and locations
Third-party data such as VIN and Property lookups
Class Codes (e.g. Workers Compensation)
Your Wunderite and agency account
Name, phone number, title, NPN, and similar details
Other completed forms
Data reused through cross-form mapping within the same Risk Profile
Fields that don't map to any forms
Some data that lives outside of Risk Profiles don’t always autofill because the system can’t reliably tell which person (agent, primary agent, current user, etc.) the form expects. As a workaround, enter the data on any form and it will autofill to related fields on other forms.
Account > Licenses & National Producer Number (NPN)
Policy data (if Policies feature is turned on for your agency)
Submission names and dates
Collaborators don't autofill, but Contacts do
For a full list of all Wunderite mapped and unmapped fields, check out our mapping table. We continuously improve our autofill and cross-form mapping data set.
Conflicts and refresh behavior
Autofill behavior depends on where the form is added from.
First-time autofill
During first-time autofill, Wunderite doesn't overwrite any existing form answers, including responses from Form Templates. It only adds missing information to the form.
If there’s no conflict, existing data stays in place. We don’t delete non-conflicting answers, and we don’t clear checkboxes that were previously selected.
Regular forms
For forms added from the Forms Library or within a Risk Profile, both first-time autofill and Refresh Autofill follow your team or segment autofill settings.
The selected primary source determines which data is used first, and fallback behavior determines whether other sources are used when data is missing. When using All available data, Wunderite uses the most recently updated values.
ACORDs from Risk Data
When an ACORD is added from a Risk Data page, Risk Data is always used as the primary source for both first-time autofill and Refresh Autofill. When multiple values exist, Risk Data is prioritized. If no data exists in Risk Data, other form data is used as a fallback source.
When refreshing autofill, Risk Data schedule values replace existing values on the form when conflicts exist. If there’s no conflict, existing data stays in place. We don’t delete non-conflicting answers, and we don’t clear checkboxes that were previously selected.
ACORDs added from the Forms Library
When an ACORD is added from the Forms Library or anywhere outside of Risk Data, it behaves like a regular form and follows your autofill settings.
Autofill coverage indicators in the forms library
When you add forms from the Forms Library, you’ll now see autofill coverage indicators. These indicators help you understand how well a form supports autofill before you add it to a Risk Profile. This helps you choose forms that work best with autofill and makes it easier to diagnose autofill issues with support.
Minimum autofill answers
The minimum number of answers that can be autofilled when viewing forms from a Risk Profile.Mapping coverage level
How much of the form Wunderite has mapped. Shown as high, medium, or low.Last mapped date
When the form was most recently mapped.
If you have questions about a specific form, include these indicators when you reach out. It helps us troubleshoot faster and keep mappings up to date.
Not seeing as much autofill as you expected?
Start by watching the video below. It covers common ways to increase autofill coverage and explains how data flows between Risk Profiles and forms. You can also review our guide on why some questions can't be reliably mapped.
If you still are not seeing strong results after watching the video, reach out to our team with:
The Risk Profile name
The form name
We will review the form’s mappings and update them if needed.
Our goal is to help you enter data once and reuse it everywhere it makes sense.
For information on autofill settings, check our related article.