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Client Risk Profile

CRP Autofill

Drop the customer's declarations page to pre-fill the profile, then complete the required items with the customer.

Auto-save on
0 / 65 fields filled56 required items outstanding
  • Auto-populated from dec page — verified against the declarations page
  • Required — must be completed before submission
  • Optional — no status marker

Applicant & Household Contact Information

0/18 filled10 required
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Current / Mailing Address
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Prior & Existing Auto Coverage

0/19 filled19 required
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Vehicle Information

Up to four vehicles. Year / make / model, VIN and ownership usually come from the dec page; usage, mileage and anti-theft need the customer.

0/9 filled9 required
1 of 4 vehicles
  1. Vehicle 1
    Required, not yet completed
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Garaging

0/1 filled1 required
Required, not yet completed

Household Driver Information

Every licensed household member, up to six drivers.

0/9 filled9 required
1 of 6 drivers
  1. Driver 1
    Required, not yet completed
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Accidents & Violations History (Past 5 Years)

Dec pages do not list incidents; confirm every entry with the customer or an MVR. Every field of a reported incident is required.

0 of 8 incidents

No incidents recorded. Use “Add incident” if the customer reports any.

Policy Credits & Member Affiliations

0/9 filled8 required
Required, not yet completed
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Drafts auto-save to this browser one second after every change and again when the tab closes. Personal data (SSNs, license numbers) never leaves the device except in the PDF you export or the lead you push to Agency Zoom (SSNs are masked there).