URL Prefill Instructions

We are able to prefill many fields in the funnel through adding parameters to URL's, shortening the process of making a quote for prospective customers. Previously, links to prospective customers followed this format:

https://[tenant].prod.authenticinsurance.com/apply[utm parameters]

A link that we could send prospective customers if we know some basic information about them can now appear like this:

https://[tenant].prod.authenticinsurance.com/apply?NAME=Joe+Smith&BUSINESS_LEGAL_NAME=Joe's+Gym&state_code=OH[utm parameters]

The first prefill url parameter is of the format ?[field]=[value], and goes after the link to our portal. If there is an endpoint, the first prefill url parameter would go after this as well. In the example above, the first parameter "?NAME=Joe+Smith" goes after the link to our portal and the /apply endpoint.

The following prefill url parameters all follow the format &[field]=[value]. In the example above, the following ones are "&BUSINESS_LEGAL_NAME=Joe's+Gym" and "&state_code=OH". These all go before any utm parameters.

For all values, instead of using the space key, please instead use a plus sign "+". Example: &BUSINESS_LEGAL_NAME=Joe's+Gym would populate in the application as Joe's Gym.

Fields for Prefilling

Field	Type	Example Value	Example Parameter	Description
NAME	string	Larry Smith	NAME=Larry+Smith	Small Business contact's full legal name
email	string	[e-mail]	email=[e-mail]	Small Business contact's email
BUSINESS_LEGAL_NAME	string	Test Business, LLC.	BUSINESS_LEGAL_NAME=Test+Business,+LLC.	Business legal name
class_code	string	47015	class_code=47015	Business class code to describe SMB's operations. See full list of SMB class codes here
state_code	string	Ohio	state_code=OH	State(s) where business conducts operations or has stores
MAILING_ADDRESS	string	123 William St, Dayton, OH 45404, US	MAILING_ADDRESS=123+William+St,+New+York,+NY+10038,+USA	Mailing address for SMB; can be separate from place of operation
PHONE	string	7161112222	PHONE=7161112222	Phone number of contact at SMB
FRANCHISE_SELECTED	Yes / No	Not a franchise	FRANCHISE_SELECTED=No	Is SMB a franchise
NUM_EMPLOYEES	number	5	NUM_EMPLOYEES=5	Total number of employees including owners
YRS_IN_BUSINESS	1, 2, 3, 4-6, 7-9, 10-14, 15+	5	YRS_IN_BUSINESS=4-6	Number of years the SMB has been in business