Insurance Agent Letter

Use the Insurance Agent Letter to communicate questions and action items for your clients' insurance policies after conducting an Insurance Review!

Holistiplan's Insurance Review allows users to summarize their clients' auto, home and umbrella insurance policies in a single document, including premium and coverage information and insights related to that coverage. To turn that summary into action, users can create an Insurance Agent Letter that clients can bring to their insurance agents to discuss the most important questions stemming from the review. 

To access the Agent Letter, click the "Agent Letter" link underneath the household name shown outlined in blue below in the upper left-hand corner of the P&C Insurance Review screen.

To toggle back to the Insurance Review Report, click the "Report" link in that same area. By default, the Agent Letter will be populated with a handful of starter questions. To add new questions to the Agent Letter, navigate to the Insurance Review Report, and click on the letter icon associated with that note or insight, as shown below.

The letter icon for items that you have selected to be pushed to the Agent Letter will light up in teal (as circled in blue above). If the letter icon for a note or insight is gray (as circled above in red), that item will not be pushed to the Agent Letter.

Within the Agent Letter screen, you can reorder questions by clicking on the stacked lines icon outlined in blue below and dragging and dropping the question wherever you'd like. If your firm allows editing of observations, you can rephrase the question by clicking on the pencil icon outlined in green below. You can also choose to remove a question entirely from the Agent Letter by clicking the "X" icon outlined below in red associated with that question

Finally, should you wish to add your own questions or messages that you would like your client to ask their insurance agent, use the Add Message field at bottom of the respective sections of the letter:

To share a cleaner view of the letter on screen, click the "Presentation Mode" link in the upper right hand corner of the Agent Letter screen. Alternatively, you can print a hard copy or save as a PDF file by clicking the "Print" link.