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Insurance Agent Packet

The Insurance Agent Packet lets advisors quickly generate two client-ready documents: a summary of the client's current P&C coverage and a letter listing questions for the client to bring to their insurance agent. Clients can share this packet with their insurance professional of choice to get answers and make informed decisions about coverage adjustments.

How to Generate the Packet

  1. From the client's household, open their P&C Report and go to the Policy Analysis tab.
  2. Under Step 2: Hand Off to a P&C Professional, click Insurance Agent Packet.

In the Insurance Agent Packet modal, select which deliverables to include:

  • Declaration Analysis – a summary of the client's current coverage details
  • Agent Letter – a letter with questions for the client to ask their insurance agent
  1. Click Generate.


Downloading the Packet

Once generated, a confirmation message appears with the print job ID and a link to check its status. Click here to go to the PDF Jobs page, where the job will show a status of success once it's ready.




Click View next to the job to download a zip file to your computer. The zip file contains two PDFs:

  • Agent_Letter – the letter with questions for the insurance agent
  • Insurance_Review – the declaration analysis summary