---
title: Prizm Insurance Integration
description: The Prizm Insurance integration is an optional Holistiplan feature that allows financial advisors to seamlessly connect clients with a nationwide insurance broker for quotes for new or improved auto/home/umbrella liability insurance coverage or answers to questions about current coverage
---

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# Prizm Insurance Integration

## The Prizm Insurance integration is an optional Holistiplan feature that allows financial advisors to seamlessly connect clients with a nationwide insurance broker for quotes for new or improved auto/home/umbrella liability insurance coverage or answers to questions about current coverage

Prizm can answer agent-letter questions, discuss review findings, and obtain market options on the client’s behalf.

#### **Who is Prizm**

- Prizm is a **digital-first brokerage** built to support successful households with their insurance needs.<https://www.prizminsurance.io/?utm_source=chatgpt.com>
- Prizm’s approach blends **automation and human broker expertise**, so while the process is streamlined and technology-driven, clients still have access to real advisors throughout the process.
- The company maintains **strong carrier relationships**, giving clients access to insurance options that may not be available through mainstream carriers.
- Security and compliance are built in: Prizm is **SOC 2 compliant**, which helps ensure that sensitive client data is handled securely and privately.
- Their model is scaled to support firms of any size,  whether you're working with a handful of clients or hundreds.

Prizm is designed to plug into an advisor’s existing workflow, extend coverage options for clients, and deliver a seamless, secure, and professional experience. This integration comes included as part of the Property & Casualty subscription!

<iframe title="vimeo-player" src="https://player.vimeo.com/video/1225720481?h=791d62ef60" width="640" height="360" frameborder="0" referrerpolicy="strict-origin-when-cross-origin" allow="autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share" allowfullscreen style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border-width: medium; border-style: none; border-color: currentcolor; border-image: none;"></iframe>

#### **How to Enable the Integration**

The “Get quote from Prizm” box will appear in all reviews and remain disabled until a firm admin turns it on. 

![](https://help.holistiplan.com/hs-fs/hubfs/undefined-Jan-27-2026-04-42-41-5472-PM.png?width=619&height=170&name=undefined-Jan-27-2026-04-42-41-5472-PM.png)

 

Firm admins can enable the Prizm integration by navigating to **Settings \> Feature and Tools \> P&C Insurance**and sliding the appropriate "*Prizm Insurance Quote Request*” toggle on:  

![](https://help.holistiplan.com/hs-fs/hubfs/undefined-Jan-27-2026-04-43-09-0518-PM.png?width=670&height=41&name=undefined-Jan-27-2026-04-43-09-0518-PM.png) 

Once the integration is active, you will see the **Prizm Referral** button inside each insurance review.

#### **Submitting a Prizm Referral**

To start a referral, open any insurance review.

Click the **Get Quote From Prizm** button.

![](https://help.holistiplan.com/hs-fs/hubfs/undefined-Jan-27-2026-04-43-40-3710-PM.png?width=355&height=210&name=undefined-Jan-27-2026-04-43-40-3710-PM.png)

### **![](https://help.holistiplan.com/hs-fs/hubfs/undefined-Jan-27-2026-04-44-37-9744-PM.png?width=444&height=638&name=undefined-Jan-27-2026-04-44-37-9744-PM.png)**

### **Required Client Details **

- Client first and last name
- Client email address

**Optional:** Client phone number and a custom message for the Prizm team.

**Advisor Details** are automatically populated based on the assigned advisor in Holistiplan. You may edit this if a different individual should be contacted.

### **Advisor-First Option (Optional)**

If you prefer Prizm to contact you **before** speaking with the client:

1. Check: **“Contact advisor before reaching out to client.”![](https://help.holistiplan.com/hs-fs/hubfs/undefined-Jan-27-2026-04-45-04-9524-PM.png?width=401&height=54&name=undefined-Jan-27-2026-04-45-04-9524-PM.png)**
2. Verify or update the advisor contact information.

If this option is **not** selected, Prizm will contact the client directly within a few minutes after the referral is received. 

Once the “I Acknowledge” box is checked, the Request Quote button will be available to send to Prizm.

![](https://help.holistiplan.com/hs-fs/hubfs/undefined-Jan-27-2026-04-45-33-7901-PM.png?width=670&height=122&name=undefined-Jan-27-2026-04-45-33-7901-PM.png)

After clicking the "Request Quote" button, you will see a Confirmation Modal, indicating that the client's uploaded declaration pages and Insurance Agent Letter have successfully been sent to Prizm. 

![](https://help.holistiplan.com/hs-fs/hubfs/undefined-Jan-27-2026-04-45-51-0441-PM.png?width=543&height=238&name=undefined-Jan-27-2026-04-45-51-0441-PM.png)

 

### **User Testimony:**

 "*Using Holistiplan’s platform for P&C insurance reviews with Prizm has been a clear value-add for our high-net-worth clients. In one case, the review uncovered significant gaps in risk coverage, and Prizm helped place the business with a stronger carrier solution. In another, Prizm confirmed the client’s current rates were already competitive but identified that the replacement cost on a beach home was materially underinsured. The client updated coverage with the existing carrier and was extremely appreciative. What stood out most was the unbiased nature of the review — it created value whether or not the client ultimately changed carriers."* 

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