Check out these Sample P&C Documents for upload!
Whether you're a Premium+ Subscriber or simply taking Holistiplan's NEW P&C tool for a trial spin, we want to provide sample P&C documents, including a home, auto, and umbrella policy. We suggest creating a demo household, such as that for Peter & Paula Professor (from our Holistiplan Academy), and uploading these documents to their demo household account; however, you may choose any household you want.
Please note, this is an opportunity to experience the real look & feel of uploading P&C documents through the software. On that note, you can expect the following to happen upon uploading the sample documents (or others for that matter):
- All P&C uploads currently undergo a manual review process by our OCR Support team. You will receive communication by email from them throughout the process letting you know the status of the documents uploaded.
- As part of the review process, there may be times where you will need to enter information manually for the review to be fully processed, especially when certain information isn't included on the insurance documents uploaded. If this happens, you'll see red icons appear within the software itself, as well as receive email communication from us. See below:
We hope this can be helpful start to you and using the P&C feature of Holistiplan. If you have any questions, please do not hesitate to reach out to our Support team. Simply click on "Contact Support" in the upper right-hand side of your screen or email them directly at "support@holistiplan.com"