How to Use Bulk Select to Customize Client Insurance Reviews

The Bulk Select feature in Holistiplan’s Risk Management Tool gives advisors the power to create customized, client-specific insurance reviews in just a few clicks.

Whether you're preparing a high-level overview or a deep-dive assessment, Bulk Select allows you to filter insights by risk level, reorder them, and tailor exactly what your client sees in presentation mode and in their final report. This guide walks you through how to use Bulk Select effectively to match each client’s preferences, improve report clarity, and save time during prep.

What Is the Bulk Select Feature?

The Bulk Select tool allows you to show or hide insights by risk level, using our intuitive color-coding system:


🔴 Red – Attention Needed
🟡 Yellow – Moderate Risk
🟢 Green – Looks Good

You can apply this selection independently for each coverage type: Home, Auto, and Umbrella.

You can also reorder how the insights appear:

• Descending: Red → Yellow → Green
• Ascending: Green → Yellow → Red
  
  

Why Use Bulk Select?

Bulk Select allows you to:

• Customize reports to fit each client's preferences
• Streamline the report creation process
• Focus presentations on actionable insights
• Manage expectations in markets with limited options (e.g., home coverage in California)

How to Use It

Once you've uploaded your declaration pages and the system has completed the OCR data extraction, choose from four easy ways to customize your report:

1. Upload and Go
   • Use the default report as generated with the agent letter that automatically includes the questions for red insights. 
   
   
   
   
2. Stop-Light Review
   • Select one insight per color (Red, Yellow, Green) for each category (Home, Auto, Umbrella).
   • Offers a balanced view of:
     
     
     
     
     
3. Single-Color Focus
   • Show insights of just one color, depending on context.
     
     • Example: In California, show only Green for Home (to avoid panic in a limited market), but highlight Red for Auto and Umbrella where action is feasible.
     
     
     
     
     
4. Manual Customize Mode
   • Start with all insights hidden. Then manually unhide only the insights you want using the 👁️ eye icon.

• • Ideal for highly tailored or executive-level presentations where you’d also like to include insight generated based on the lifestyle information you included in the system.
    
    
    
    

Agent Letter Integration

• Red insights are automatically included in the Agent Letter. They prompt important follow-up questions for the client’s insurance professional.
• If you wish to include Yellow or Green insights, you must manually click the Agent Letter icon for each one.
  
  

Best Practices: Which Bulk Select Approach Should You Use?

Choose your approach based on your client’s needs and your presentation goals:

1. Need it Fast & Easy? Use: Upload and Go

   1. Ideal for quick turnarounds or standardized reviews

   2. Automatically includes all insights and the Agent Letter

   3. Great for integrating Personal Risk Reviews into your regular process

2. Want to Highlight One of Each Risk Level? Use: Stop-Light Review

   1. Choose one Red, Yellow, and Green insight per category (Home, Auto, Umbrella)

   2. Offers a balanced and structured way to review issues, caution zones, and areas of confidence

   3. Perfect for holistic presentations or annual reviews

3. Dealing with Market Limitations or Sensitive Topics? Use: Single-Color Focus

   1. Show only Green insights in constrained markets (e.g., California home insurance)

   2. Reduces client anxiety and emphasizes what’s working

   3. Combine with Red insights from more flexible areas (Auto, Umbrella) to maintain momentum

4. Creating a Curated, High-Touch Experience? Use: Manual Customize Mode

   1. Start with a blank slate

   2. Reveal only relevant or actionable insights

   3. Best for premium clients or when tailoring to unique situations

The Bulk Select feature enhances how you deliver personal risk reviews:

Start using Bulk Select today to deliver more meaningful, customized insurance reviews — and save time while doing it.