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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 preparing a high-level overview or a deep-dive assessment, Bulk Select allows users to filter insights by risk level, reorder them, and tailor exactly what the client sees in presentation mode and in their final report. This guide walks 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 users to show or hide insights by risk level, using our intuitive color-coding system:

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

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Apply this selection independently for each coverage type: Home, Auto, and Umbrella.

Pro Tip: After using Bulk Select, fine-tune individual insights using the eye icon.


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Users can also reorder how the insights appear:

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

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Why Use Bulk Select?

Bulk Select allows users 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)

 

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

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

 

1. Upload and Go

Use the default report as generated with the agent letter that automatically includes the questions for red insights. 
  • Select Print on the Policy Analysis Screen to get a PDF of the P&C Insurance Report

  • Then go to the Agent Letter tab and print the agent letter to print the list of questions your clients need to share with their insurance agent to get answers to gaps or considerations on their report. 

  • Use the Insurance Agent Packet to quickly download the agent letter and P&C Insurance Report for the client to share with their Insurance Agent of choice.


  • Generating an Agent Packet will show a confirmation modal with information about the PDF being created.


  • Check on the download and save the zip file on the PDF Jobs page linked in the modal or accessed in Tools & Resources > PDF Jobs



2. Stop-Light Review

Select one insight per color (Red, Yellow, Green) for each category (Home, Auto, Umbrella).
  • Offers a balanced view:
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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.
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4. Manual Customize Mode

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.

  • Start with all insights hidden. Then manually unhide only the insights you want using the eye icon.

     

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Agent Letter Integration

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

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