video1.0<iframe src="https://www.loom.com/embed/a9391f55585d43f98a9fcf8d142117d2" frameborder="0" width="1670" height="1252" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12521670Loomhttps://www.loom.com12521670https://cdn.loom.com/sessions/thumbnails/a9391f55585d43f98a9fcf8d142117d2-cf6c000f4c48ff59.gif803.962This Loom explains how to extract policy data in PolicyStack to load a whole life policy and build its history. It shows adding a policy via Builder Pro AI by uploading specification or declaration pages (about the first 30 pages), then validating extracted fields like insurer New York Life, issue state Tennessee, date issue, anniversary May 4, and coverage and premium details. Next it walks through importing annual statements to extract death benefit, loan balance, cash value, and dividend history, noting it can calculate net cash value as total minus loan balance. Finally, it demonstrates adding the current loan balance and cash value (baseline) by setting the loan interest rate (example 5.25) and recommends updating monthly snapshots using carrier portal screenshots.