Once you have recorded your Insurance policies within the portal, you can create To-dos for reminders of policy due dates or other important Insurance related tasks.
To add a To-do to an Insurance item:
Navigate to Protection>Insurance>Locate your Insurance policy.
Click the 'To-dos' tab.
From the To-dos there are two ways you can add a To-do:
Option 1- Create a rapid To-do straight from the To-do name.
Option 2- Click 'Add to-do' and create the task from the pop-up window.
To-dos created within an Insurance item are saved within the Insurance item itself, and are also visible within the 'To-dos' section of your portal.
You can edit and manage your To-dos at any time.