How do I create an Insurance Summary?

The Insurance area within the protection section of your portal is a great way to keep track of all your policies, digital copies of your policies and creating To-dos for reminders of policy due dates. 

You can create a Policy summary report from the Insurance area for a consolidated report of all of your recorded Insurance information.

To download a policy summary report: 

1. From the dashboard, navigate to Protection> Insurance
   
   
   
2. To access the detailed policy summary, click 'Policy summary'.
   
   
   
3. A summary of your policies and their covers is shown.
   To download this as a PDF report, click 'Download report'. A PDF copy will download to your device. download.
   
   
   
   
4. The Insurance summary will show both the policies and the cover within each policy.