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.
   
   
    

   To download a policy summary report: 
    

   1. Navigate to 'Financial' > 'Insurance' from the menu on the left of your portal. 
      
      
       
   2. Within the Insurance area, click 'Go to insurance overview'.
      
      
       
   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.