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:
- From the dashboard, navigate to Protection> Insurance
- To access the detailed policy summary, click 'Policy summary'.
- A summary of your policies and their covers is shown. To download this as a PDF report, click 'Download report'.
- A PDF copy of your Policy summary will download.
Once downloaded, you can open the report from the link at the bottom of your web browser.
5. The Insurance summary will show both the policies and the cover within each policy.