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 Tasks for reminders of policy due dates.
You can create a Insurance Overview report from the Insurance area for a consolidated report of all of your recorded Insurance information.
To create an Insurance Overview report:
- Navigate to 'Financial'>'Insurance' from the menu on the left of your portal.
- Within the Insurance area, click 'Go to Insurance overview'
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A summary of your policies and their covers is shown. The summary will show both the policies and the cover within each policy.
To download this as a PDF report, click 'Download report'. A PDF copy will download to your device.