Protection

Insurance

• How do I create an Insurance Summary?
• What insurance types are available under each policy type?
• How do I add an insurance policy and its cover details to my portal?
• How do I edit my insurance policy or cover ?
• How do I attach a document to an Insurance item?
• How do I add a To-do to an Insurance item?

Wills

• How do I upload my Will?
• What is the Will Wizard and how does it work?