Insurance

About Insurance

Clients can easily manage their entire policy portfolio including umbrella, life, home, property, and health insurance in one place. It's a convenient way to keep track of everything and make sure their household is fully protected.

To add insurance information, click on any of the pre-populated tiles or add a new one. Follow the steps to add the insurance information. As information is added, the insurance company logo, URL, and phone number will automatically populate for each tile.

As clients add content to the insurance category, the auto and homeowner insurance tiles will automatically sync with the auto and home tiles in the Property Category. This allows clients to get a complete view of their household in both categories.