Insurance
Track insurance policies and spot under-insurance (insured value below replacement value) and upcoming renewals.
Steps
1. Review policies & gaps
The table compares insured versus replacement value and badges under-insured policies. KPIs total insured value, premium spend and policies expiring within 60 days.
2. Add, edit or delete a policy
Click Add policy (name, insurer, insured & replacement value, premium, end date). Hover a row to edit/delete, or bulk-delete several at once. Expiring policies also appear on the Renewals calendar.