Functionality to track Insurance Policies

Skyfox675
Skyfox675 Member ✭✭✭
edited July 2022 in Feature Requests
Functionality to track Insurance Policies (Auto, Motorcycle, Personal Umbrella, Homeowners, Landlord, Life Insurance Term/Whole, Identity Theft) with their rates, renewals, policy holder, coverages, insured household members, policy number, and insurance provider and their contact info.

I think this would be very beneficial  to giving a whole financial picture. If possible provide linking to assets protected by each insurance policy. Such as vehicle A is linked to Geico Auto Insurance policy x123.

Thanks!

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Comments

  • usercat
    usercat Member ✭

    Agree, this would be really great

  • FinTechMan
    FinTechMan Member ✭✭✭

    +1 I am kind of forced to use other software to really make sure i can see my entire financial picture. Would be nice to do it here considering i have a reoccurring bill already set up in Simplifi for the charge every year.

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