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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  • 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.

  • dstrack
    dstrack Member

    I noticed you can at least document it in Quicken LifeHub… but that doesn't really give you the right visibility. Especially for Permanent Life Insurance with cash values and or loans against said cash values would be important to track in Quicken Simplifi. Hope they prioritize this feature!

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