Add the policies you already have
For Owners and AdminsPolicies lists every policy the company holds. A policy your broker places through Covarage appears there on its own; a policy you already have, you add.
- On Policies, choose Add policy. Only the name is needed.
- Add the policy type, insurer, number, dates, premium, documents and your broker now, or later.
- Choose Add policy.
Rather not type it? Send the files under Or send the files and Covarage adds the policy.
Good to know
- Set the policy type: an employee benefits policy lists the people it covers, and a motor policy its vehicles.
- Each policy has its own page: the days until it renews, its details (Edit policy), who or what it covers, and its documents - the schedule, wording or an endorsement, up to 20 MB in total.
- Each policy reads In force, Expiring soon (60 days or fewer), Expired or No expiry date.
- To claim, call your broker first, or your insurer if you bought direct.
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