Insurance Tab

The Insurance tab is where you store and manage all information related to the insurance policy covering the loss. This includes policy numbers, effective dates, coverage limits, and company details.

Policy Details

This section contains all the specifics of the insurance policy:

• Policy Number & Type: The unique policy identifier and its type (e.g., HO3).
• Policy Start & Expiration Date: The effective dates of the policy.
• Policy Form & Total Amount of Policy: The specific form used and the total policy value.
• Coverage Limits: Detailed fields for various coverage types, such as:
  • Dwelling Coverage (A)
  • Other Structures (B)
  • Personal Property/Contents (C)
  • Loss of Use/Rent or ALE (D)
  • Ordinance and Law
  • Debris Removal
  • Mold/Fungi Limit
  • Deductible

Company Information

This area links the claim to the relevant companies in your database:

• Insurance Company: The carrier providing the coverage.
• Agent: The insurance agent associated with the policy.
• Mortgage Company: The mortgage lender, if applicable.

AI Policy Upload (Enterprise Tier)

Save time on manual data entry with the AI-powered policy uploader.

1. Click the AI Upload button.
2. Upload a PDF of the insurance policy document. The system will automatically read the document and populate the relevant fields on this tab, such as policy numbers, dates, and coverage amounts.