Policy Editor

Access the Policy Editor by selecting Insurance Policies in the Inventory Explorer, then double-clicking on a policy in the Browse View (you may also access the editor by selecting the Edit... button in the Details View or by right-clicking on the policy and selecting Edit... from the menu that appears).

The Policy Editor is separated into two parts: Details and Media. Use the tabs at the top of the details portion of the window to navigate between the Details, Amounts, Blanket, and Itemized sections.

You can open the details of a specific tab by double-clicking on it. For example, double-click on Amounts to open the Amounts tab in the Policy Editor.

Attach various forms of media on the right. Photograph or scan the pertinent pages from your most recent insurance policy.

Navigate from one image to the next using the left and right arrows. For more information, see Attaching Media.

Make sure to enter all information as it appears on your policy document.

Details

Policy Name

Give your policy a meaningful name (e.g. Auto, My Home, Family Health).

Policy Number

Enter the policy number as noted on your document.

Policy Type

Define the type of insurance policy you hold (e.g. Homeowner, Renter, Automobile).

Policy Date

Enter the date the policy was issued. You may enter the date by either typing it out or by using the calendar popup.

Renewal Date

Note the date your policy should be renewed. You may enter the date by either typing it out or by using the calendar popup.

Insurance Company

Enter the name of the company that issued your policy.

Broker/Agent

Enter the name of the broker or agent who sold you your policy.

Notes

Enter any additional notes pertaining to your policy.

Amounts

Deductible

Enter the specified deductible that appears on your policy.

Total Premium

Note the total of all premiums you pay for your policy.

Total Coverage

Enter the value of the entire policy.

Contents Deductible

Enter the deductible you will pay on a claim made on your home contents.

Contents Premium

Enter the premium you pay to insure the contents of your home.

Contents Coverage

Enter the insured amount for contents of your home.

Additional Coverage

Enter any additional coverage you may have added to your policy above the standard coverage (e.g. earthquake coverage).

Additional Premium

Note the premium paid for Additional Coverage.

Total Blanket Coverage

Enter the sum total coverage of all blankets attached to your policy.

Total Blanket Premium

Enter the sum total premium you pay for all blankets attached to your policy.

Total Itemized Coverage

Enter the total of the itemized coverage for all the objects specified as itemized in your policy.

Total Itemized Premium

Enter the sum total premium you pay for all itemized objects attached to your policy, as this total appears on your policy.

Blanket

Blanket Type

Give the blanket a descriptive name (e.g. Silver Blanket) to describe the objects covered.

Blanket Coverage

Enter the amount of coverage the blanket provides, as it appears on your policy.

Premium

Enter the premium you pay for the blanket coverage, as it appears on your policy.

Max Coverage/Item

Enter the maximum the insurance company will pay out for any one item covered by the blanket.

Deductible

Enter the deductible you will pay on a claim made against this blanket.

Notes

Enter any additional information pertaining to this blanket.

How do I manage multiple blankets?

Choose the Blanket tab in the Policy Editor. Click the New button to create a new blanket. For each Blanket, fill in the fields as the details appear on your policy, and give the Blanket an appropriate name like “Silver Blanket”. You can review the other Blankets on your policy by using the arrow buttons.

Click to scroll

Itemized

Choose the Itemized tab in the Policy Editor.

Create an itemized list of your objects as it appears on your policy by clicking on the Add Object button. Scroll through the All Objects window to locate the object you wish to itemize.

Note that you may select multiple objects at a time by using the CTRL and/or SHIFT keys. After you have made your selection, click on the OK button. You have now added objects to your itemized list. Remove items by selecting them and clicking on the Remove Object button.