Insurance & Coverage

Policies, claims and the gaps between them

Insurance records live where they belong — against the person, property, vehicle or company they cover — and roll up into a single coverage picture with premiums, expiries and claims.

The Coverage Gap view compares what the family owns against what is insured, flagging uninsured assets and lapsed policies by owner and asset type, so exposure decisions are deliberate rather than accidental.

Coverage-gap analysis across owners and asset types
Sample data — Coverage-gap analysis across owners and asset types

Capabilities

  • All policies, one view

    Personal, property, vehicle and company policies consolidated.

  • Claims tracking

    Claims recorded against their policies and assets.

  • Expiry alerts

    Renewals surfaced before coverage lapses.

  • Coverage-gap analysis

    Uninsured and underinsured assets flagged by owner and type.

Record Types

Personal insurance policyProperty insurance policyVehicle insurance policyCompany insurance policyInsurance claimEntity insurance claim

Explore more capabilities

Tasks, Alerts & Approvals

Tasks with owners and due dates, reusable templates, an approvals chain and a rule-driven alerts engine watching every expiry and deadline.

Document Vault & Data Rooms

A categorized, org-isolated document vault with OCR-assisted capture — plus scoped data rooms for time-limited, audited external sharing.

Readiness & Reporting

A 147-item readiness framework scored across 12 pillars, a document checklist, gap register and exportable reports.