Records

Insurance records, with the person and number on each policy

Life, home, auto, and umbrella policies, each with the person named and the carrier number.

Household records on a desk
Overview
<p>Insurance records are the policies a household already owns: life, home, auto, umbrella. Each file should carry the person named on it and the number printed by the carrier.</p><p>Upload a PDF, a phone photo of a declarations page, or a renewal invoice. You do not fill a form first.</p><h3>What the vault extracts for you to approve</h3><ul><li>Policy number</li><li>Coverage amounts as printed</li><li>Renewal or lapse dates</li><li>The phone number on the page</li></ul><p>A flag means a date is close or a page looks incomplete. That is not a recommendation to buy, drop, or replace coverage.</p><p>Rixons stores and flags. It never drafts a policy and it never tells you what to buy.</p>
What you will need

What the vault stores on each policy

<p>Each policy file should include the person named on it and the number the carrier printed.</p><ul><li>Declarations page or policy PDF</li><li>Renewal invoice if you have one</li><li>The phone number on the page</li></ul><p>A missing page is a flag. It is not advice to buy or drop coverage.</p>
<p>Upload what you already have. You do not fill a form first.</p><p>The vault reads the page, shows you what it pulled, and waits for you to approve it.</p>
How we handle it

From first upload to a file you can find

Step - 01

Upload what you have
A PDF, a photo, or a scan. No form first.
Your files
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Step - 02

Approve what it read
Numbers and dates shown before they are used.
You approve
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Step - 03

Ask in plain language
Every answer names the file and the page.
Your questions
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Step - 04

Flag what looks incomplete
Dates, blank lines, missing pages. You set who can open it.
Your rules