How to back up policy data is easier to manage when the cover, limits, exclusions, dates and procedures are recorded separately.
What to verify
Read the actual policy schedule and terms. Check who and what is insured, the territory, start and end dates, sums, sub-limits, deductibles, exclusions and claim duties.
What to record
Save only the minimum information needed for organisation. Do not store passwords, full identity numbers or sensitive scans in this browser tool.
Important
PolisaTo organises information and performs transparent calculations. It does not provide legal, medical or binding insurance advice.
Next step
Compare the saved notes with the original documents and ask the insurer or an authorised adviser to clarify ambiguous provisions.