ComingCover, on the record.
Insurance records, renewal dates and premium totals for your clients. This product is still being built.
Still being built
We will show real screens here when there are real screens to show. What follows is the planned scope.
- Policy recordsAs supplied by the client.
- Renewal datesKept in view.
- Premium totalsBy currency and period.
No renewal should arrive as a surprise.
A client's policies sit in one register, each with its period, its premium and the person who will pick up the phone before it renews.
- Policy startsRecord made from the documents
- TodayPremium and period on file
- Before renewalThe named reviewer is reminded
- Renewal dateClient speaks to their adviser
oh my insurance is still being built.
Join the waitlist and choose insurance; we will write when access opens.
Four steps. Planned, from documents to renewal.
Identify the client
And gather the original policy documents.
Check the dates
Policy period and renewal date, against the documents.
Confirm the premium
Currency, period and basis.
Name the reviewer
Who contacts the insurer or adviser at renewal.
The policy document is the reference.
- A summary organisesThe insurer's policy sets out the contract.
- Renewal dates are recordsNot an automated renewal service.
- Premiums are as statedThey do not say whether cover is adequate.
What insurance does not do, and what is next.
Know the limits
- This product is still being built.
- Coverage advice stays with an insurance professional.
Coming
- Product screens
- Public access
Better with the others.
Connections between products are being built. These are the ones planned for insurance.
Product coming
We will publish the price before access opens. Joining the waitlist costs nothing.
Asked before signing up
When will it be ready?
It is still being built. Join the waitlist and choose insurance to hear first.
Does it give coverage advice?
No. It keeps records. Advice stays with the appropriate insurance professional.
Can I use oh my insurance on its own?
Yes. Each product works alone and has its own price.
Where is my data stored?
In Canada, in Montréal.
How do I get access?
We are preparing for launch. Join the waitlist, choose insurance, and we will write when access opens.
