View policy details

You can view your policy details in the Details tab of the Policy screen.

Dwelling Property

If you have a property, scroll to the Dwelling Property card. Your access to policy details depends on how many policies you have:

  • If you have less than 5 policies, the policies display as active links on the dashboard. Select a policy to display the policy details on the Policies screen.
  • If there are five or more policies, select the number of policies link to display the Policies screen.

On the Details tab, scroll to view policy details. Policy details include:

  • Type of policy
  • Policy number
  • Policy date range: Effective and expiration dates
  • The named insured(s) on the property
  • Location/property photo

From the Details tab you can:

  1. View your contact information.
  2. File a claim.

Auto Policies

For Auto Policies, you can view the following details:

  • Vehicles grouped by type: Personal autos, motor homes, golf carts, etc.
  • Vehicle year, make, model, and VIN (where applicable)
  • Vehicle garaging address
  • Driver(s) on the policy with an indicator on the primary driver on the vehicle

Driver Detail will display for each driver on the policy:

  • Driver name
  • Drivers Licence #

Auto Insurance Card screen:

The Auto Insurance Card screen displays when you select the Auto ID Card link. It displays the following:

  • Carrier name
  • Select the > arrow to display the carrier address and phone number
  • Primary insured name
  • Policy number
  • Effective and expiration dates
  • Year/make/model
  • VIN
  • Agency contact information
  • Agency name
  • Address
  • Phone number
  • Ability to scroll through the screen to other ID cards < >