Screenshot to be added
insurance-list.png — The Insurance list (“Insurance” title, ”+” button) with a couple of policies, and the empty state showing “No policies yet” with the “Home Insurance”, “Life Insurance”, “Car Insurance” suggestions.
Open your policies
From the Home tab, tap the “Insurance” card. If you haven’t added anything, you’ll see “No policies yet” with “Add your first policy” and suggestions for “Home Insurance”, “Life Insurance”, and “Car Insurance”. Tap the + to add one.Add a policy
You can let eeva fill in the details from your policy document, or type them in yourself.1
Start a new policy
Tap + to open “Add Insurance Policy”.
2
Upload the document (optional)
Upload the policy document first and eeva fills in the details for you — “Upload policy document and we’ll fill in the details for you” (JPG, PNG or PDF). eeva reads the document and pre-fills what it can; anything it isn’t fully sure about is flagged “Please review” so you can check it before saving. You can skip this and type everything in instead.
3
Fill in the details
Enter the required “Carrier”, “Coverage type” (Home, Life, Car, Health, Other, or type your own), and “Policy number”. Add the “Start date”, “Renewal date”, and “Premium” with “Monthly” or “Yearly” billing.
4
Save
Tap “Save policy”.
The details eeva tracks depend on the policy type. A home policy can hold the property address and coverage amount, a life policy can hold beneficiaries, an auto policy can hold the vehicle, and a health policy can hold a member ID. Everything beyond the basics is optional.