What to do if you lose an insurance policy

Insurance records

It's a lot of work keeping track of insurance policies without the aid of Record Tree®. You have health, life, home, auto, disability. What if you misplace one?

Don't panic. You can probably still make a claim, but it's a pain to reconstruct the details. If you record the minimum policy identifiers in Record Tree®, you will always have the essential details at your fingertips, no matter where the policy is.

 

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Insurance Records – Lost policy – Record Tree®

Keeping Insurance Records

Antique Autos to Watercraft, Record Tree® stores attributes for 23 different types of insurance, on your computer, where you can find the information when needed.

Insurance Records – Lost life insurance – Record Tree®

What if it's a lost life insurance policy? What if a loved one filed the policy away years ago and didn't tell you where? Hundreds of millions of dollars in benefits go unclaimed each year, all because people keep poor records. Talk with your spouse and your family. Put your insurance information in Record Tree® where it can be found. Ensure you receive the benefits you are owed.




Insurance Records – Life Insurance – Record Tree®

From the "Insurance" category, select the types of insurance you carry. Enter policy details. Keep up-to-date insurance records in Record Tree®.

Insurance Records – Websites – Record Tree®

Record Tree® stores web addresses, user names and passwords for insurance company web sites where you may retrieve up-to-date information from your insurer.

Keep good insurance records.

Put them in Record Tree® where they can be found.

Record Tree® manages your insurance information safely at home on your computer. No internet connection is required. Don't let benefits go unpaid or golden years become tarnished. Keep good insurance records.