Forum Discussion

capfeiffer's avatar
capfeiffer
New Member
3 days ago

+1 to Insurance Category

I see a post from FOUR YEARS ago asking for an insurance category.  This seems like a no brainer/layup to add.

Let me put it in developer terms: As a user, I want to add insurance policy information to a vault so that I can easily track and reference all my insurance policies information.  The data should include: type; provider, policy number, coverage types, coverage amounts, deductible amounts, company contact information, claims address and phone number, effective dates, plus whatever else people can think of.

Thank you.

1 Reply

  • Hi capfeiffer​,

    Thank you for the detailed suggestion! I can certainly see how an insurance item type would be useful. I've gone ahead and forwarded the request to our Product team for further consideration.

    ref: CFP-19982