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Forum Discussion
capfeiffer
3 days agoNew Member
+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
- Trevor_1P
Moderator
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