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App to keep track of policies

bigmaz
bigmaz Posts: 1,249 Forumite
Part of the Furniture 1,000 Posts Combo Breaker
edited 25 August 2023 at 2:47PM in Insurance & life assurance
Does anyone know of any apps that you can keep track and store all your insurance policies?  Would be really handy.  I keep PDFs in onedrive where I can access, but it would be so handy if there was an app specific.

I have seen www.myportal.co.uk, looks not too bad, but I assume I'll just get sold policies from the insurance companies they seem to be attached to.  Anyone used it?

Comments

  • dunstonh
    dunstonh Posts: 118,437 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Combo Breaker
    If you have an IFA, then many of those have client portals which can contain all policies they or you enter (the main IFA portal also includes open banking connectivity)
    I am an Independent Financial Adviser (IFA). The comments I make are just my opinion and are for discussion purposes only. They are not financial advice and you should not treat them as such. If you feel an area discussed may be relevant to you, then please seek advice from an Independent Financial Adviser local to you.
  • mgfvvc
    mgfvvc Posts: 1,207 Forumite
    Part of the Furniture 1,000 Posts Name Dropper
    I just have all my policies in a Google Docs spreadsheet. It's shared with my wife, so she can see all the details, if anything happens to me. I have bank accounts and investments in another tab, so everything can be found in the same place.
  • SiliconChip
    SiliconChip Posts: 1,597 Forumite
    1,000 Posts Third Anniversary Name Dropper
    App seems a bit of a niche solution, while it's something that would appeal to you I'm not sure it's one that enough people would want to have that would make any money for the developer.
  • rigolith
    rigolith Posts: 2,610 Forumite
    1,000 Posts Second Anniversary Name Dropper
    I just star the welcome email.
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