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App to keep track of policies
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bigmaz
Posts: 1,249 Forumite
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?
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?
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Comments
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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.0
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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.
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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.
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I just star the welcome email.
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