Bereev / Tutorial / Planners / Add Your Insurance 📄

Add Your Insurance 📄

Izumi
April 11, 2021

Reading Time: 3 min

Available for both Lite and Plus users.

In our previous tutorial, we shared how you can add your will to Bereev. Today we’re going to show you how easy it is to add all of your Insurance Policies in your death plan, this includes health/medical, life, personal accident and whatever else you’re insured for. Let’s do this!

1 – Go to Insurance @ Finance

Head over to Finance on the left-hand side of your screen and select Insurance.

Click on Finance from the navigation bar.

2 – Select Add Insurance

If you haven’t done this before, this page will be empty.

Once you’ve uploaded your insurance, this will appear as a list.

3 – Specify Insurance Type

Select the type of insurance you’re adding from the drop-down list.

Pick from Life, Health, PA, Vehicle, Property and more.

4 – Pick Your Provider

Let your family know which insurance provider did you get this policy from.

Dropdown with the full list of insurance providers in Malaysia.

5 – Enter Policy Number (Optional)

Include your policy number here or skip this if you can’t remember it.

Get back to this another time if you don’t remember.

6 – Include More Notes (Optional)

Is there anything else your family should know? Put them here, we recommend adding your agent’s contact details.

Add any info that’ll help your family with the claims.

7 – Attach Your Policy

Next, upload a digital copy of your policy. It can be either a PDF, Words file or even just an image of it.

8 – Review Your Policies

All of your policies will now appear as a list whenever you head to Insurance.

The clip button means there’s an attachment uploaded.

8 – Edit or Delete

You can return to edit your insurance policies or even delete them anytime. The Edit button is on the top right, while the Remove button is at the bottom of your screen.

Changes happen all the time in life. Edit or delete your policies anytime.

Check out this video tutorial where our founder Izumi will show you how easy it is to upload your insurance policies on Bereev. If you have more questions, please reach out to us.