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Insurance
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Policy Details
Policy Name
Type
Home (Buildings)
Home (Contents)
Car / Motor
Life Insurance
Private Health
Income Protection
Travel
Business / Professional
Other
Provider / Insurer
Policy Number
Broker / Intermediary
Dates & Financials
Start Date
Renewal Date
Annual Premium (£)
Cover Amount / Sum Assured
Excess (£)
📋 What to Do in the Event of a Claim
Record the claims process here — phone numbers, reference numbers, what to do first, what not to do, any time limits. This is what you or Chelsea will need in a crisis.
Emergency / Claims Number
Claims Process & Instructions
Alternative / Out of Hours Contact
Document & Notes
Document URL
(paste link once R2 storage is live)
Notes
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