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Upload your policy the right way
Your review is only as good as what you upload. Five minutes with the right documents gets you an accurate AI summary, a real efficiency score, and a faster conversation with a licensed agent.
What to upload
Start with your declarations pages. Add the rest as you find them; every document makes your review more complete.
Declarations pages
The most important page you own. It lists who is insured, the insurance company, policy period, limits, and deductibles. Upload one for every policy.
Certificates of insurance
What general contractors and project owners ask you for. Keeping them here makes the next request a two-minute job.
Vehicle and equipment schedules
Lists of trucks, trailers, and tools on your policies. Sold or new equipment missing from these lists is a common source of surprises.
Endorsements
Changes added to a policy, such as additional insureds or waivers of subrogation that contracts often require.
Loss runs
Your claims history from each insurance company. Agents use it to compare prices at renewal, so it is worth requesting every year.
Quotes or proposals you received
Already comparing options? Upload them so a licensed agent can look at them side by side.
How to scan a policy with your phone
Paper declarations page in the truck? Here is how to get a clean, readable copy in under five minutes.
- 1
Lay the page flat in good light
Use daylight or a bright room and a plain, dark surface. Avoid shadows from your phone or hand.
- 2
Fill the frame with one page
Hold your phone straight above the page so all four corners show and the text is sharp.
- 3
Capture every page, in order
Declarations pages often run two to four pages. Use Scan pages to photograph each one; they are combined into a single PDF.
- 4
Check that it is readable
Zoom in on the policy number and dates. If you can read them easily, so can the AI and your agent.
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Upload and link it to its policy
Upload the PDF and, with an account, link it to its policy record so it counts toward your efficiency score.
Eight ways to get your documents in
Upload files
PDF, JPG, or PNG up to 25 MB. Drop several at once.
Scan with your phone
Photograph paper pages; we turn them into one clean PDF.
Text us photos
Link your phone once, then text photos or PDFs of your pages. Photos sent together become one PDF (with an account).
Email them in
Forward emails from your insurance company to your private address (with an account).
Google Drive or Dropbox
Pick files straight from your cloud storage (with an account).
We ask your insurance company
Can't find them? Sign a short authorization and we email your insurance company or agent for your declarations pages and loss runs (with an account).
Download from your insurer's website
Most insurance companies post your declarations pages in their online account or app, usually under "Documents" or "Policy details".
Mail or hand them to us
Send paper copies to 46473 US Highway 18, Lennox, SD 57039, or email your agent. We add them to your file for you.
Make your insurance file efficient
Small habits that save hours at renewal and make it easier to spot gaps and savings.
- Keep one current declarations page for every policy: general liability, commercial auto, workers' compensation, equipment, and umbrella.
- Link each document to its policy record and add the listed renewal date, so reminders arrive 90, 60, and 30 days ahead.
- Request loss runs from each insurance company about 90 days before renewal. They are the most useful document for comparing prices.
- When you sell or buy a vehicle or major tool, upload the updated schedule the same week.
- Store the certificates you send to general contractors here, so you can resend them in seconds.
Check your policy now
No account needed. Upload or scan one document and get an instant AI summary of what it lists.
Drop your policy here
Declarations page, certificate, or policy. PDF, JPG, or PNG, up to 25 MB.
Questions about uploading
Step 2 of 3
Learn about your coverage
Discover possible gaps and ways to be more efficient.