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INSURANCE POLICY INTELLIGENCE

Understand your policy.
Compare it with your home.

Upload a declarations page or policy PDF. HomeInvent reads it on this device, matches coverage and limits with what you own, and lets you ask questions in everyday language — with a tap back to the exact page in your file.

Reports tab with the Insurance card for Demo Home
01 • REPORTS

One card. The policy for this home.

Insurance lives with a specific home — not a global mix of every property. Open Reports, tap Insurance, and you land on the policy attached to that home.

  • Status, type, and expiration at a glance
  • Attention count when inventory and policy disagree
  • Separate from the Insurance Claim Package workflow
Insurance dashboard with policy files, Home Match, and Ask My Policy

Dashboard — files, status, Home Match, Evidence

Insurance destinations for Coverage, Evidence, Documents, and Policy

Jump to Coverage, Evidence, Documents, or Policy

02 • DASHBOARD

The workspace for this policy.

Upload PDFs or scans. HomeInvent classifies what it can — declarations, contracts, schedules — and uses those files for Home Match. Ask My Policy stays one tap away.

  • Multiple files on one policy, with a short description of each
  • Home Match compares recorded inventory value with identified limits
  • Evidence shows how many high-value items already have a photo and receipt
  • Reading happens on this device. No third-party cloud AI.
Review list comparing policy limits with recorded home inventory values
03 • REVIEW

See where the numbers differ.

If recorded jewelry or personal property is higher than a limit found in the upload, HomeInvent flags it for review — and links the source page so you can read the wording yourself.

  • “Needs attention” is a comparison, not a coverage decision
  • Policy amount and home amount side by side
  • Open and highlight the passage in the original file
Language HomeInvent says what it found in your documents. It does not say you are covered, underinsured, or that a claim will be paid.
04 • COVERAGE, LIMITS, EXCLUSIONS

Every finding traces back to a page.

Coverage, Limits, and Exclusions are three views of the same upload. Tap a source chip to open the PDF at the line HomeInvent used.

Coverage tab showing Dwelling and Other Structures with source highlights
Coverage
Limits tab showing personal property and jewelry special limits
Limits
Exclusions tab showing flood, earthquake, and water backup limitations
Exclusions
Evidence screen showing photos, receipts, serial numbers, and high-value items still needed
05 • EVIDENCE

Know what a claim would still need.

Photos, receipts, serial numbers, and high-value items are counted against this home. Finish the gaps now — before you ever need a claim package.

  • Progress for photos, receipts, serials, and high-value items
  • A list of items still missing a photo or receipt
  • This prepares evidence. It is not a claim filing tool.
Ask My Policy with suggested questions and recent searches
06 • ASK MY POLICY

Ask in plain language. Read the passage.

Type or speak a question. HomeInvent searches the uploaded files, answers from what it finds, and lists matching passages — including “Is water damage covered?” and “What is my personal property limit?”

  • Suggested questions so you do not have to start from scratch
  • Voice search when microphone and speech access are allowed
  • Answers stay cautious when the documents are incomplete
Ask My Policy answer for water damage with matching policy passages

Water damage — passages from the upload, not a yes-or-no verdict

Ask My Policy answer comparing personal property limit with recorded inventory

Limits compared with this home’s inventory — informational only

ON THIS DEVICE

Your policy stays
with your inventory.

Policy files are stored locally, like photos and receipts. HomeInvent does not send them to a HomeInvent server or a third-party AI service. This version does not sync insurance documents with iCloud.

Found in the file

Coverage, limits, and exclusions come from your upload.

Not advice

No coverage guarantee, claim prediction, or legal opinion.

Ask your insurer

Confirm anything important with the company that wrote the policy.

READY WHEN YOU ARE

Keep the policy next to what you own.

Open Reports → Insurance in HomeInvent. Upload a file. Ask a question. Export a backup anytime from Privacy & Data.

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