Add Your Insurance 📄
Available for both Lite and Plus users.
In our previous tutorial, we shared how you can add your will on 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.
2 - Select Add Insurance
If you haven’t done this before, this page will be empty.
3 - Specify Insurance Type
Select the type of insurance you’re adding from the drop down list.
4 - Pick Your Provider
Let your family know which insurance provider did you get this policy from.
5 - Enter Policy Number (Optional)
Include your policy number here or skip this if you can’t remember it.
6 - Include More Notes (Optional)
Is there anything else your family should know? Put them here, we recommend adding your agent’s contact details.
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.
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.
Bereev is a Death Preparation App that helps you prepare yourself and loved ones for your own death. Sign up for your FREE account here.
Leave instructions for your funeral, financial and personal arrangements.
Store vital documents like your will, insurance, medical records and more.
Leave messages for your loved ones which will be sent after you’re gone.
Invite the people you trust to view your plan and customise their access.
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