Insurance in MyFinances - Key Features

Insurance Summary

Welcome to MyAssets, the assets management tool designed for you.

The Insurance is the part for you to place your insurance policy in major 2 categories - The Life Insurance & The General Insurance. To access the Insurance, please click the MyFinances icon on the left hand side   and it will bring you to the MyFinances homepage.

Click "Insurance" on the top menu and you will see your insurance summary page as below:

Add a insurance policy

Click the "Insurance" tab in MyFinances Dashboard. 

Click the red “+” icon at the top right side of the screen (located in the middle if you’re using the mobile app).  Once you click on the button, a pop-up window similar to the one below will appear. You can select your insurance type here:

For Life Insurance click "Next", you will see another pop-up windows with the information fields that you can use to create your policy.

For the Primary Details, fill in the details for the Insurance Company, Policy Name, Insurance Type, Effective date, Policy end date and other important details in your policy. 

For Additional information like its attributes, beneficiary and riders, you may click Additional details.

In Attributes, you my place details such as policy number, last premium date, broker and specialist.

In Beneficiary and Rider, click the "+" button to add. 

In documents and images, you may upload it in Attachments.

Click "Create" to save changes.

For General Insurance click "Next", pop up as per image below would appear.

For the Primary Details, you may place here details such as type of insurance, coverage amount, insurance company, policy name, and other important details about your insurance. 

For Additional information like its attributes, beneficiary and riders, you may click Additional details.

In Attributes, you my place details such as policy number, broker, specialist, last premium date and premium to date. 

In Beneficiary and Rider, click the "+" button to add. 

In documents and images, you may upload it in Attachments.

Click "Create" to save changes.

Edit a policy

To edit a policy, click the 3-dotted lines on the right side of your screen next to your policy and select "View/Edit".

Do the necessary changes needed then click "Update" to save.