PROCESS
A Better Way to Insure High-Value Items
Technology where it helps. Advisors where it matters.
Profile
Basic information to understand the collection and location.
- Contact information
- Primary residence
- Collection overview
- Item descriptions
- High-quality photos
- Supporting documentation
Add Items
Upload photos and item details. Receipts or appraisals can be added when available.
Insured Values
Enter values aligned with ownership expectations and documentation.
- Item-by-item valuation
- Documentation alignment
- Value verification
- Complex item review
- High-value consultation
- Coverage alignment
Review (When Needed)
Some submissions may be reviewed by a licensed advisor to ensure the coverage structure aligns with the asset.
Activate & Manage
Access policy information digitally and request updates as needed.
- Digital policy access
- Update requests
- Ongoing management
Track Your Progress
Clear visibility at every stage

