Folders for Insurances
Carl Thompson
Hi Wendy, you can add your insurance policies in the Protection area of SortMe (https://app.sortme.com/protection).
This is a smarter way than just having policy docs sitting in a folder, as it understands your policies better, can create reminders, and, soon, SortMe's AI will understand them so it can answer questions. Having your insurance policies in one place also means that SortMe can understand where your potential risks are so it can surface more useful recommendations.