Insurance

How do I add an owner property policy in LOXA?

Choose owner property coverage in the insurance form. The policy appears under owner property coverage.

LOXA Insurance screen with fictional demonstration data
Demonstration account with fictional names, addresses, and financial records.

Before you start

  • You need access to the Insurance workflow in your LOXA role.
  • Have property, owner, carrier, limits, dates, and file ready before you begin.

Step by step

  1. Sign in to LOXA and open Insurance.

  2. Choose owner property coverage in the insurance form

  3. Enter or review property, owner, carrier, limits, dates, and file.

  4. Review the record and select the available save, confirm, or continue action.

  5. Verify that the policy appears under owner property coverage.

What should happen

The policy appears under owner property coverage.

Open this workflow in LOXA