Insurance

How do I configure insurance reminder timing in LOXA?

Open Insurance reminders and review the available day offsets. Future reminders follow the saved schedule.

For
Organization owner, Organization admin, Property manager
Updated
August 9, 2026
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 the desired lead times ready before you begin.

Step by step

  1. Sign in to LOXA and open Insurance.

  2. Open Insurance reminders and review the available day offsets

  3. Enter or review the desired lead times.

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

  5. Verify that future reminders follow the saved schedule.

What should happen

Future reminders follow the saved schedule.

Open this workflow in LOXA