Insurance

How do I find policies expiring soon in LOXA?

Open Insurance and review the attention counts or expiry list. Expiring coverage is visible for follow-up.

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 next 30 to 60 days ready before you begin.

Step by step

  1. Sign in to LOXA and open Insurance.

  2. Open Insurance and review the attention counts or expiry list

  3. Enter or review the next 30 to 60 days.

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

  5. Verify that expiring coverage is visible for follow-up.

What should happen

Expiring coverage is visible for follow-up.

Open this workflow in LOXA