Insurance

How do I identify an expired policy in LOXA?

Review the policy status and expiry date. Expired coverage is separated from active coverage.

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 today's date and the recorded expiration ready before you begin.

Step by step

  1. Sign in to LOXA and open Insurance.

  2. Review the policy status and expiry date

  3. Enter or review today's date and the recorded expiration.

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

  5. Verify that expired coverage is separated from active coverage.

What should happen

Expired coverage is separated from active coverage.

Open this workflow in LOXA