Insurance

How do I review coverage for one tenant or property in LOXA?

Open the tenant or property record and review its insurance section. Coverage can be checked without leaving the record.

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 active and expiring policy records ready before you begin.

Step by step

  1. Sign in to LOXA and open Insurance.

  2. Open the tenant or property record and review its insurance section

  3. Enter or review active and expiring policy records.

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

  5. Verify that coverage can be checked without leaving the record.

What should happen

Coverage can be checked without leaving the record.

Open this workflow in LOXA