How Umbrella+ works
Getting started takes minutes. Staying organised becomes easier from there.
Umbrella+ is designed to help you keep your insurance information organised and accessible — in a way that fits around your life.
Step 1: Create your account
Sign up with your email and set up your account in minutes. Add information at your own pace, whenever you're ready.
Step 2: Add your policies
Upload your policy documents one at a time. Umbrella+ helps extract and organise key details such as insurer, premium, coverage and renewal dates for your review before anything is saved.
Step 3: Keep everything in one place
View your policies together in a single dashboard. Track what's active, what's renewing, and refer back to your documents whenever needed.
Step 4: Share selectively, when it matters
Connect with family members or financial advisers when appropriate. You decide what to share, and access can be updated or removed at any time.
If you're a financial adviser
Clients using Umbrella+ can invite you to connect. Once approved, you'll only see the information they choose to share. Access is permission-based, logged, and managed by the client.
Your information stays under your control, always.