Umbrella+ is for people who want a clearer view of their insurance information

For individuals

Keep track of your policies, documents, coverage details and renewal dates in a structured and accessible way — without needing to search across multiple emails or files.

For families

Insurance decisions often involve more than one person. Umbrella+ makes it easier to organise information across a household and share relevant access with trusted family members when needed.

For those working with a financial adviser

If you already work with an adviser, Umbrella+ gives you a clearer way to organise and share your insurance information. You remain in control of what is visible and who can access it.

For financial advisers

Umbrella+ helps advisers work more efficiently with client-approved information that is organised and accessible in one place. Permission-based access and audit logs provide greater clarity around what is shared and when.

However you manage your insurance today, Umbrella+ helps keep important information easier to access and review.