Insurance Renewal File

Assemble dated evidence and a Discount Letter ahead of an insurance renewal.

What it is

Organized documentation to review with your insurance company: property facts, completed maintenance, Outside Checkup results and evidence records. Generate the Insurance Renewal File from RECORDS → Exports.

The regional Discount Letter is a separate export that helps you frame documentation questions. Neither file is an application, approval or automatic submission.

What it is not

It does not verify funding or promise any savings. Your insurance company decides eligibility; we build the evidence.