Keep a complete record of every insurance policy your household holds. LifeAxis covers all policy types: home, motor, life, pet, health, travel, income protection, and critical illness. Policies link to the vehicle or property they cover, the bill that represents the premium, and the household member who is the policy holder.
Getting started
- 1Add a policy using the + button in the Insurance section, or ask Axel to add one for you
- 2Select the policy type and enter the provider, policy number, and renewal date
- 3Enter the premium amount and payment frequency
- 4Link the policy to a vehicle or property if relevant
- 5LifeAxis will alert you before the renewal date arrives
What you can track
- 🏷️ Policy details: provider name, policy number, website, and phone number for quick reference
- 📅 Key dates: cover start date, cover end date, and renewal date
- 💰 Premium and frequency: annual or monthly premium with full payment frequency options
- 🔄 Renewal history: record each renewal with the previous and new premium so you can see how costs change year on year
- 🛡️ No-claims bonus: number of years NCB, where it was earned (this insurer, another insurer, company car, or fleet), and whether it is protected
- 👤 Policy holder: assign a household member as the primary policy holder
- 🔗 Linked asset: attach a motor policy to a vehicle, or a home policy to a property, so it appears in the right place
- 📋 Linked bill: connect the premium payment to a bill so it appears in your committed outgoings
- 📁 Documents: attach policy schedules and certificates from your Google Drive
Type-specific fields
- Home policies: buildings cover, contents cover, sum insured for each
- Motor policies: the vehicle covered and the type of cover (comprehensive, third party, or TPFT)
- Life and income protection: sum insured, benefit amount, and policy term
Insurance quote preparation
For motor insurance, LifeAxis includes a quote preparation view on the vehicle record. It pulls together everything a comparison site will ask for — policy holder details, named drivers, vehicle specification, usage, and storage — into a single tabbed view with any gaps flagged. This saves you having to gather information from different places when a renewal is approaching.
Alerts you'll see
LifeAxis surfaces a suggestion on your dashboard when:
- A policy renewal date is within 30 days
- A motor insurance renewal is approaching, with a prompt to compare quotes
Coming soon
- Comparison prompt: when a renewal is within 30 days, LifeAxis will surface your policy details pre-filled and ready to use on comparison sites
- Premium increase tracking: automatically calculate and surface the percentage increase when a policy renews at a higher premium
- Insurance portfolio summary: all active policies in one view with total annual premium and renewals due in the next 90 days
Is there something you would like to see that is not on this list? Contact support and let us know.
