- 01Upload the declarations pageThe first page or two of the policy, as a PDF or a photo. Binders and certificates work too.
- 02Watch the breakdown fill inCarrier, named insured, dates, coverage table and endorsements appear as the document is read.
- 03Read the plain-English cardWhat this kind of policy generally covers for a business like yours, the key numbers, common things to check, and the next step.
What it reads
The declarations page: named insured, policy period, each coverage and its limits, deductibles, and the forms list where blanket endorsements live. Several policies on one document, such as a package policy or a certificate, come back as separate cards.
What the explanation is for
Most owners have never been told what their policy actually does. The card answers that in a few sentences — what this line of coverage generally responds to, the numbers that matter, and the common gaps for this line — without promising anything the forms do not say.
From explainer to wallet
Save the document and it becomes a policy card with its renewal date tracked, a certificate ready to issue if CoverMatch services the policy, and a renewal that can be shopped sixty days out. The free reading is the front door; the wallet is the house.