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Policy - account - website & app

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A how-to-guide to where to find the policy section on branch.com or in the Branch app and what details are visible.

Policy features

👁️ Note

Information, Coverages, Billing and Documents are available in the prior, current and renewal terms. If there is an upcoming renewal you must click into View Renewal to access the same details.

Location	Feature	Resource
Tasks	Pending tasks	Tasks - account - website & app
View my policy details	Current and renewal terms (if applicable) Autos covered Address of home covered Policy ID Effective dates Add coverages via chat to member support	See steps below
View policy > policy information tab	Car details VIN/Make/Model Garaging address Home details Residents info Property details Roof details	Policy information - account - website & app
View policy > coverages & deductibles	Auto policy Full policy coverages Individual auto coverages & deductibles Home policy Full policy coverages Deductibles	Policy coverages - account - website & app
View policy > billing	Remaining payments Next payment amount/due date Make a payment View payment history Billing information Term price Payment method on file Switch payment method	Billing - account - website & app
View policy > documents	All documents are dated and noted if updated Policy Declaration ID Cards Application Signed forms broken out after application is signed Additional signed forms (if applicable) Other uploaded important documents (if applicable)	Documents - account - website & app
My Account > Update Contact Information	View and update contact information	Update Contact Information in Account - Website & App

Locating policies in account

On branch.com, members will always see View my policies on the homepage. If you're on the app, simply click the Policy tab in the footer, then follow the steps below.

Click View My Policies to be taken to policies or
Click Initials to open up dropdown
Click My Policies

From here you will see your current policies and can click View Policy to look at the complete details

If you have an upcoming renewal, you will see the option to View Renewal to look at the complete details

Below the policies, you will see options to add additional coverages. When you click Add Coverage, it will take you to the chat feature with member support
You will also see show past policies and can toggle it open to view prior policies and their details

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