Two ways in
- On your insurance page, choose Sort them all at once, then pick every photo or PDF from your phone or computer in one go. Up to 20 pages at a time. Each one shows as a small picture: tap it to see it full size, or remove one that isn’t insurance before sorting.
- Or forward one email with all of them attached to your NestWise address. In your inbox, choose Insurance. When an email has two or more pages, it goes to the sorter first.
What happens next
- Every page is read together and grouped into policies. Pages showing the same policy number, or the same insurer, insured thing and period, are one policy. Two policies with the same insurer, such as car and home, stay separate.
- You get a list, for example “4 policies in 9 pages”. Each opens with its insurer, premium, renewal date and cover filled in, for you to check and save. See the pages under each one shows the photos it was read from, so you can tell which is which, and the check screen has the same link. A page that didn’t look like insurance, like a receipt that slipped in, is shown on its own with Remove it or Keep it.
- Saving keeps the pages with the policy. Open the policy on your insurance page and its pages are there as small pictures: tap one to see it, or Remove under a page that shouldn’t be there.
- Each one is matched to what is already on file. A renewal of a policy you have sits beside last year, and a home, car or pet you have is linked. You confirm the match before anything changes.
- A page we can’t place, or that isn’t insurance, goes back to your inbox for you to say what it is. Nothing is guessed.
Stopping part-way
Each policy saves on its own, so you can check two today and the rest later. Your insurance page then shows how many from your last pile are still to check, and takes you back to the list, where only the ones still to check are left. Those also wait in your inbox; opening one there brings you back to the same list when it is saved.
Seeing it all together
Once they are saved, your insurance page shows every policy, what they cost a year in total and against last year, and each renewal date goes on your renewals list and reminders.
Privacy: your pages are sent to Claude, an AI service made by Anthropic, to sort and read them. Each policy’s documents are kept with the policy once you save it.