MAKE HOUSEHOLD INFORMATION QUICK & EASY TO FIND
If you haven't already, then today, load up 3 documents into Lifefyle that you need to refer back to each year and update - your mortgage statement and terms, your car insurance and your home insurance documents. By doing this you will ensure that when the time comes each year (or in exceptional circumstances more often) you'll have access to that all important information at the click of a button.
If the document is lengthy, then the fastest way is to scan the document from your printer and email it to yourself. Then simply share the attachment to Lifefyle, and then log-in to name and file them. It will take only a few minutes to do.
Alternatively, if you don't have a scanner you can upload the documents directly into Lifefyle with our snap & load functionality (which allows you to snap a pic of each page on your phone and load it up as one document). See our how to guides below.
Once you have loaded your documents, AI will 'mine' your documents for important dates, so that you can quickly set reminders for when the renewal dates are up and assign a task for each one to review them on an annual basis (for insurance 3 weeks prior to renewal is optimum).
If you haven't already done so, it's a good idea to enter your vehicle registration details into Lifefyle, as that will also connect directly with the DVLA and flag when your tax & MOT are due.