hvkshetry Policy Inventory
Purpose
Build and maintain a comprehensive registry of all active insurance policies across the household.
Workflow
- Query Paperless for documents tagged
insurance+active-policy - For each policy, extract: carrier, policy number, type, coverage limits, deductibles, premium amount, payment frequency, effective dates, named insureds
- Cross-reference with finance-graph assets to verify insured property matches current holdings
- Present organized inventory grouped by policy type (property, auto, umbrella, life, health, disability, specialty)
Output Format
HTML table with columns: Policy Type | Carrier | Policy # | Coverage Limit | Deductible | Annual Premium | Effective Dates | Status
Tool Dependencies
paperless.search_documents— find insurance documentspaperless.get_document— retrieve policy detailsfinance-graph.list_assets— verify insured assetsestate-planning.list_entities— verify named insureds against entity structure