An Update on Simples from

Written by Karen Bryan

In July last year I wrote about my roadtesting of the Simples tool from Simples is a really handy online tool allowing you to store and access all your insurance policies. So if you ever need to get details on your cover, you don’t need to start searching for policy documents.

In the last few months, the Simples website has become even better. You can now upload policies from a broader range of car, home and travel insurance providers. There is a video guide on the website explaining how to set up your Simples account, an updated welcome page, dashboard and policy details page.

Here are the four steps which you take to use Simples:

  1. Visit the website
  2. Sign up with your login
  3. Add a car, travel and/or home insurance policy
  4. Use the SMS chat widget to speak to and ask questions about your policy

When I logged into my Simples account, I noticed that my M&S Bank motor insurance policy had expired. I had renewed the policy with M&S Bank, but I had forgotten to upload the new policy to Simples. If I had set up a reminder for my M&S Bank motor insurance, this would have alerted me that I needed to update the policy in my Simples account.

You need to have the insurance policy certificate to upload. I found the most straightforward way to upload the document was to go to the Simples website on my mobile phone and click on the ‘add a new policy’ button. Then I was given two options, Option A was to upload a photo or pdf, which I selected. Next I clicked on ‘add a file’. From the ‘choose an action’ menu I selected camera. Once I took a photo of the certificate of insurance, the photo appeared on the screen and I pressed upload. It can take up to 24 hours for the document to be processed and appear on your policies list. You will receive an email informing you that your document has been successfully added.

So why not get your insurance documents organised and easily accessible by setting up an account with Simples.

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