Credia Extract: Insurance reads insurance policy documents and automatically populates the policy fields in Re-Leased — from email attachments or files you drop directly into the Credia Action Panel.
This feature requires a Credia Plus subscription. To learn more, contact your Account Manager.
Creating a New Insurance Policy from Email
Open the insurer's email in My Inbox. Credia scans the email and detects the attached policy document. Recommended actions appear in the Credia Action Panel.
If the insurer isn't already a contact in Re-Leased, use the New Contact workflow in the panel to add them.
Click Extract. A side-by-side preview opens showing the document and the creation fields. Credia auto-fills as much as possible — review and edit as needed, then click Create Insurance.
Optionally, create a New Note against the property using the same workflow.
Updating an Existing Insurance Policy
Drop a new PDF or image file directly into the Credia Action Panel. Credia automatically recognises insurance documents without any additional prompting.
A preview screen opens with the document on the left and the suggested workflow on the right. If a policy with the same document number already exists, Credia recommends updating it.
Review the extracted details, make any changes needed, and click Update Insurance.
When uploading policies for suppliers, tenants, and properties, Credia classifies and links each document to the correct record. For tenancy and lease policies, Credia checks requirements and flags mismatches for review using Verify with Credia.