Five timely touches.
Reminders go out 30, 14, and 7 days before expiration, on expiration day, and 3 days after.
Automatic renewal reminders
Keep renewals moving. Get your time back.
Give upcoming expirations a consistent follow-up schedule. COIScreen handles the reminders so your team can focus on the exceptions.
The renewal schedule
- 130 days before
- 214 days before
- 37 days before
- 4Expiration day
- 53 days after
Illustrative workflow · Sample data
A simpler way through the paperwork.
Reach the right people.
Send reminders to the vendor and their confirmed broker, with a direct upload link and a reply address for the revised PDF.
Stop when the renewal arrives.
An updated certificate with a later expiration date moves the schedule forward. Reminders also stop after the final follow-up.
Helpful reading for your next step.
Bring a little clarity to your workday.
Collect the paperwork, see what needs attention, and keep the next step moving.