WHAT IT INCLUDES
Built around real agency work.
- Customizable Excel and CSV policy imports
- Manual expiration records
- Document-assisted date capture
- Custom reminder windows
- Status and follow-up notes
- Agency activity history
SEE IMPORTANT DATES BEFORE THEY ARRIVE
Insurance Agency Expiration Monitoring
Track licenses, appointments, E&O policies, certificates, contracts, and other agency dates with advance reminders.HOW IT FITS THE WORKFLOW
From source to next action.
- 1Import a client policy spreadsheet, add an expiration, or scan its source document.
- 2Review the suggested spreadsheet columns or confirm the detected document details.
- 3Choose how far in advance to be reminded.
- 4Update the record when the item is renewed.
COMMON QUESTIONS
Know where the tool stops.
Does a reminder prove that a license or appointment is active?
No. It is an agency workflow reminder. Verify official status with the applicable regulator, NIPR, carrier, or issuing organization.