Insurance
Track expiring certificates of insurance
The certificate tracker is current, expiring or noncompliant records are prioritized, and follow-up drafts are prepared without being sent.
RiskInsurance OpsProperty OpsDaily at 8am
Prompt
Review incoming certificates and the current tracker. Match each certificate to the correct vendor or tenant, record carrier, policy type, limits, effective and expiration dates, and holder details, then flag expirations, missing coverage, or visible requirement mismatches. Draft but do not send follow-up requests.
Works with
GmailGoogle Sheets
