Track required documents
Keep each vendor’s insurance and license records together in the manager workspace.
Track vendor documents, see upcoming and overdue expirations, and follow up on renewals from one manager workspace.
The manager workspace
Keep insurance and license records organized by vendor, then use expiration status to decide what needs follow-up.
See fictional workflow examplesKeep each vendor’s insurance and license records together in the manager workspace.
Review which documents are approaching expiration and which are already overdue.
Send reminders and share a secure submission link for updated vendor documents.
A renewal, step by step
These examples show how a manager can organize dated vendor documents, review a reminder, and follow up for an updated file.
Fictional example only — sample records, dates, and message; no live vendor data.
01 / Organize documents
Fictional snapshot · October 2, 2026
| Vendor | Document | Expires | Status |
|---|---|---|---|
| Sample Vendor A | Insurance | Upcoming | |
| Sample Vendor A | License | Current | |
| Sample Vendor B | Insurance | Overdue | |
| Sample Vendor B | License | Upcoming |
02 / Review a reminder
The manager can review and edit reminder content before approving it for sending.
Fictional manager-reviewed example
Subject: Updated insurance certificate request.
Hello, our records show that the insurance certificate on file expires October 22, 2026. Please submit an updated PDF using the secure renewal link.
03 / Collect an updated file
A manager creates a submission link for the document. The vendor uses it to upload an updated PDF, and the manager reviews the submission.
Document-specific submission link
Manager-reviewed assistance
The workspace includes an AI copilot to help prepare vendor renewal reminders. A manager reviews suggestions before deciding what to use.
Human-reviewed AI copilot
Pilot inquiry
Share your work email, organization, approximate property count, and how you track vendor insurance and licenses today. We’ll use these details to follow up about pilot fit. This inquiry does not create an account or guarantee pilot placement.