See every COI and license expiration across every vendor. Send a renewal request to the vendor or straight to their broker in one click — with separate templates for each.
Auto Alerts on · next run previews before sending
1 board
for every expiration you manage
One view of what's expiring
Certificates and licenses sorted by days left, so the urgent ones sit at the top.
The right message to the right person
Vendors and brokers get different templates written for them.
You decide when emails go out
Every send is a click, unless your workspace turns on Auto Alerts (on plans that include it).
Built-in cooldown
A 24-hour pause per vendor keeps reminders helpful, not annoying.
Every COI and license expiration sits on one board, and each row has one-click outreach to the vendor or their broker.
COI: 6 days left·License: Valid
COI: 12 days left·License: Valid
COI: Valid·License: 21 days left
Separate templates for vendors and brokers · 24-hour cooldown per vendor
Highline Roofing — COI renewal request
Scheduled Thu 08:00
Granite Peak Concrete — COI renewal request
Scheduled Thu 08:00
Crestview Mechanical — license renewal request
Scheduled Fri 08:00
Preview before every run · turn off anytime
Start a free trial — sample data is included so you can see the full flow first.