Insurance Policy Renewal Reminders
A done-for-you everyday business automation built for the Risk and Compliance Manager, connecting DocuSign, Slack, and Google Sheets so the work below happens on its own.
What this automation does, step by step
General liability, cyber, workers' compensation, and property policies are all tracked in a central Google Sheets register along with their carrier, premium, coverage limits, and renewal date.
Ninety and thirty days before any policy lapses, the workflow emails the risk and compliance manager and the broker of record simultaneously, attaching the current policy documents so the renewal conversation starts with full context instead of a scramble to find last year's paperwork.
If a policy's renewal date passes without a confirmed replacement logged in the tracker, an urgent Slack alert goes straight to leadership flagging a potential coverage gap.
Certificates of insurance requested by clients or landlords get pulled and emailed automatically from the same system within minutes instead of days.
The business is never caught operating a single day without active coverage.
- Zapier
- Google Sheets
- Slack
- DocuSign
- Microsoft 365
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Without a system in place, a risk and compliance manager has to manually chase down updates, send reminders one by one, and hope nothing falls through the cracks. Over a month, those small manual steps add up to a significant amount of lost time.
With this automation
- Expiration and renewal alerts on a 90, 60, and 30 day countdown
- Signature and document chasers that escalate on their own
- Deadline tracking for filings, permits, and inspections
- An automatic audit trail of every notice sent
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