1.Runs daily renewal checks
Integrate scheduling, task automation, and business hours tools to run renewal checks and queue expiring row matching.
Send 60‑day COI renewal request to assigned vendors
Automatically find COI renewal rows approaching 60 days across Microsoft Excel. Automatically send vendor renewal requests and log the last reminder date when daily scheduling runs—so you can protect renewals, follow up on time, and avoid manual tracking without paperwork.
How this automation protects your renewal follow-up
When daily renewal checks must happen consistently, missed outreach can delay coverage updates and increase risk. This automation finds expiring COI rows, sends renewal requests, and updates reminder timestamps—so your team can follow up on time.
Zapierによるスケジューリングor swap with your favorite app
2.Find rows near threshold
Integrate Microsoft Excel and spreadsheet search tools to locate rows matching the configured days until expiration.
マイクロソフトエクセルor swap with your favorite app
3.Loop through matching rows
Looping by Zapier and row iteration tools to process each vendor rowとexposed key fields.の統合
Zapierによるループor swap with your favorite app
4.Format expiration date
Integrate Formatter by Zapier and date formatting tools to convert the expiration date into a readable string.
Formatter by Zapieror swap with your favorite app
5.Send vendor renewal email
Integrate Microsoft Outlook and email templating tools to send a COI renewal request to the vendor email on file.
Microsoft Outlookor swap with your favorite app
6.Update last reminder date
Integrate Microsoft Excel and spreadsheet update tools to set the configured last reminder date after each successful send.
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Retain more policies with automated renewal reminders, document collection, and CRM updates
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