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For IT: Mark contacts with COIs expiring soon

For IT: Mark contacts with COIs expiring soon

IT admins miss expiring COIs in tracker, causing coverage gaps. Daily checks flag records seven days out as COI Expiring Soon each business day, so operations and account managers prioritize renewals.

For IT: Mark contacts with COIs expiring soon

Overview

Untracked COIs create coverage gaps and operational risk for IT. This workflow keeps your onboarding tracker current and routes expiring certificates to operations and account managers, eliminating overlooked expirations. Operations teams report fewer missed renewals and smoother handoffs.

Notable Features

  • Flag records seven days out
  • Set status to COI Expiring Soon
  • Notify operations and account managers

For IT: Mark contacts with COIs expiring soon