Send EOI expiry notice to property contacts promptly
Send EOI expiry notice to property contacts promptly
You miss updated evidence-of-insurance for managed properties when EOI dates lapse, causing lease or access delays. It requests updated EOI from clients so managers receive documents same day.
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Overview
Expired or changed insurance records stall maintenance and leasing; this workflow automatically reaches out to clients with a clear EOI request so your managers receive updated certificates the same day. It eliminates manual tracking and keeps properties compliant ahead of renewals.