Send tenant insurance expiry reminder and update record

Your team chat reminders about tenant insurance expiries get missed, leaving leases without current coverage proof. It emails the tenant and logs the notice to the property record same day.

Send tenant insurance expiry reminder and update record

Overview

When a team chat message flags an expiring tenant insurance, your support coordinators shouldn't hunt for records. This workflow sends a templated tenant email and logs the action, ensuring notices are dispatched and recorded same day.

Send tenant insurance expiry reminder and update record