Update tenant insurance expiry and save policy file
Update tenant insurance expiry and save policy file
Your tenant insurance emails arrive unfiled, delaying tracking and risking coverage lapses. Save policy files to property folders and update the master sheet so expiries are current before renewals.
Overview
Unfiled insurance emails create blind spots in coverage and force manual searches. This flow captures labeled tenant insurance emails, saves the policy files in the right property folder, and updates your master record so managers see current expiry dates within minutes and act before renewals.