Expired vendor coverage
Know which vendors have certificates that are expired, expiring soon, or missing renewal follow-up.
COI expiration tracking
Track certificates of insurance before they expire.
Flow365 Expiry helps small businesses keep COIs, vendors, coverage dates, renewal follow-ups, and expiration risk in one place.
Built for vendor COIs, contractor COIs, subcontractor insurance certificates, and recurring document follow-up.
The problem
COIs are easy to collect once and easy to forget later.
A certificate can sit in an email thread, a shared drive, a spreadsheet row, or a vendor folder. The risk appears later when coverage expires and nobody has requested the new document.
Scattered documents
Keep certificate details, vendor names, expiration dates, and renewal notes together instead of buried across inboxes.
Manual reminder work
Make COI follow-up a repeatable workflow instead of relying on someone to remember each vendor deadline.
Workflow
A simple COI expiration workflow for small businesses.
Start with the certificate, capture the expiration date, and make the next action clear.
1
Add the COI
Upload or record the vendor certificate of insurance and connect it to the vendor or contractor.
2
Track the expiration
Store the coverage expiration date, renewal notes, document owner, and follow-up status.
3
Request the renewal
Use the expiration record to request updated insurance documents before the old certificate becomes a problem.
COI expiration tracking FAQ
A focused workflow for businesses that need to keep vendor insurance documents current.
What is COI expiration tracking?
COI expiration tracking is the process of recording certificate of insurance expiration dates, watching for upcoming renewals, and following up with vendors before coverage documents become stale.
Who needs COI expiration tracking?
Property managers, contractors, cleaning companies, security companies, healthcare clinics, franchise operators, and other businesses that rely on vendors or subcontractors often need to track COIs.
Can Flow365 Expiry track more than COIs?
Yes. COIs are one starting use case. Flow365 Expiry is also intended for licenses, permits, contracts, certifications, vendor documents, and compliance deadlines.
Stop waiting until a COI is already expired.
Use Flow365 Expiry to keep vendor certificates, expiration dates, and renewal follow-ups organized.