COI expiration tracking
Track certificates of insurance, expiration dates, owners, reminder history, and renewed proof documents.
Learn moreFlow365 Expiry solutions
Track the business deadlines that become expensive when missed.
Use Flow365 Expiry for COIs, permits, licenses, contracts, certifications, vendor documents, insurance documents, and renewal dates that need owners, reminders, proof, and history.
Start with one deadline type, then add more records manually, from CSV, or from AI-reviewed document uploads as your team moves away from scattered spreadsheets and inbox reminders.
Use cases
One tracker for multiple expiration workflows.
Choose the deadline type that matches your work. Every record follows the same simple workflow: capture the date, assign an owner, review AI-drafted records from documents, send reminders before the deadline, attach renewed proof, and keep the history.
Permit renewal tracking
Track permit renewals, expiration dates, owners, proof documents, reminder history, and renewal follow-up in Flow365 Expiry.
Learn moreLicense renewal tracking
Track business licenses, professional licenses, renewal dates, owners, reminders, proof documents, and compliance history with Flow365 Expiry.
Learn moreContract expiry tracking
Track contract expiration dates, notice windows, renewal owners, reminders, documents, and audit history with Flow365 Expiry.
Learn moreCertification tracking
Track staff certifications, training renewals, expiration dates, owners, proof documents, reminders, and compliance history with Flow365 Expiry.
Learn moreInsurance policy expiration tracking
Track insurance policy expiration dates, renewal owners, reminder history, proof documents, coverage notes, and renewed policy files with Flow365 Expiry.
Learn moreVendor document tracking
Track vendor documents, COIs, licenses, permits, contracts, expiration dates, reminder history, owners, and proof documents with Flow365 Expiry.
Learn moreHow it stays simple
Different deadline types. One consistent workflow.
Track permits, licenses, contracts, certifications, COIs, insurance policies, and vendor documents without maintaining separate systems for each type.
1
Capture what expires
Create the record manually, import it, or upload a document for AI-assisted review.
2
Stay ahead of the deadline
Assign an owner and schedule reminders before renewal or notice dates.
3
Keep the renewal history
Attach renewed proof, update the next expiration date, and keep the prior record history.
Solutions questions
Flow365 Expiry is a practical expiration tracker for many document and renewal workflows.
What can Flow365 Expiry track?
Flow365 Expiry can track COIs, permits, licenses, contracts, certifications, insurance documents, vendor documents, and other date-based business records.
Can each solution use the same tracker?
Yes. Flow365 Expiry is one expiration tracker that can organize many different deadline types with owners, dates, reminders, documents, and proof history.
Can I start with only one use case?
Yes. You can start with one use case, such as COI tracking or license renewal tracking, then add more deadline types over time. You can also upload documents so AI can extract expiration dates and draft records for review.
Start with one expiration workflow and grow from there.
Use Flow365 Expiry to organize important dates, owners, reminders, documents, and proof history.