Coverage gaps
See which insurance policies are expired, expiring soon, or inside a renewal window.
Insurance policy expiration tracking
Track insurance policy expirations before coverage becomes a problem.
Flow365 Expiry helps small businesses keep policy expiration dates, renewal owners, proof documents, reminder history, and coverage notes in one place.
Built for business insurance policies, liability policies, coverage documents, renewal certificates, and recurring insurance review dates.
The problem
Insurance policy dates are easy to miss when proof files live in different places.
Insurance renewals often sit in PDFs, emails, broker messages, and shared folders. Flow365 Expiry gives the policy date, owner, reminder trail, and renewed proof a single place to live.
Missing renewed proof
Attach renewed policies, certificates, and proof documents after renewal.
No follow-up history
Keep reminder history and notes so your team can see what happened before the deadline.
Workflow
A simple insurance expiration workflow for small teams.
Capture the policy, track the renewal date, remind the owner, and attach renewed proof after coverage is updated.
1
Add the policy
Create the insurance policy record with policy name, owner, expiration date, and notes.
2
Track renewal work
Use renewal start dates, formal notice dates, reminders, and status fields to keep the work visible.
3
Attach renewed proof
Enter the new expiration date and attach the renewed policy document or certificate.
AI document review
Upload documents and let AI find the expiration dates.
Flow365 Expiry can review uploaded documents, extract possible expiration dates, and draft records for you. You stay in control: review the AI draft, approve what looks right, and only then save it into the tracker.
Extract dates from documents
Use AI review to find expiration dates in PDFs, certificates, permits, licenses, contracts, policies, and vendor documents.
Review before saving
AI drafts the expiration record, but your team reviews the date, owner, document type, notes, and proof before accepting it.
Keep proof attached
Approved records can keep the uploaded document connected, so the expiration date and source proof stay together.
Insurance policy expiration tracking FAQ
A practical tracker for insurance renewal dates, owners, proof documents, and reminder history.
What insurance documents can Flow365 Expiry track?
Flow365 Expiry can track liability policies, workers compensation policies, commercial auto policies, insurance certificates, renewal proof, and other insurance documents with expiration dates.
Can I attach renewed policy proof?
Yes. Flow365 Expiry is designed to keep renewed proof documents connected to the expiration record.
Can I assign someone to handle the renewal?
Yes. Each expiration record can have an owner, notes, status, and reminder history.
Keep insurance renewals visible before coverage dates expire.
Use Flow365 Expiry to track policy dates, owners, reminders, and renewed proof documents.