Collection campaigns
Run renewal blasts and follow-up sequences for third parties who have not uploaded or whose policies are expiring soon.
Stop chasing renewals manually. Collection campaigns (Starter and above) target third parties with upcoming expirations or outstanding document requests and send sequenced reminders until they upload.
Each campaign tracks delivery and response status so your compliance team knows who still needs a nudge before dispatch decisions.
Highlights
- Scheduled expiration reminder emails (Starter+)
- Follow-up sequences for missing documents
- Campaign status tracked per third party
- Carriers respond via magic link — no login required
Related features
Magic-link collection
Send carriers and affiliates a scoped upload link — no account required. COIs and W-9s land directly in your review queue.
MonitoringExpiration tracking & alerts
Monitor policy end dates across your roster — in-app on every tier, with automated email alerts and renewal magic links on Starter and above.
ReviewAI COI review
Extract ACORD fields with confidence scores, route edge cases to human review, and send plain-language deficiency notes when certificates fail.
Ready to get started?
Start free with magic-link collection and the compliance dashboard.