Expiration 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.
Bolt COI watches policy expiration dates on every approved document and updates portfolio status as carriers move from compliant to expiring to expired. On the Free tier you see what is at risk inside the dashboard, action center, and in-app notifications — no surprise lapses hidden in a spreadsheet.
Starter and above add automated email alerts to your team and to carriers when thresholds are due. Each carrier email can include a scoped renewal magic link so uploaders replace coverage without logging in. Configure who receives operator alerts under Settings → Notifications.
Highlights
- Continuous monitoring of approved policy expiration dates
- In-app expiring and expired status on every tier
- Threshold emails at 90, 60, 30, 14, 7, 1, and 0 days (Starter+)
- Carriers receive scoped renewal magic links in alert emails
- Assign notification recipients in Settings
Related features
Compliance dashboard
Portfolio compliance at a glance — compliant percentage, expiring policies, and worst-case status per carrier before dispatch.
AutomationCollection campaigns
Run renewal blasts and follow-up sequences for third parties who have not uploaded or whose policies are expiring soon.
CollectionMagic-link collection
Send carriers and affiliates a scoped upload link — no account required. COIs and W-9s land directly in your review queue.
Ready to get started?
Start free with magic-link collection and the compliance dashboard.