Insurance and Document Expiry Tracker
What you get
No customer takes part with an expired policy because nobody noticed the date.
- Policy or document record per customer: provider, number, expiry date and file
- Automatic email to the customer before the expiry date
- List of expired and soon-to-expire records for your staff
- Status shown on the customer record
Who it suits
A sports, education or service business that must keep a valid insurance policy or certificate on file for each customer.
What we need from you
Admin access to your Zoho Creator app, the document types you track, and how many days ahead to send the reminder. No account yet? Sign up for Zoho Creator.
How it starts
1. Use Add to Cart above and check out, or write to us first to confirm fit.
2. We contact you to schedule a kickoff call.
3. We confirm scope and access with you, then start the work.
Billing questions
Who bills me?
Creator Scripts invoices you in MXN.
What does the price cover?
The scope listed above for one app in one Zoho organization, in MXN before IVA. Anything outside the scope is quoted before we start.