How do I send a COI expiration notice to a tenant or vendor?

This article describes how you can send an expiration notice to a tenant or vendor from the expired COI.

To send an expiration notice:

1. Click Go To > Certificate of Insurance > COI Dashboard.
2. Use the SEARCH button and/or filters to locate the intended COI.
3. Click the COI NAME to access the expired COI. Note: Expired COIs are denoted by a red colored umbrella icon.
4. Hover over SHARE, and click Send Expiration Notice.
5. The message will default with a simple message indicating the specific coverage component and end date, however, you can add additional text to the notice by entering it into the MESSAGE field.
6. (Optional) A default SUBJECT and SENDER ALIAS is supplied, however, you can edit these fields to your preference.
7. Select your message recipients, and click SEND. Note: Expiration notices contain a hyperlink that allows the recipient to upload a renewed copy of their COI back into the application. When the attachment is uploaded the application begins the framework for a renewed COI.