Payment Notices
Know when premiums are due and when saved payment details should be checked.
Alert Timeline
Useful reminders before the deadline gets close.
Build alert windows around renewals, claim filing periods, open enrollment, inspection tasks, and payment due dates.
Default Alert Flow
Three checkpoints keep policy work manageable.
Each reminder is designed to trigger a practical action instead of another vague notification.
45 days
Review coverage, confirm details, and compare renewal options.
15 days
Gather documents, update contacts, and confirm payment readiness.
2 days
Finish final actions before the policy or claim deadline arrives.
Claim Windows
Track filing deadlines, document requests, and follow-up dates after an incident.
Renewal Reviews
Leave enough time to compare rates, limits, deductibles, and carrier changes.