Automatic reminders
Follow-ups that send themselves.
Collateral reminds people who haven't responded, and asks for the renewed certificate before a policy expires. You find out when it's done, not when it's late.
- Free for up to 50
- No credit card
- They don't need an account
How it works
Automatic reminders
- 1
A request goes unanswered
Collateral sends polite reminders 3, 7 and 14 days later.
- 2
A policy nears expiration
60 days out, Collateral opens a renewal request and reminds them 30, 14, 7 and 1 day before it expires.
- 3
It stops on its own
The moment they upload, the reminders stop. No one gets nagged for something they've sent.
Automatic reminders
The details
A sensible cadence
Frequent enough to get an answer, spaced out enough not to annoy anyone.
Follows the handoff
When someone forwards a request to their agent, reminders go to the agent instead.
Bounced emails flagged
If an address can't be reached, Collateral stops sending to it and asks you for a better one.
Respectful by default
People can opt out of automated reminders. Requests you send yourself still go through.
Never a burst of catch-up emails
A reminder that can't go out on time is skipped, not sent late in a pile.
A weekly summary for you
One email a week tells you what came in and what still needs you.
Works well with
Everything it takes to keep certificates current.
Never chase an expired certificate again.
Free for up to 50 people and businesses. No credit card.