Policy calendar
Your insurance year, at a glance.
Upload the certificates for your own business's coverage. Collateral reads them, puts every renewal on one timeline, and suggests what's worth doing as each one approaches.
- Free for up to 50
- No credit card
- They don't need an account
How it works
Policy calendar
- 1
Upload what you have
Certificates of your own coverage. Collateral reads the policies on them.
- 2
See your renewals
Every policy's renewal date on one timeline, with policies that renew together grouped into one renewal.
- 3
Get ahead of them
As a renewal approaches, Collateral suggests what's worth checking, from reviewing coverage to gathering documents.
Policy calendar
The details
Know where you are
Each renewal moves through clear stages, from mid-term to planning to the final 30 days.
Suggestions, not alarms
Timely, plain-language suggestions you can mark done or not relevant.
Spot gaps
If your business details suggest a policy you don't have on file, like workers comp with employees, Collateral mentions it.
Next to everyone else's
Your own policies live alongside the certificates you collect, in the same account.
Private to your business
No one you work with sees your policies unless you choose to share them.
Help if you want it
Optional access to licensed insurance professionals when the timing makes sense. No hard sell.
Works well with
Everything it takes to keep certificates current.
Give your own insurance a home.
The policy calendar is free on every plan.