Small business · Example workflow
Stay ahead of license and insurance renewals
One calendar for permits, policies, and subscriptions, with reminders ahead of each date.
Example request
List every business license, permit, insurance policy, and software subscription we have, using the renewal emails and PDFs in my inbox and Google Drive. Put each renewal date and cost in a sheet, set reminders 30 days ahead, and compare our general liability renewal quote with the last two years. Tell me about any price increase over 10 percent.
How the agent works through it
- Find renewal notices, policies, and invoices in the sources you connect.
- Build a renewal sheet with dates, costs, and year-over-year changes.
- Set reminders and flag large increases.
What comes back
A renewal calendar with costs, and a note on anything that went up sharply.
What needs your approval
You decide what to renew or cancel and approve every payment.
Sharing with others
Share the renewal calendar with your bookkeeper or business partner.