Policy expiration alerts

Who this is for

Agency Owners and Managers who need to stay ahead of expiring client policies.

Before you start

• Sign in to your Koffyr agency portal.
• Policies must be added to an insured before expiration tracking begins.

Step-by-step

Read the expiration badge

1. Open any insured’s detail page and scroll to the Policies card.
2. Policies within 60 days of expiration show a colored badge next to the expiration date:
   • Yellow — expiring within 60 days
   • Amber — expiring within 30 days
   • Red — expiring within 7 days
   • Red (Expired) — past expiration date
3. No badge appears for policies with more than 60 days remaining.

This badge is live today — it’s the fastest way to see what’s coming due.

What happens next

• Once a policy is renewed (expiration date updated), the badge updates and no further alerts fire for the old expiration date.

Coming soon

• Automatic expiration reminder emails. Koffyr does not yet send you an email when a policy is approaching expiration — this is not live in production yet. When it ships, Owners and Managers will get a reminder email at 60, 30, and 7 days before a policy expires, with a direct link to the insured detail page. Until then, use the expiration badge on the insured detail page (above) to track upcoming renewals yourself.

Troubleshooting

• I am not receiving reminder emails. This is expected right now — automatic expiration emails are not yet live (see “Coming soon” above). There’s nothing wrong with your account or role; check the expiration badge on each insured’s Policies card instead.
• A policy shows an expiration badge but is already renewed. Update the expiration date on the policy record — the badge recalculates from the stored date.

Related

• Insured details — view and update policies for a specific insured.
• Your insured directory — browse all insureds.

Last verified: 2026-07-14