Renewal tracking

Track expiring documents. Re-collect them automatically.

Insurance certificates, licenses, contracts, certifications — they all expire. Collectaro watches the dates and opens the next request by itself, so renewals stop depending on your memory.
Last updated: August 2026
Expiry trackers don't collect. Collection tools don't track.

Most teams run two systems: a spreadsheet (or reminder tool) that knows when things expire, and an email thread that does the actual collecting. Collectaro is both — the tracked date and the collection request are the same record, so when the date comes around, the request simply runs again.

How do I track document expiration dates?

Add the document to Collectaro with its expiry date — or upload the file and let the AI scanner read the date for you. Collectaro watches every date you track and starts reminding the right person ahead of time, on a schedule you choose. Licenses, insurance certificates, contracts, certifications: one list, always current.

How does automatic re-collection work?

When a tracked document approaches its expiry date, Collectaro opens a new collection request by itself and sends your vendor or client one link to upload the renewed version. You don't copy last year's email or set a calendar reminder — the request that worked last time simply runs again.

How do renewal reminders reach vendors and clients?

Over email, SMS, or WhatsApp — whichever actually gets a response. Reminders escalate as the date gets closer, stop the moment the renewed document arrives, and never nag someone for something they already sent. You see delivery status (sent, opened, replied) for every reminder.

What kinds of documents can Collectaro track?

Anything with a date: certificates of insurance (COIs), business and professional licenses, contracts and their renewal windows, employee certifications, equipment inspections, and permits. Each item keeps its own date, owner, reminder schedule, and document history in one place.

Renewal tracking questions

Yes. Track each vendor's COI with its expiry date, and Collectaro automatically sends the vendor a request for the renewed certificate before it lapses — with reminders that keep going until the new COI is uploaded.

It doesn't just expire quietly. Collectaro flags it, keeps reminding the responsible person, and shows it as outstanding on your dashboard until the renewed document is in and approved.

Yes — bulk-import from a spreadsheet. Most teams move their whole tracking sheet over in one sitting.

Upload a contract or certificate and the AI scanner reads the dates and key details out of the document, so you don't have to type them in by hand.

Put your renewals on autopilot.

Free for 14 days. Import your expiry list and let the first reminders go out today.

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