What to store in the case
Policy number, insurer, start and end dates, coverage amount, and the policy PDF in one document record. A photo of the policy works as backup evidence.
DASK tracking
If a DASK policy lapses, both tenant and owner face risk. Recording expiry when opening the case avoids last-minute searches.
When are reminders enough?
Alerts at 30, 7, and 1 days before expiry suit most offices. A dashboard list of upcoming deadlines helps prioritize busy portfolios.
How to archive renewals
Add the new policy as a separate version instead of overwriting the old one. Auditors can see which policy applied in each period.