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Tenant Insurance Expiration Management

Each week, this Bot notifies tenants who have not submitted proof of insurance renewal and adds insurance assessment to bill.

Industry:

Real Estate

Function:

Property Management

Steps

  1. Log in to Property Management Software.
  2. Pull Tenant Insurance Expiration Report.
  3. For each Tenant, email notification of expired insurance.
  4. Add assessment amount to Tenant invoice.
  5. Update exceptions and results log.

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