A place to store Insurance for vendors and contractors. Be able to run a report based on insurance and the insurance expiration date from vendors or contracts. We would like to run a form letter to email or mail to the vendor about getting a certificate of Insurance to the agency.
Our town has our insurance certificates in our contracts with a scanned copy attached. We can also run a report by expiration date.
Also would be very useful if after login into MCSJ you would get a pop-up notification ( for example like we do now when a PO is waiting for approval ) letting you know a COI or contract located in the Vendor Maintenance section is expiring. If possible have the ability to enter date and time of when to start alerting you know its getting close to expiring so we can notify the vendors via email hey need to submit a current COI or renew a contract.