COMPLIANCE
Insurance and warranties, expiry-aware. expiry-aware
Every policy. Every warranty. Coverage amounts, renewal dates, certificate documents — all in one place. Renewal warnings 90 days out.
90, 30 and 7-day warnings on every policy and warranty.
Two registers, one place
INSURANCE
Five policy types, all expiry-aware
Building insurance. Public liability. Employers liability. Contents. Engineering. Each policy captures insurer, policy number, coverage amount, premium, start and end dates.
- Per-company directory shared across buildings
- Optional per-building scoping for site-specific policies
- Status badges — Valid / Expiring (≤30 days) / Expired
- PDF certificates uploaded with each policy
WARRANTIES
Track every equipment warranty
Lift contracts. Boiler warranties. CCTV system covers. Per-building register with manufacturer, equipment, coverage description, and dates.
- Per-building scoping (warranties are equipment-specific)
- Equipment identifier and manufacturer
- Start and end dates with rollup status
- Document upload for each warranty certificate
ALERTS
Renewal warnings before they expire
90 days out, 30 days out, on the day. Configurable per user. Critical for buildings with statutory cover requirements.
- In-app notifications and optional email
- Per-user preferences
- Manager copy for high-priority policies
- Audit trail of every renewal
From adding a policy to renewing it
Add the policy
Insurer, number, coverage, dates, certificate PDF.
Renewal warning fires
90/30/0 days before expiry — assignee + manager notified.
Renew the policy
Add the new policy, link it to the old one.
Historic record preserved
Old policy stays for audit; new one takes over.
WHO IT'S FOR
Built for the people who own renewals
Insurance broker
Manages your portfolio's policies.
- Per-company view
- Renewal pipeline
- Coverage reports
Compliance manager
Verifies cover is current and accurate.
- Status dashboard
- Audit reports
- Document downloads
Property manager
Owns the portfolio's coverage.
- Cross-portfolio view
- Coverage gaps
- Renewal pipeline
Finance team
Tracks premiums and coverage costs.
- Premium reports
- CSV export
- Annual budgets
COMPARISON
Why not just track in a spreadsheet?
| Spreadsheet | Generic PM tool | SAMRISK | |
|---|---|---|---|
| 90-day renewal alerts | Manual | Sometimes | |
| Certificate document upload | In files | Add-on | |
| Per-building scoping | Multiple sheets | Limited | |
| Audit trail of renewals | Manual | Partial | |
| Coverage gap detection | Manual | ||
| Broker-friendly reports | Manual | Manual |
INTEGRATIONS
Connects with the rest of SAMRISK
Compliance calendar
Renewal dates alongside other regulatory deadlines.
Documents
Certificate PDFs stored in the building's filing.
Notifications
90/30/0 day reminder ladder.
Contractors
Cross-reference contractor PL/EL cover.
AVAILABILITY
In your plan?
Insurance & warranties included from the Business plan, or available as an add-on for Pro. See pricing →
Frequently asked questions
Yes — 90, 30, and 0 days before the end date. Configurable per user via notification preferences.
Why it matters
Insurance lapses get noticed at the worst possible time — usually right after an incident. SAMRISK puts every expiry date in front of the manager monthly so renewals happen calmly, not in crisis mode.