COI IssuanceDemo
Lockton TPA · Linked to LinkSquares contract executions
📋 LinkSquares — Contract Executed
→⚡ Fields Pulled — Webhook Auto-Extract
→📨 Lockton — COI Request
→✅ Auto-Distribute to Contacts
2 COIs expiring within 30 daysSubmit renewal requests to Lockton to avoid lapse in coverage.
Active COIs
3
Pending — Lockton
2
Expiring in 60d
2
Linked to LinkSquares
5
🔗 LinkSquares
Recent Activity
✅
COI auto-distributed — Sunridge Retail, sent to 2 contacts
Today, 10:14 AM
⏳
Follow-up sent to Lockton — Maple Grove, no response in 48hrs
Today, 9:02 AM
🔗
New contract executed — Harbor View Hotel pulled from LinkSquares webhook
Yesterday, 4:33 PM
⚠️
COI expiry alert — Riverside MOB expires Apr 28
Yesterday, 8:00 AM
🔗
Contract executed — Pacific Coast Industrial Bldg D, fields extracted
Mar 24, 2:18 PM