Default expiry & reminder windows
| Document | Typical validity | First reminder | Escalate |
|---|---|---|---|
| Public liability insurance | 12 months | 60 days out | 14 days out |
| Employers' liability | 12 months | 60 days out | 14 days out |
| Professional indemnity | 12 months | 60 days out | 14 days out |
| ISO 27001 | 3 years (annual surveillance) | 90 days out | 30 days out |
| Cyber Essentials | 12 months | 45 days out | 14 days out |
| SOC 2 Type II | 12 months (rolling) | 60 days out | 30 days out |
| Filed accounts | 12 months | 60 days out | 30 days out |
| DBS check | As per policy (often 3 years) | 60 days out | 14 days out |
| Right-to-work (time-limited) | Per visa | 90 days out | 30 days out |
| CSCS card | 3–5 years | 60 days out | 14 days out |
| Waste carrier licence | 3 years | 60 days out | 14 days out |
How Credbase uses these
Credbase applies these defaults automatically to typed documents. You can override per document or per supplier if your policy is different.
Frequently asked questions
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