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
Your next step
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Expiry reminder calculator
Enter a document expiry date and get sensible reminder dates plus a calendar file you can drop into Outlook or Google.
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Certificate of insurance (COI) tracking: the complete guide
How modern teams collect, verify and monitor certificates of insurance from suppliers and subcontractors, without spreadsheets or missed renewals.
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