Reference

Document expiry windows: a reference table

Every document type has a natural cadence. Get the reminder windows right and renewals happen on time without heroics.

4 min read Updated 1 July 2026

Default expiry & reminder windows

DocumentTypical validityFirst reminderEscalate
Public liability insurance12 months60 days out14 days out
Employers' liability12 months60 days out14 days out
Professional indemnity12 months60 days out14 days out
ISO 270013 years (annual surveillance)90 days out30 days out
Cyber Essentials12 months45 days out14 days out
SOC 2 Type II12 months (rolling)60 days out30 days out
Filed accounts12 months60 days out30 days out
DBS checkAs per policy (often 3 years)60 days out14 days out
Right-to-work (time-limited)Per visa90 days out30 days out
CSCS card3–5 years60 days out14 days out
Waste carrier licence3 years60 days out14 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

Two ways to act on this guide right now - one hands-on, one to read next.

Put this into practice today.

Start a free Credbase workspace, add your first supplier and share a live document pack in ten minutes.