Subcontractor Certificate of Insurance Tracking

Does Sage 300 have the ability to send out email notifications to subcontractors with expiring insurance certificates?

  • Hi Cindy,

    In addition to the many things it can do, the MyAssistant module can be configured to automatically send emails to vendors whose certificates are expiring.

    You can search YouTube for videos regarding My Assistant to see more of the included features.

    Let me know if you would like a quote for MyAssistant.

    Thanks!