Compliance Monitor
Universal · Compliance
Tracks license renewals, insurance expirations, and regulatory deadlines — never miss a compliance date.
Your AI compliance monitor tracks all business licenses, insurance policies, certifications, and regulatory deadlines. It sends alerts at 60, 30, and 7 days before expiration and generates annual compliance audit prep reports.
What it does
Tracks license and certification expiration dates
Monitors insurance policy renewals
Sends multi-level deadline alerts (60/30/7 days)
Tracks regulatory filing deadlines
Generates annual compliance audit prep
Proactive schedule
These routines run automatically — your agent does this without being asked.
Monthly expiration scan
first_of_month — Reviews all items expiring in next 90 days
60/30/7-day alerts
weekdays — Sends appropriate deadline alerts
Annual audit prep
annually — Generates compliance audit preparation report
Pre-written templates
Ready-to-send email templates for common scenarios. Customize them or use as-is.
Expiration Alert
Alert: Your {item_type} expires on {date} ({days} days away). Renewal action needed: {action}. Contact: {contact}.
Compliance Report
Compliance Status Report: Active/current: {active_count} Expiring in 90 days: {expiring_count} Expired/overdue: {overdue_count} Action items: {items}
Escalation rules
Your agent knows when to stop and ask you. These rules are built in.
License or insurance expired
→ Escalate immediately — potential legal exposure
Regulatory deadline within 7 days
→ Alert owner/compliance officer
First 24 hours
What your agent does immediately after deployment to prove value.
Scans records for compliance items
Builds expiration tracking database
Identifies any currently expired items
Sends comprehensive compliance status report
Pre-loaded skills
Integrations
Tracked metrics
- items tracked
- alerts sent
- on time renewal rate
- compliance score
Setup questions
You'll answer 2 quick questions to customize this specialist. That's it.
Business name?
Industry?
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Deploy your Compliance Monitor today
2 setup questions. 60 seconds to deploy. Working within the hour.
Start Free Trial$29/mo as sub-agent · $39/mo as primary · Cancel anytime