Renewal documentsin before the quote is due.
Send policyholders one link. IDs, proof of address, and prior declarations come back checked, well before the renewal date.
Your whole book, renewing on time.
Send each policyholder their request a few weeks before the renewal. Here is a month of them from your side. Pick a row to see where it stands.
Renewals, next four weeks
- Sent
- Upload
- Flagged
- Reminder
- Renewal
Priya N.
Homeowners, renews Nov 9
9
- Proof of addressReceived
- Prior declarations pageReceived
- Signed applicationUploaded copyReceived
- Home inspection photosReceived
Activity
- Oct 27Request sent by text
- Oct 28Link opened, code confirmed
- Oct 28Proof of address uploaded
- Oct 30Prior declarations page uploaded
- Oct 31Signed application uploaded, home photos uploaded
- Oct 31All 4 items in, filed to Drive
All 4 in
Marcus T.
Auto and home, renews Nov 18
18
- Driver's licenseReceived
- Proof of addressUtility bill, after a pay stubReceived
- Prior declarations pageWaiting
- Vehicle registrationReceived
- Signed applicationUploaded copyReceived
- Home inspection photosReceived
Activity
- Oct 28Request sent by email
- Oct 29Driver's license uploaded
- Oct 30Vehicle registration uploaded
- Nov 1Proof of address flagged: a pay stub, not a bill
- Nov 2Utility bill uploaded in its place
- Nov 3Signed application uploaded, home photos uploaded
- Nov 5Reminder sent for the prior declarations page
5 of 6, reminded
Dolores W.
Auto, renews Nov 21
21
- Driver's licenseReceived
- Proof of addressPay stub, asked for a bill or leaseWrong document
- Vehicle registrationWaiting
Activity
- Nov 2Request sent by text
- Nov 4Driver's license uploaded
- Nov 6Proof of address flagged: a pay stub, not a bill
1 of 3, one flagged
Ken and Abby L.
Auto, renews Nov 23
23
- Driver's licenseWaiting
- Prior declarations pageWaiting
- Vehicle registrationWaiting
- Signed applicationUploaded copyWaiting
Activity
- Nov 7Request sent by email
Sent today
Harbor Insurance Group
Policy renewal documents
4 of 6 done
- Driver's licenseUploaded
- Proof of addressUtility bill or lease, last 90 days
Thanks! This looks like a pay stub. For proof of address we need a utility bill or lease from the last 90 days.
Tap to upload or take a photo
- Prior declarations pageStill needed
- Vehicle registrationUploaded
- Signed applicationSigned copy uploaded, PDF
- Home inspection photosUploaded
What Marcus sees from your link.
A one-time code, not a password.
Marcus confirms a code and starts uploading. There is no account to set up.
The wrong document, caught on the spot.
Try it on the phone: send a pay stub where proof of address should go.
Filed to your Google Drive or Dropbox.
Collevo processes uploads temporarily and does not keep them.How storage works
Questions agents ask, answered plainly.
How do clients verify it is really them?
They confirm a one-time code before uploading anything. There is no account or password.
What if a client uploads the wrong document?
Collevo notices and tells them what you actually need, for example a utility bill instead of a pay stub.
Where are client documents stored?
In your own Google Drive or Dropbox. Collevo processes uploads temporarily and does not keep them.
How Collevo handles filesIs there a record of what was sent?
Yes. Each request has a full activity log of opens, uploads, flags, and reminders.
Built for other trades, and how it works.
- Contractors and remodelersEvery photo and permit before the first day on site.
- Marketing and web agenciesBrand assets and approvals without the 40-message thread.
- Property managersApplications and move-in photos complete, the first time.
- AccountantsTax season documents without twelve separate emails.
- How it worksSend one link, your client uploads, and every file is checked and filed.
- All featuresNo-login links, upload checks, reminders, and files in your own storage.
Renewal documents, right the first time.
IDs, declarations, and signed forms come back checked, with the wrong document caught on the spot.
- Driver's licenseIn
- Proof of addressFix asked
Thanks! This looks like a pay stub. For proof of address we need a utility bill or lease from the last 90 days.
- Prior declarations pageIn
- Vehicle registrationIn
- Signed applicationOwed
- Home inspection photosOwed
Early access
Get early access to Collevo
Join the waitlist, or apply to be a design partner and use Collevo free in exchange for feedback.
Then a few quick questions
- What you do
- What you collect
- How much each month
Want to be a design partner? You can apply on the next step.
Renewed. Licenses, declarations, and proof of address.In before the renewal date.