Hello!
I wondered if you could tell me if there is a way to track all of our different insurance policies through our CRM and flag for renewal, etc? It would be more helpful than having a separate excel SS in another location.
Thank you!
Linda
This is a very interesting use case that I hadn’t thought of before. 
This could be helpful not only for policies and renewals, but maintenance schedules and warranties etc. I’ll definitely be following this topic to see suggestions. (Sorry I don’t have any suggestions myself at this time.
)
1 Like
At my company, we manage Asana licenses for clients. We have to renew them every year. So we have one task per client, and we have a renewal project where we have again one task per client with a due date AND 3 emojis 
in front of the name so the tasks stand out when displayed in My Tasks. As soon as we renew we keep the same task and change the due date to a year later.
Does this help?
You could also work with subtasks on the policy task.