Set it up once.
Connect the places your documents already land. From then on they arrive filed and understood, every date with what to do.
Free forever: keep 250 documents, with 25 understood in full. No card to enter.
Insurance
Keep a certificate of insurance until the next one replaces it, then a year more.
The newest one is the one that counts. The one before it is kept a year for a claim or a question about the earlier term.
What it is
Certificate of insurance is a certificate under Insurance, also called COI.
What Thaw takes off the page
Carrier · Insured · Expires
Every value is copyable and correctable, and a correction is never overwritten. Numbers that identify you (account and policy numbers, VINs) stay sealed and are blanked from search.
What Thaw watches for
The expiryComes up 30 days ahead. Clients and landlords who require a current certificate will ask for a new one.
When to shred
A year after the next one replaces it. Thaw notices the replacement, files the older one behind it, and counts the year from there.
Also under Insurance
Claim letter · Coverage summary · Dental or vision plan · Health plan · Homeowners policy · Insurance card · Every kind
Emaila rule you set once3 this week
Google Drivethe Family folder, watched2 this week
Scannersends straight to Thaw1 this week
Phonethe camera, for what only exists on paper
This week: 6 arrived, 6 filed, none touched by hand.