Guide
How do you keep track of contract and insurance renewals?
Put every renewal date in one list and get a heads-up 30 days out. Most small businesses find out about a renewal when the charge hits, and by then it's too late to shop around.
Video, 44 seconds. Transcript below. Watch on YouTube
Why renewals sneak up
Insurance, licenses, contracts and software all renew on their own dates, and the reminders live in a dozen inboxes and file folders. Nobody keeps the master list up to date, so the auto-renewal goes through or the late fee shows up.
How the agent handles it
- It reads what you already have. The contracts, policies and renewal emails in your email and files.
- It pulls every renewal date into one list: insurance, licenses, contracts and software.
- It gives you a heads-up 30 days out, so you renegotiate or cancel instead of eating an auto-renewal or a late fee.
- Canceling is still your call. It tells you what's coming. You decide what to keep.
The monthly charges nobody remembers
From the bank and card exports you drop in, it can also list every recurring charge and flag the ones nobody uses. It reads. It never moves money.
Check the list once
The first time it builds the list, look it over. If a policy or contract never came through email or your files, add it yourself so it's tracked too.
Questions owners ask
Does it need access to my bank?
No. For recurring charges it works from the exports you drop in.
Will it cancel anything for me?
No. It gives you the heads-up. Anything that sends, spends or deletes waits for your OK.
What does it cost?
A Professional install starts at $2,500. Every install includes the first 30 days of the Care Package free; keep it after that for $195 a month if you enroll. You also pay Anthropic directly for your Claude subscription. Full details are on our pricing page.
What computer do I need?
A Windows computer you own that can stay on. Mac isn't tested yet.
Video transcript
How do you keep track of contract and insurance renewals? Most small businesses find out when the charge hits. An AI agent can read the contracts, policies and renewal emails you already have, and pull every renewal date into one list: insurance, licenses, contracts and software. Thirty days before each one, it gives you a heads-up, so you renegotiate or cancel instead of eating an auto-renewal or a late fee. From the bank exports you drop in, it can also list every recurring charge and flag the ones nobody uses. Canceling is still your call. CommandKey installs an agent that does this on your own computer. Get a free week audit at commandkey.ai.
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