Termination & Rollover Automation

Goal: Automate renewal outreach and end-of-term actions.

• Identify contracts approaching termination (30/60/90-day windows)

• Applies Event Templates

• Trigger workflows based on time/status change

• Bulk termination/rollover management

• Template-driven email/SMS sequences (mail merge)

• Auto-generate extension offers

• Task orchestration for inspections, buyouts, and final invoices

• Funnel analytics: contacted → responded → rolled over

• Full audit history