A single reminder fails in two ways: too early and it's ignored ("plenty of time"), too late and there's nothing you can do about it. Renewals aren't events, they're small projects — paperwork, payments, sometimes CPD points or negotiations. A staged cadence maps to that reality.
What each interval is for
- 90 days — the planning window. Time to compare insurers, renegotiate a lease, or start a CPD sprint if points are short.
- 60 days — the action window. Forms get submitted, quotes come back, decisions get made.
- 30 days — the safety net. If nothing has happened yet, this is the last comfortable moment to fix that.
- 7 days — the alarm. Something has gone wrong upstream; this reminder exists so a lapse is never a surprise.
Why it goes to more than one person
Reminders that go to a single inbox die with vacations and staff turnover. Send every reminder to the practice's shared address and CC the practitioner it belongs to — two chances to catch it, and the person who has to act hears about it directly.
This cadence is baked into Coria: every active item gets exactly these four emails, deduplicated so you're never spammed, re-armed automatically when you roll the date forward after renewing.