Question 1

What reminder cadence does Tallymark use?

Accepted Answer

Tallymark sends email reminders 90, 60, 30, 14, and 7 days before an item’s expiration date. The same cadence applies to each active tracked item.

Question 2

Does the software complete the renewal for me?

Accepted Answer

No. Tallymark does not submit forms, contact an agency, renew a policy, or decide what requirements apply. It keeps the review work visible and reminds you when to act.

Question 3

Why use Tallymark instead of a spreadsheet?

Accepted Answer

A spreadsheet can be useful, but Tallymark keeps the date, status, notes, private document, and email cadence in one purpose-built record so the review does not depend on one person’s file.