Refresh customer data on a schedule set by risk
Schedule reviews by risk score, choose what must stay current and let Bits ask customers to update it before it expires.
What’s included
Schedules by risk
Apply a review schedule to customers in a risk score range, for example everyone from 3.0 to 4.0.
Monitored properties
Pick the properties that must stay current, such as address, company status or specific questionnaire answers.
Refresh frequency
Set how old each property may get, for example 12 months.
Advance notice
Get notified before properties expire, so reviews don’t slip.
Questions
Short answers about Periodic reviews
