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Procore

Commitments & Directory: Insurance Expiration Emails Sent to Invoice and Primary Contacts

This announcement represents a single point in time. Future releases may impact the information below.


 

Previously, when a vendor's insurance policy was set to expire in Procore, the system sent your company's Internal Insurance Manager (see Designate an Insurance Manager for Your Procore Company) an automated email notification within two (2) weeks of an insurance policy's expiration date.

Now, a vendor's Invoice Contact (see Add a Company to the Company Directory or Create a Subcontract) and a Primary Contact will also receive an automated email notification as well. 

Procore will send the insurance manager and invoice contact a daily email notification until the expiring information is updated. An invoice contact can be created at your company's Directory tool or your project's Commitments tool (see Add a Company to the Company Directory or Create a Subcontract).