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Update Expiring Insurance for a Vendor in the Company Directory

Objective

To update an expiring insurance policy for a vendor in the Company level Directory.

Background

When a vendor's insurance policy is set to expire in Procore, the system sends 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. Procore will send the insurance manager a daily email notification until the expiring information is updated.

In Procore, an insurance manager is an internal employee at your company who serves as your organization's primary point of contact for ensuring that the insurance policies for your vendors (e.g., contractors, subcontractors, and other vendors) are in compliance with requirements and that their policy and certificate information is kept up-to-date in Procore. Insurance information for your vendors can be added and maintained in Procore's Company and Project level Directory tools. The responsibilities of an insurance manager include:

  • Adding insurance polices for your vendors to the Directory tool.
  • Receiving automated email notifications from Procore about expiring insurance policies for your vendors. 
  • Updating insurance policies as information changes.
  • Removing insurance information for your vendors when the information is no longer relevant.

Things to Consider

Steps

  1. In your email Inbox, open the 'Expiring Insurance' email from Procore.
    Note: If a company has expiring global or project insurance, the vendor and insurance information appears in the appropriate section. If an insurance policy is expired, the 'Expiration Date' appears in RED. 


     
  2. Click the View Insurance link.
  3. Choose from these options:
    • If you are logged into Procore, the Insurance subtab of the vendor's record appears in your web browser. Continue with the next step. 
      OR
    • If you are NOT logged into Procore, see Log in to Procore Web. The system reveals the Insurance subtab of the vendor's record. Continue with the next step. 
  4. Choose from these options:
    • To make a simple edit, you can change the value in any cell with the blue caret symbol. 
      OR
    • To change the status, add an attachment, or enter some notes about the insurance, click Edit. In the window that appears, add or edit the insurance information as needed (Note: To learn about the options in this window, see Add Insurance for a Vendor in the Company Directory). 
  5. Click Save
    You have successfully updated the insurance information. 
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Last modified
08:16, 29 Nov 2016

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