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