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Procore

Add Insurance for a Vendor in the Project Directory

Objective

To add insurance information (e.g., insurance policies and certificates) to a vendor record in the Project level Directory tool. 

Background

In Procore, an insurance manager is an internal employee (or multiple employees) at your company who will serve as your organization's primary point of contact(s) 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 policies to the vendor records in the Directory tool.
  • Receiving automated email notifications from Procore about the expiration of vendor insurance policies. 
  • Updating insurance policy information as it changes.
  • Removing insurance information from your vendor records when the information is no longer relevant.

 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Project level Directory tool.
  • Recommendations:
  • Additional Information:
    • If you have enabled the ERP Integrations tool for Sage 300 CRE, the system locks the following insurance fields when a Sage 300 CRE vendor with insurance information is synced with Procore: Insurance Type (e.g., General, Automotive, Umbrella, and Worker's), Effective Date, Expiration Date, Limit Amount, Name, and Policy Number.

    • Insurance updates are recorded in the Change History tab.

Demo

add-project-insurance.gif

Steps

  1. Navigate to the project's Directory tool.
    This reveals the Project Directory page.
  2. Choose one of these options:
    • Locate the desired company in the list and click Edit.
      OR
    • Click Add Company in the sidebar. 
  3. In the company's record, click the Insurance subtab.
  4. Click Add Project Insurance.
    This opens the 'Add Insurance to <Company Name> Insurance Information (<Project Name>)' window.
  5. Complete the data entry as follows:
    Note: If you have enabled the ERP Integrations tool for Sage 300 CRE, the system locks the following insurance fields when a Sage 300 CRE vendor with insurance information is synced with Procore: Insurance Type (e.g., General, Automotive, Umbrella, and Worker's), Effective Date, Expiration Date, Limit Amount, Name, and Policy Number.
    • Type. Enter the type of insurance coverage (e.g., General Liability, Umbrella/Excess Liability, Builder's Risk, Professional Liability, Pollution Coverage, and so on). 
    • Insurance Provider. Input the insurance carrier's name exactly as it appears on the insurance certificate.
    • Policy Number. Type the full policy number exactly as it appears on your certificate.
    • Exempt. If the company for which you are entering insurance information holds a certificate or affidavit of exemption, mark this checkbox (e.g., Workers' Compensation).
    • Limit Amount: Enter the limit amount for the insurance in this box  (e.g., If the your combined single limit amount is two million dollars, enter 2,000,000). 
      Note: You can enter up to seventeen (17) characters in the Limit Amount box.
    • Information Received: Mark this checkbox if you received the complete set of paperwork regarding this insurance.
    • Effective Date: Enter the effective date as it appears on the certificate.
    • Expiration Date: Enter the expiration date as it appears on the certificate.
    • Send Expiration Notification?: Marking this checkbox will send an email to any insurance managers in your Directory when the insurance is about to expire. To add a contact as an Insurance Manager, see Add a Person as an Insurance Manager.
    • Status.
    • Select one of Procore's default informational statuses from the drop-down list. See What are the default statuses for insurance in Procore?
      Notes:
      • Changing a status at a later time will NOT trigger any automated email notifications, because Procore's automated email notifications to the Insurance Manager are associated with the Expiration Date.
      • Because compliance and registration standards can vary between countries, states, cities, and by your organization's own standards and requirements, its recommended that your organization decide how best to apply the available informational statuses to vendors in your organization's Company Directory.  
    • Attachments: Click the Attach File(s) link or use the Drag-and-Drop File(s) area to add the relevant insurance policy, certificates, and any affidavits here. 
  6. Click Add.
    This adds the insurance information to the Insurance tab. 

 

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