To review and track insurance compliance for a commitment when using Procore Pay.
Procore Pay adds a 'Compliance' tab to a project's commitment contracts. The controls in this tab work with the 'Insurance Compliant' setting in the Payment Requirements tab of the Company level Payments tool. Together, they let your team review and track your downstream collaborator's insurance certificates to ensure that your payee's required insurance information is valid (i.e., not expired) before releasing invoice payments with Procore Pay.
With Procore Pay, there are two (2) methods for managing insurance compliance for the 'Contract Company' associated with a commitment. Your team can choose to use one (1) of these methods:
The steps to follow depend on the management method your team decides to use:
If your company simply wants to track whether a commitment is compliant with insurance requirements or not, users with the appropriate permissions can input the commitment's status directly in the Commitments tool.
When managing insurance compliance status with the Commitments tool, you do not use the Add Insurance button. The add button is only used when managing insurance documents and compliance status with the Directory tool. See Manage Insurance Documents and Compliance Status with the Directory Tool.
If your company adds insurance documents for your contractors, subcontractors, and vendors in the Company and/or Project Directory tools, Procore automatically manages the insurance compliance status of each document for you.
To add new insurance information, choose the appropriate option:
When adding the first insurance document... | For subsequent insurance documents... |
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After you choose a menu option, Procore launches the Company or Project level Directory tool and opens the company profile of the 'Contract Company' to the Insurance tab. You can then follow the steps in:
If the 'Contract Company' on the commitment has any existing insurance information stored in the company profile of the Directory tools, that insurance information appears as rows in the table in the commitment's Insurance card.
This table details the elements of the Insurance card in a commitment.
Element | Type | Description |
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Add Insurance or Edit | Menu Buttons | Users with the appropriate permissions can either click the Add Insurance button (if this is the first insurance entry) or the Edit button (if this is a subsequent insurance entry) and choose one (1) menu option:
NoteThe Add Insurance and Edit menu buttons are only visible and available to an invoice administrator who is also a designated Insurance Manager (see Designate an Insurance Manager for Your Procore Company) or granted 'Admin' level permissions on the Company level Directory tool. |
Compliance Status | Status | Procore looks at the insurance information stored in the Directory tools to determine the commitment's status:
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Name | Field | Shows the name from the Company or Project Directory. Typically, users enter the name of the insurance certificate, policy, or document in this field. |
Level | Field | Shows whether the insurance information was added to the Company or Project Directory. |
Effective Date | Field | Shows the effective date for the insurance information in the Company or Project Directory. |
Expiration Date | Field | Shows the expiration date from the Company or Project Directory. These icons also alert users when the insurance is nearing or past the expiration date:![]() ![]() Note: Expiration notifications are managed in the Procore web application's Directory tool. To learn how to configure notifications, see Add Project Insurance to a Company Record in the Project Directory and Add Insurance to a Company Record in the Company Directory. |
Notes | Menu | Shows any notes for the insurance information in the Company or Project Directory. |
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To edit existing insurance documents, click the Edit button and choose the Company Insurance or Project Insurance menu option. This launches the corresponding Directory tool and opens the company profile to the Insurance tab.
Next, click the Edit button in the Insurance tab of the company profile in the corresponding Directory tool. To learn about your editing options, see:
Insurance documents must be removed from the Directory tools. To remove insurance, click the Edit button and choose the Company Insurance or Project Insurance menu option. This launches the corresponding Directory tool and opens the company profile to the Insurance tab.
You can then follow the steps in: