To add insurance information to company records in the Company level Directory tool.
An insurance manager can use the steps below to add insurance information (for example, insurance policies, insurance certificates, and other supporting documents) for the contractors, subcontractors, or other vendors who have company records in the Company level Directory tool.
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 your combined single limit amount is two million dollars, enter 2,000,000). Note: You can enter up to seventeen (17) characters.
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?: Mark this checkbox to have automatic notification emails sent to users designated as insurance managers in your Directory and the vendor's primary contact and invoice contacts when the insurance is about to expire. See Who receives notification emails when a vendor's insurance expires?
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:
Notes. Type any additional information about the insurance.
Additional Insured. Add a free-text entry about any additional insured entities for the Certificate of Insurance (COI).
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.