View Insurance Compliance Statuses for a Commitment (Alberici Enterprise)

Background

The Enterprise Risk Management team utilizes myCOI in collaboration with our Trade Partners to track certificates of insurance  and verify insurance coverage. Insurance policy information and its current status are automatically integrated from myCOI to Procore, with an integration that runs every two hours. This ensures data stays up to date while giving project teams greater visibility into policy details and compliance status without needing to leave Procore. 

Insurance Compliance is tracked at the project level within Procore. There are two (2) methods for viewing insurance compliance for the 'Contract Company' associated with a commitment. Your team can choose to use one (1) of these methods:

• View Insurance Compliance Statuses with the Commitments Tool
  • Provides basic insight into the Insurance policies with status indicators of Compliant or Non-Compliant, and detailed notes and requirements needed to obtain compliance.
    OR
• View Insurance Compliance Statuses with the Project Directory Tool
  • Provides detailed insight into Insurance policies, more graunular statuses, and detailed notes and requirements needed to obtain compliance.

View Insurance Compliance Statuses with the Commitments Tool

If Procore Pay is not enabled on your project, you can access Insurance information from the commitments tool by following these steps, which will automatically redirect you to the Project Directory record.

1. Navigate to the Project level Commitments tool. 
2. Under the Contracts tab, locate the commitment to work with.
3. Click the Pop Out icon next to the Contract Company name.
   
4. If the 'Contract Company' has any existing insurance information, it will appear as rows in the Insurance tab
   Note: See Viewing the Insurance tab for additional details

Procore Pay adds a 'Compliance' tab to a project's commitments which lets you review and track your Trade Partner's insurance certificates to ensure that required insurance information is valid (i.e., not expired) before releasing invoice payments with Procore Pay.

1. Navigate to the Project level Commitments tool. 
2. Under the Contracts tab, locate the commitment to work with.
3. Click the Number link to open it. 
4. Click the Compliance tab. 
   
5.  If the 'Contract Company' on the commitment has any existing insurance information, it will appear as rows in the table of the Insurance Card
   

Viewing the Insurance Card

This table details the elements of the Insurance card in a commitment as they integrate from myCOI.

Element	Description
Compliance Status	For the overall Compliance Status to read 'Compliant', all listed insurance entries must also be in the 'Compliant' status.  Compliant. Indicates all insurance information is in the 'Compliant' status.  Not Compliant. Indicates that at least one (1) insurance entry is set to a status other than 'Compliant' in the Directory tools.  Important For a detailed breakdown of the Status of each individual line item, view the Status column of the Insurance Card table.
Name	Shows the insurance name/policy type
Level	Shows Project to indicate that insurance requirements are tracked a the project level
Status	Shows if the status of each policy is Compliant or Non-Compliant. For a complete breakdown of statuses, view the Insurance tab within the Directory.
Effective Date	Shows the effective date for the policy
Expiration Date	Shows the expiration date of the policy. These icons also alert users when the insurance is nearing or past the expiration date:  Expiring Soon. Starts showing 14 days before the expiration date set for the insurance.  Expired. Starts showing one (1) day after the expiration date set for the insurance. Note: If the expiration date passes before a renewal certificate is submitted, the Compliance Status will automatically update to Not Compliant.
Notes	Shows dated notes for the insurance information. This will list all details for any policy listed as Non-Compliant.

View Insurance Compliance Statuses with the Project Directory Tool

1. Navigate to the Project level Directory tool. 
2. Under the Users tab, click the Company Name hyperlink
   Note: If multiple directory entries exist for a company, ensure you are selecting the directory entry that matches the 'Contract Company' on the Commitment.
   
   OR
   Under the Companies tab, click View next to the Company Name
   
3. If the Company has any existing insurance information, it will appear as rows in the Insurance tab
   

Viewing the Insurance tab

This table details the elements of the Insurance tab in the Directory for fields that integrate from myCOI.

Status Table

This table details the statuses that display in the Insurance tab in the Directory.