Add Insurance to a Company Record in the Company Directory
Objective
To add insurance information (e.g., insurance policies, insurance certificates and other supporting documents) for a vendor (i.e., contractor, subcontractor or other vendor) in the Company level Directory tool.
Background
Things to Consider
- Required User Permissions:
- 'Admin' on the Company Directory.
Note: To grant users read only access to view insurance information, see Grant Granular Permissions in a Permission Template.
- 'Admin' on the Company Directory.
- Recommendations:
- If you want to add an Insurance Provider as a vendor/company in your Company Directory, add the provider first. See Add or Edit a Vendor/Company to the Company Directory.
- If your company has enabled the ERP Integrations tool, the following is also true:
- The Vendor Insurance from Sage 300 CRE® will be synced with Procore's insurance: Insurance Type (e.g., General, Automotive, Umbrella and Worker's), Effective Date, Expiration Date, Limit Amount, Name, and Policy Number.
- Additional Information:
- Updates to a vendor's insurance record are listed in the Change History tab.
- Follow the steps below only when you want to add global insurance (a.k.a., "company insurance") to the company record.
- If you want to add project insurance to a vendor record, you must do that in the Project Directory. See Add Project Insurance to a Company Record in the Project Directory
Demo
Steps
Add Insurance Information for a Vendor
- Navigate to the company's Directory tool.
- Click Companies.
- Locate the desired company in the list. Then click Edit.
Note: If the company record does not exist, you must add it first. See Add or Edit a Vendor/Company to the Company Directory. - In the vendor's record, click the Insurance tab.
- Click Add Company Insurance.
- In the Add Insurance to
Insurance Information (Global) page, complete the following: - Click Add.
This adds the information as a line item in the vendor's Insurance tab.