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Update Expiring Insurance for a Vendor in the Company Directory

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Objective

To update an expiring insurance policy for a vendor in the Company level Directory.

Background

When a vendor's insurance policy is set to expire in Procore, the system sends your company's insurance manager automated email notifications starting two (2) weeks before an insurance policy's expiration date. Procore will continue to send the insurance manager a daily email notification for up to sixty (60) days after the expiration date, or until the insurance expiration date is updated.

Things to Consider

  • Required User Permissions
  • If you have enabled the ERP Integrations tool for Sage 300 CRE, the following insurance fields in a Procore company record are now locked when Procore's data synced with Sage 300 CRE. You must make these updates in the integrated ERP system: Insurance Type (e.g., General, Automotive, Umbrella and Worker's), Effective Date, Expiration Date, Limit, Name, and Policy Number. 

Steps

 Tip
First add an Insurance Provider as a vendor/company in your Company Directory. See Add or Edit a Vendor/Company to the Company Directory. 
  1. In your email Inbox, open the 'Expiring Insurance' email from Procore.
    Note: If a company has expiring global or project insurance, the vendor and insurance information appears in the appropriate section. If an insurance policy is expired, the 'Expiration Date' appears in RED. 

    expiring-insurance-email.png
     
  2. Click the View Insurance link.
  3. If you are not logged into Procore, log in.  
  4. Change the value in any cell with the blue caret symbol. 
    OR
    Click Edit to change the status, add an attachment, or enter some notes about the insurance.
  5. Click Save.