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Procore Support (en-au)

Designate an Insurance Manager for Your Procore Company

Objective

To designate a user as an insurance manager for your company's Procore account. 

Background

In Procore, an insurance manager is an internal employee (or multiple employees) at your company who will serve as your organization's primary point of contact(s) for ensuring that the insurance policies for your vendors (e.g., contractors, subcontractors, and other vendors) are in compliance with requirements and that their policy and certificate information is kept up-to-date in Procore. Insurance information for your vendors can be added and maintained in Procore's Company and Project level Directory tools. The responsibilities of an insurance manager include:

  • Adding insurance policies to the vendor records in the Directory tool.
  • Receiving automated email notifications from Procore about the expiration of vendor insurance policies. 
  • Updating insurance policy information as it changes.
  • Removing insurance information from your vendor records when the information is no longer relevant.

Things to Consider

  • Required User Permissions:
  • Additional Information:
    • There is no limit on the number of users who can be designated as insurance managers.
    • An insurance manager is typically an employee of your company.
      • If the manager has 'Admin' permissions on the Company Directory, they are responsible for managing the insurance records for ALL of the companies (e.g., subcontractors, vendors, suppliers and so on) in your Company level Directory tool. 
      • If the manager has 'Admin' permissions on the Project Directory, they are are responsible for managing the insurance records for ALL of the companies (e.g., subcontractors, vendors, suppliers and so on) in your Project level Directory tool. 
    • If you want your Insurance Manager to be alerted by an automated email notification when an insurance certificate is close to its expiration date, see Insurance Notification Emails

Steps

  1. Navigate to the Company level Directory tool.
  2. Click the Users tab.
  3. Click Edit next to the user you want to designate as an insurance manager.
  4. Mark the Is an Insurance Manager of [Company Name]? checkbox.
  5. Click Save
    This designates the user as an insurance manager for your company's Procore account. They will receive email notifications for expiring insurance records added to the Company level Directory and added to the Project level Directory for projects they have been added to.
    Note: This user's name will now appear in the 'Insurance Notification Emails' list in the Company level Admin tool.

See Also