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Procore Support (en-au)

Update Expiring Insurance for a Vendor in the Company Directory

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

Steps

  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. 


     
  2. Click the View Insurance link.
  3. Choose from these options:
    • If you are logged into Procore, the Insurance subtab of the vendor's record appears in your web browser. Continue with the next step. 
      OR
    • If you are NOT logged into Procore, see Register in to Procore Web. The system reveals the Insurance subtab of the vendor's record. Continue with the next step. 
  4. Choose from these options:
    Note: 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: Insurance Type (e.g., General, Automotive, Umbrella, and Worker's), Effective DateExpiration DateLimitName, and Policy Number
    • To make a simple edit, you can change the value in any cell with the blue caret symbol. 
      OR
    • To change the status, add an attachment or enter some notes about the insurance, click Edit. In the window that appears, add or edit the insurance information as needed (Note: To learn about the options in this window, see Add Insurance for a Vendor in the Company Directory). 
  5. Click Save
    You have successfully updated the insurance information. 

See Also

 

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