Update Expiring Insurance for a Vendor in the Company Directory

Background

Procore automatically emails your when a vendor's policy is set to expire in Procore. The system sends daily reminders starting two weeks before the expiration date and continues for up to 60 days after, or until the policy 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.

Prerequisites

Steps

Tip icon Tip

First add an Insurance Provider as a company in your Company Directory. See Add or Edit a Vendor/Company to the Company Directory.

  1. In your email client, open the 'Expiring Insurance' email from Procore.

  2. Click the View Insurance link.
    expiring-insurance-email.png

  3. If you are not logged into Procore, log in.

  4. Update the value in any cell with the blue caret symbol.
    OR
    Click Edit to change the status, add an attachment, or enter insurance notes.

  5. Click Save.