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Harvey Cleary

3 MIN READ
Construction
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Harvey Cleary streamlines subcontractor insurance compliance at scale—with Jones as an extension of the risk team.

Jessica Maxwell, Risk Management Specialist, oversees subcontractor insurance compliance at Harvey Cleary. With roughly 3,000 active records moving through their operation, “doing it the old way” wasn’t just time-consuming - it was unmanageable.

About Harvey Cleary

Harvey Cleary is a construction firm managing complex subcontractor relationships and insurance compliance requirements across thousands of active records.

Harvey Cleary partnered with Jones to modernize subcontractor insurance compliance, reduce administrative drag, and ensure reviews stayed accurate even as requirements changed.

Outcomes

3,000

outreach emails sent

~ 92%

of outreach emails receive a response

~ 10 min

per review

~ 3.5 years

Jones relationship

The challenge:
Email chaos + high volume = risk

Before Jones, managing subcontractor insurance often meant juggling high volumes of emails and attachments—COIs arriving separately from endorsements, multiple versions of documents floating around, and no easy way to track what was received, what was missing, and what had changed.

As Jessica put it, at their scale there was simply no way to manage compliance through email without slowing projects down or increasing the chance of mistakes.

“It was heavy volume of emails coming in… piecemeal things coming in. It was really tough to keep track of what went where and if we ever had to reference back.”
Jessica Maxwell
Jessica Maxwell Risk Management, Harvey Cleary

Why Jones:
Procore alignment + flexibility for real-world requirements

Harvey Cleary had experience with outsourced compliance support and platforms before Jones—but needed a solution that fit how they worked and could keep pace with how their contracts were written.

Two things stood out:

Procore integration — Harvey Cleary is deeply committed to Procore, and Jones’ ability to fit into their existing workflows was a major reason they explored Jones in the first place.

Customization without friction — Their insurance requirements include many nuanced rule exceptions that change over time. Jones’ ability to implement and adjust review rules quickly helped Harvey Cleary maintain consistency without adding operational overhead.

“We do have a lot of little things… ‘yes for this, but not for this… in this rare situation…’ Jones has been able to accommodate all of those.”
Jessica Maxwell
Jessica Maxwell Risk Management, Harvey Cleary

The solution: Jones handles the straightforward majority - so the team can focus on exceptions

Jessica describes the reality of subcontractor compliance like this: “Most subcontractor insurance is straightforward, but Jones helps us manage more complicated subcontractor insurance placements.

Jones helps by handling the day-to-day compliance flow. Collecting documents, reviewing against requirements, and resolving issues, while escalating only what truly needs internal attention.

“We tend to spend 95% of our time on 2% of the subcontractors… Jones has freed up the time for us to focus on the ones that need more attention.”
Jessica Maxwell
Jessica Maxwell Risk Management, Harvey Cleary

Jones also acts as a trusted second set of eyes when project teams need fast answers or when there’s a dispute about what’s compliant.

“It is very rare that Jones has made a mistake… I’ve come to rely on Jones… almost an outlet for a second opinion.”
Jessica Maxwell
Jessica Maxwell Risk Management, Harvey Cleary

Results: more time back, strong response rates, faster urgent reviews

With Jones managing compliance at scale, Harvey Cleary’s risk team can focus on the subcontractors and edge cases that truly require expert attention.

  • More time back for the risk team by reducing manual triage and back-and-forth
  • High engagement from subcontractors: Jessica reports ~92% of outreach emails receive a response
  • Rapid turnaround for urgent needs: rush reviews typically come back in 1–2 hours, and sometimes as fast as ~10 minutes
“There are problems that I might never hear about because Jones is able to resolve them before they get to me.”
Jessica Maxwell
Jessica Maxwell Risk Management, Harvey Cleary

And perhaps the strongest outcome is trust: Jessica sees Jones not as a vendor, but as an extension of the Harvey Cleary team.

“That’s how I view it, certainly… an extension of our team.”
Jessica Maxwell
Jessica Maxwell Risk Management, Harvey Cleary

The Results

3,000

outreach emails sent

~ 92%

of outreach emails receive a response

~ 10 min

per review

~ 3.5 years

Jones relationship

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