Upskill on insurance compliance
tools and knowledge

Why insurance compliance needs to fit into the workflows teams already use

How integrations help reduce manual work and keep compliance data actionable

Why vendor, tenant, subcontractor, and broker experience affects compliance outcomes

How easier workflows help teams resolve non-compliant records faster and reduce internal back-and-forth

How Jones helps customers balance compliance rate and risk protection

Why insurance requirements should reflect each customer’s risk posture and operating needs

How Auditing Standards Review turns customer preferences into clear review rules

When teams should hold firm, accept equivalents, waive gaps, or escalate for review

Why fast insurance compliance verification only matters when the results are reliable

How Jones combines AI support with trained insurance reviewers to improve consistency

Why COIs alone do not always prove compliance with contract or lease requirements

How endorsements, policy language, and ambiguous wording can change the compliance outcome

How Jones delivers fast insurance compliance verification at scale

Why turnaround time matters for vendor onboarding, payments, and operational workflows

How AI-supported workflows and insurance experts help Jones maintain speed without losing review quality

How rush audits support urgent operational or financial needs

How Sarah Michels (Bogard Construction) proactively manages COI renewals to maintain compliance

The science behind collecting insurance from vendors and subcontractors

Best practices for COI management that drive higher compliance (including a detailed checklist)

Common policies that often go missing during COI renewals

A quick refresher: Why COIs alone don’t provide complete protection from insurance risk. We’ll walk through real-life examples where a COI appears compliant, but the underlying policy contains critical exclusions.

Industry trends: The Jones team has been reviewing policies for our clients—discover what they focus on and how we bring those insights to life operationally.

Exclusionary data trends: We’ll do a deep-dive into the new exclusionary language the Jones team has encountered while reviewing policies for clients.

Indemnification agreements: Why these agreements are essential for effective risk transfer, and how Jones streamlines the process.

Steps to creating requirement guidelines

Common requirements we discussed: Insured, Additional Insured, Certificate Holder, General Liability, Auto Liability, Umbrella Liability, Workers’ Compensation, Property Insurance, Waiver of Subrogation, Notice of Cancellation, Cyber Liability, Liquor Liability, and Environmental / Pollution Liability.

How to structure your insurance compliance analytics and data and what items you need to track

Frequent culprits that hold compliance rates back, their impact on companies’ compliance, and when it makes sense to make changes

Real-life examples of our customers who implemented changes identified with Jessica on strategy calls and why it made sense for them

Obstacles to implementing full policy reviews

Why it’s more important than ever to review full policies

How rethinking the construction lifecycle can help you implement policy review

Best practices for issuing subcontracts within Procore

How the Jones Procore integration can help get subcontractor insurance requirements faster and more efficiently

How to manage lien waivers in Procore with the Levelset integration and other tips and tricks for contract administration teams using Procore

How New York Labor Law claims endanger property management companies and property owners

How to implement a framework designed to protect your organization from risk

How to review vendor insurance policies and endorsements for exclusions that open you up to risk

Insured, Additional Insured, and Certificate Holder

General, Automobile, and Umbrella Liability

Common Endorsements and Miscellaneous Coverages

What should you do when you require auto liability but your tenant doesn’t have a vehicle?

What kind of requirement limits do we usually see for pollution?

And many more questions!

Commonly seen gaps on Jones

Compliance vs. Risk Management

How Jones data can help de-risk your properties

Umbrella vs. Excess Liability

How to review MOIs (Memorandums of Insurance)

General Liability vs. Property Insurance