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The Jones Blog

Mastering Insurance Risk: Insights and Resources for Real Estate and Construction Teams

Featured Publication

11 min read
We Compared The 4 Best COI (Certificate of Insurance) Tracking Software Tools – So You Don’t Have To

Looking for the best COI tracking software to help manage your COIs? You’re in the right place. In this in-depth guide, we’ve reviewed 4 of the best COI tracking software tools on the market today. We arrived at these four companies by checking user reviews on G2 and Capterra and in-depth resear

COI Tracking Tools
Real Estate
7 min read
10 Common Mistakes Real Estate Companies Make When Approaching Insurance Compliance Management
First published in the ReShield blog, June 2022 (view original post). Managing insurance compliance is rarely a top priority for any real estate company we’ve ever spoken with. Oh, the collective gr
8 min read
Building an Elite Team of COI Review Experts
How Jones trains its team of auditors to catch mistakes and gaps on certificates of insurance that could expose our customers to insurance risk  Both ENR 400 companies and CRE portfolios over 1 bill
COI Review
COIs
Insurance

Recent Publications
10 min read
COIs in Real Estate: What Owners and Managers Should Know
In today’s real estate environment, Certificates of Insurance (COIs) are no longer a routine administrative requiremen
COI
COI renewals
COI Review
CRE
Real Estate
Risk Transfer
11 min read
Best Contractor Risk Management Software Tools for 2025
Managing contractor risk has become a defining challenge in today’s construction industry. Projects are more complex,
COI
COI Review
COI Tracking
COI Tracking Tools
Risk Transfer
Subcontractor COI
5 min read
Global Insurance Compliance Integration with Sage 300 CRE
The Problem Today For many construction teams, tracking insurance compliance inside Sage 300 CRE is clunky and incomple
AP
Blanket insurance requirements
Certificate of Insurance
COI
COI renewals
COI Tracking
COI Tracking Tools
COIs
CONSTRUCTION
endorsements
exclusions
Expired COIs
GC
Insurance
Insurance policy verification
Jones
Policy Verification
Procore
Risk Transfer
Sage 300
Subcontractor COI
12 min read
Understanding the Certificate of Liability Insurance: What It Is and Why It Matters
In construction, and real estate, a Certificate of Liability Insurance (COI) isn’t just paperwork. It’s a critical s
Certificate of Insurance
COI
CONSTRUCTION
Real Estate
8 min read
Designing a Trustworthy Partnership Between Humans and AI Agents
Bridging the gap between GenAI automation and human expertise by designing an interface that makes verification fast and
COI Tracking
Insurance
Vertical AI Agents
4 min read
Compliance Without the Clickaround: Request COIs Straight from Procore Commitments
Why “Semi-Integrated” Isn’t Enough Compliance shouldn’t slow you down in Procore. But for too many construction
GC
Integration
Procore