Done With Manual Insurance Entry in CMiC?

Request COIs and monitor compliance status directly inside CMiC. Add the Jones integration to your CMiC account to automate subcontractor insurance management and get COIs to compliance faster.

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Integration Overview

See the Jones + CMiC Integration In Action

Eliminate Manual Data Entry

Jones sends subcontractor insurance details automatically to CMiC.

Automate AP Processes

Easily tie payments to insurance compliance status.

Save Project Time

Slash the time spent managing compliance by requesting COIs and driving compliance from within CMiC.

Reduce Risk

COI reviews are completed accurately and quickly, helping ensure vendors meet requirements. Additionally, project teams can see quickly within CMiC who is allowed on site.

Manage Risk

Compliance Tasks Available Within CMiC

Users can perform key compliance actions directly inside CMiC

Creating new projects

Adding certificate holder and additional insured language

Sending COI requests

Viewing daily compliance status

Tracking expiration dates

Reviewing deficiencies and policy details

Process

Verifying Compliance in CMiC

Request COIs directly in CMiC

Reduce manual updates to insurance data

Automatically sync insurance data to support payment workflows

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Step 1

Add subcontractors to projects

Step 2

Request insurance documentation

Step 3

Documents are collected and reviewed

Step 4

Insurance data becomes available within CMiC

Ecosystem Operability

Other Systems We Integrate With

Connect Jones across your Contech tech stack.

Procore

Construction management and insurance compliance - in your Procore account.

Viewpoint Vista

All the insurance compliance data your team needs - available in Viewpoint Vista.

Sage 300

Mid-market ERP for accounting, financial control, and operations.

Sage Intacct

Cloud-based financial management and accounting platform.

Resources

Resources And Advice

Seek knowledge? Here's how we can help:

Partner Page

Jones page on the CMiC Partner-Built list

View

Brochure

The Jones + CMiC Integration overview

Download

Blog

Automated COI Management With Jones: A Solution For CMiC Users

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