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